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Blog Post:
Interacting Table Level Scripts: A Chain Reaction
Jeff Richards
Consider this scenario. There is an UpdateRecord() event function in a TLS on the Company. When the Company assigned user is changed (comp_primaryuserid) then all the 'In Progress' opportunities belonging to that company are reassigned to the new company account manager (oppo_assigneduserid...
on
1 Sep 2010
Blog Post:
A Table Level Script to update Opportunities when a Company is Reassigned
Jeff Richards
A customer had the requirement that when a company was reassigned to a different account manager, the opportunities that belonged to that company that were still in progress should automatically be reassigned to the new company account manager. This was accomplished using an UpdateRecord event function...
on
1 Sep 2010
Blog Post:
Creating your own Import Scripts using the COM API
Jeff Richards
Please read the article " Some thoughts on Importing Data " as background. The previous article discussed the different programming techniques that can be used for importing data into Sage CRM. Web Services COM Based Mechanisms .NET API Direct Data Interaction The COM...
on
20 Aug 2010
Blog Post:
Creating Complex Screens using the COM based ASP API
Jeff Richards
I have blogged previously on creating Multi block screens based on a single record. A prime example of that would be where you need to design a page for a new entity that include both a detailbox and a webpicker. I would now like to consider a Complex screen where the ASP page offers the user the...
on
10 Feb 2009
Blog Post:
Creating a Codeless Extra Entry Tab for a System Entity using Runblock.
Jeff Richards
A customer had the requirement to add a new tab option to the company tabs next to the summary tab option. The tab would contain additional fields that have been added to the company table. In addition the tab and the fields should only be available when the company type is 'customer'. ...
on
17 Dec 2012