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Blog Post:
Using SearchSQL to limit data returned by selection lists
Jeff Richards
In the screen shot below we can see the demo user "Susan Maye" is limited to assigned the new opportunity to only people in the "Direct Sales" team. This has been accomplished by using the property of the field (a.k.a entryblock) called SearchSQL. The SearchSQL property is discussed...
on
27 Jan 2008
Blog Post:
Field Level Security and Create Scripts
Jeff Richards
The control of field level security can be found against each field listed under the Field tab in the customization area. Administration | Customization | TableName We know from the documentation that the field security interface provides a simple code-free approach for administrators to define how users...
on
21 Dec 2007
Blog Post:
Populating Default Date Field Values
Jeff Richards
This article has been updated. Create Script example Date/Time fields can can have their values set by using the DefaultType property. If DefaultType set to 6 then the field displays the Current Date/Time DefaultType = 6; If DefaultType set to 14 then the field displays the Current Date/Time plus...
on
29 Dec 2008
Blog Post:
Lookup Fields that Side Step Security
Jeff Richards
In this article I would like to discuss a number of distinct concepts and then bring them together. Search Select Advanced Fields Security and Data Access Dynamically Changing Field Properties using an Internal (Create) Script Imagine a business requirement to include in the Company Field...
on
2 Jul 2009
Blog Post:
Using the COM Graphic Object in a Create Script within Sage CRM screens
Jeff Richards
An on Premise Sage CRM customer had the the requirement to display the Opportunity Certainty data graphically. This can be achieved using the GraphicBlock object to create a graphic that can then be displayed by the Caption property of the field. You can learn more about the graphic object in...
on
11 Apr 2012
Blog Post:
Company and Person Workflow Progress with Tracking tab in CRM
Jeff Richards
Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities. As standard, CRM does not offer a CompanyProgress...
on
3 Jul 2009
Blog Post:
Field Level Scripting in Search Screens
Jeff Richards
Imagine the situation where there may be a problem with allowing users to search against a entity with out putting in at least one search criterion. You may find the searching against companies too slow if people do not put in the company name for example. If we consider the CompanySearchBox used in...
on
22 Dec 2007
Blog Post:
Hyperlinking to a parent Custom Entity from a Search Select Advanced Field
Jeff Richards
This is a topic that has been recently covered within the forums. Since then I have been asked a few questions about this topic so I thought it was worth a separate article. Below is the summary screen for an opportunity. This has come from a demonstration system in which little customization has...
on
6 Jul 2010
Blog Post:
Working with Selection Lists
Jeff Richards
Supposing that there is a requirement that when a Company is of a particular type then when an Opportunity is created for that company there should be one set of options to put into the Oppo_type field. You can see in the above screen shot of an Opportunity Summary screen that the Company...
on
9 Sep 2016
Blog Post:
CRM.AddContent() & Dummy Field Trick
Jeff Richards
I thought I had written about this trick before but it appears not! A customer needed a technique to allow a chart to be displayed at the top of the company screen. This is a bit like the PipeLineGraphic of the OpportunityList or CaseList system screens. The way this has been added is really...
on
28 May 2010
Blog Post:
A Universal "Go Back" button in Workflow
Jeff Richards
The requirement to allow the user to fall back to an earlier point in the workflow is usually handled by looping. We can see from the diagram below how a workflow can allow a user to drop back and repeat or cycle through certain workflow states again and again. But what if we need to have a workflow...
on
1 Nov 2009