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Occasionally you will need to fetch a date from either the CRM database or perhaps from an external system that is then needs to be formatted so it looks like a CRM date. All users are able to set their date preferences. The are other articles that discuss handling dates Add/Subtract...

In every screen (entrygroup) where you can add javascript (<script>) into the custom content box you can reference the clientside CurrentUser object. You can see that this has been used in several articles in the blogs such as " Controlling Buttons using Client Side code " And other...

A Customer had a need as part of a Case Workflow to generate a Self Service username and password for their contacts. They were using an ASP page to do this and asked whether I had any code to generate a password for Self Service. This is a simple little script and you may find this useful for your...

I see most of us in the developer community wanting to develop Sage CRM Client Side customizations via Javascript, but we when we use Visual Studio may not have great flexibility in writing client side code, This studio i.e. Web Storm helps you write Javascript based code for both HTML & HTML 5 with...

If you are developing a server-side script such as a Create Script, Validate Script or Table Level Script, it is often useful to write debugging information to a log. Jeff has blogged about a technique for doing this using the Scripting.FileSystemObject. I'd like to share with you a very simple...

We know that a LIST block can be filtered based on a standard filter screen block via var filter = eWare.GetBlock("MyFilterBoxName"); var list = eWare.GetBlock("MyListName"); list.ArgObj = filter; Can we filter a pipeline object in a similar fashion? Unfortunately you cannot...

This is a simplified and specialised set of code libraries that will allow easy screen customizations. The API is based on the JQuery syntax although I must stress that knowledge of JQuery is not needed in order to use the API. The API is included as part of the full product development cycle and...

You can add a button In a custom ASP page In a the code of a .NET assembly In a an existing system screen Buttons in an ASP Page If this is in an ASP page then the code for a simple button to call an external ASP page looks like var strCallASPButton = CRM.Button("ASP"...

* The code in this article has been updated to fix a bug that caused it not to work for any entity that did not have a prefix that matched the entity name * A while back Jeff Richards wrote a blog post about how to add a button to the communications tab of a custom entity to send an e-mail just like...

In a previous article " Script Libraries: Reusing Client Side Code Between Screens " I discussed how Sage CRM will automatically add any JavaScript file that you add to the custom folder into the header of every page produced by the system. It is a good idea when adding script libraries...

Sage CRM has a Client Side method crm.ready() which is used to execute scripts once the page is loaded. We do not have to worry whether the browser is Chrome or Internet Explorer. The crm.ready() method will take the browser version into account and add the function we pass to it in the correct way...

It has always been possible in Sage CRM to share client side code between screens. In Sage CRM we could do this by using a shared external script library. For example if we wanted a set of business rules to be available in both the PersonBoxLong screen and the PersonBoxDedupe screen then we could...

Note: This type of customization has become easier in Sage CRM v7.2 using the new Client Side API). The fields in screens are output with clear 'IDs' that allow the control of the field caption and data to be very easy. The HTML that makes up the display of a field like the comp_name...

The GoRecent function is held in Sage CRM in an external file which is included in every page. Sage CRM Code Example <script> function doCode() { SageCRM.webMenu.GoRecent('C'); } </script>

CRM allows you to change the display fields used in an Search Select Advanced (SSA) field but it does not give you control over the order of the fields displayed. The following function, placed in the custom content of the screen, will allow you to change the order of the display fields: <script>...

When choosing a field for the Display Field For Amendment action, you can select fields from the view that are not on the table the rule is based on. For example you can select the comp_primaryuserid if you use the vSummaryOpportunity view to base your rule on. However this will not work by design: You...

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...

It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has been created and that it is assigned to them. This is achieved by putting a Send E-mail action on the...

What I find is so useful about the Chrome developer console is that it lets you edit JavaScript code on the fly and so is a very good way of starting to evolve a business rule that needs to be written in the Custom Content field or even an onChange script. In the image above you can see how I have...

I have a field called oppo_type that has the code on it: var idval = Values("key27"); if(idval == '10200'){ DefaultValue = 'Service'; } else if(idval == '10193'){ DefaultValue = 'AfterMarket'; } This way when someone selects a new Service...

In workflows and escalation rules, CRM.GetContextInfo does not seem to work on custom entities. It kicks me out. Im trying to put a condition on a rule so that it only displays when the user = approver. The syntax I used is below.. but what syntax do I need to use to overcome the GetContextInfo problem...

Hi dgooge, This is possible by adding some client-side JavaScript to the custom content of the person summary screen. I have put some sample code below. The code adds a new function for when the page is loaded. This function will retrieve the hidden form field value for the person status, and change...

Morning. In regards to Gender & Salutations, I'm looking to create a script in which, for example, if "Male" is selected then it only shows "Mr, Sir, etc". Would anyone know where to start with this? Thanks in advance.

Hi how can i put 2 panels beside each other????

Hi How can i do this in .net SDK i try but not work