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  • Blog Post: Discovering Data Relationships in Code

    You may have a business requirement to cascade a change through the child records of a company. I have discussed previously how a table level script can be used to update all opportunities if the company is reassigned to a new account manager. See the article " A Table Level Script to update Opportunities...
  • Blog Post: Creating a Dynamic Group in Sage CRM using the COM object TargetLists

    The COM API has an object within it called TargetLists. This object can be used within internal script (Validate, Table Level Script etc) to create both Dynamic and Static Groups. Below is a simple example of the object being used in an ASP page to create a Dynamic Group. You will see that I had...
  • Blog Post: Accessing the SQL of a Filter or Search Page using the COM ASP API

    We may have a need to access the SQL clause of a search page. How can we know the SQL that is issued from a search page? Below is the code for a simple search page. [code language="javascript"] var searchBlock = CRM.GetBlock("opportunitysearchbox"); var gridBlock = CRM.GetBlock...
  • Blog Post: Using Joins in Web Services

    Imagine you need to retrieve information from CRM via the webservices interface; this query should combine data from multiple tables. In the COM API (ASP pages, self service, table level scripts etc) you could use the QueryObject to build the exact SQL you need. var mySQL = "SELECT Person.*,...
  • Blog Post: Linking to 3rd Party Databases

    Within the Administration screens is the location that allows the System Administrator to create an additional database connection to a 3rd party database. Administration -> Advanced Customization -> Tables and Databases Sage CRM allows us to connect to a different database on a different...