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Blog Post:
Adding Derived Fields in Views into Meta Data
Jeff Richards
I originally wrote about creating derived fields in a view in the article " Custom_Edits and Derived Fields Created in Views ". This discussion is a continuation of the ideas expressed in that article and will show how meta data definitions of a calculated field can be easily added into Meta...
on
30 Jun 2009
Blog Post:
HTML in the database
Jeff Richards
It is a general rule that in CRM data fields are not supposed to hold HTML which can then be passed directly back to the interface. This is by design. So if you store a string in a text field like "<a href=https://community.sagecrm.com>https://community.sagecrm.com</a>" then...
on
16 Jun 2009
Blog Post:
Custom_Edits and Derived Fields Created in Views
Jeff Richards
In CRM it is quite common to need to create a view that performs a calculation or derives information to be displayed on screen or in a report. An example of this can be found in the Case management area. For example if you logon to a demo system as Kylie Ward (WardK) and navigate to the My CRM menu...
on
5 Aug 2008
Blog Post:
Can you order lists by a field caption order?
Jeff Richards
In the demo database the workflow for an opportunity allows an opportunity to have its stage field set to different values. DealLost Demo Lead Negotiating Qualified Quoted Sold Imagine a requirement to sort a list of opportunities by the oppo_stage. That is easy, we can just allow the option 'sort...
on
27 Feb 2008
Blog Post:
Choices in Customizing Lists
Jeff Richards
You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want to step back and bring all these points together so we can see the range of options that we have...
on
16 Jun 2009