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In Sage CRM it is possible to have multiple workflows created for an Entity. For example we may have one Opportunity workflow that is used by a one team for a particular type of sales opportunity and another workflow that is used for a different type of sales process. The different workflows may...

It is possible to take an existing entity,either one that you have added to the system or an existing table such as notes, and allow it to be workflowed. The technique below will be effective for both custom tables and existing system tables. Using the Library table as an example Add a libr_workflowid...

I had a conversation with a participant at one of the recent Bootcamps regarding the use of clientside code in dynamically built workflow screens. This topic has also appeared in the Forums with the community site. The partner's customer had a requirement that when a user was processing an opportunity...

There are 4 core entities in the system that have progress tables. Lead Opportunity Cases Solutions There are default workflows provides for these entities and in most implementations of Sage CRM the powerful feature of the graphical workflow engine will be used. This is found...

Workflows in Sage CRM can become long and a user may wish they had a version of the diagram that is available when the workflow is constructed. You can see from this image below that an extra button has been added to the Opportunity screen. In this example application, when the 'Workflow Map'...

Imagine you have a requirement to a ensure that a particular opportunity field contains certain data as an Opportunity record is inserted. In addition this information should be partially derived from the parent company data. For example the oppo_customerref field should be populated with a values based...

The links in this article were corrected 22nd May 2009. Oh how angry I get with myself sometimes. I am a very stupid person. Someone sends me an email entitled 'a quick question' and in my idiocy I start trying to answer the question and look up nearly 3 hours later to find I have consumed...

The oppo_duration field is defined in the custom_edits tables as being of Entry Type 'Minutes'. The minutes are held as the physical data type 'int' select * from custom_edits where colp_entrytype = 57 Fields of entry type 'Minutes' can be used in any entity and they have a couple...

Sage CRM has a very powerful internal workflow engine. Workflow may control the processing of data from the initial insertion of the record through to its final state. The user driven aspect of workflow is created from a mixture of workflow rules and states . The states represent the arbitrary resting...

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...

One of the challenges that a developer will face when working with Self Service or with an external Application using the SOAP Web Services interface is that workflow is not fully covered by the APIs. Self Service and Workflow Self Service uses the COM API and is designed for use in ASP pages....

This is a technique for moving records from one workflow to another. In fact there are 2 ideas here. 1) The first is the concept of resetting a workflow. Basically this is when you have started to progress along a workflow and then realise that you should have followed a different path. A "reset"...

The system administration guide discusses the workflow action 'run stored procedure'. This article expands on the information contained in the documentation. A workflow rule action of type 'run stored procedure' can be created very simply just like any other rule. The purpose...

If we consider a screen like the Case Summary screen we can imagine it being built in a series of layers. If we consider the hyperlink http://localhost/CRM/eware.dll/Do?SID=198369875659391&Act=281&Mode=1&CLk=T&Key0=8&Key1=43&Key2=57&Key8=46&T=Case We can see that the Action...

I have discussed in a previous article the structure and purpose of the SQL clause of an Escalation rule. e.g. (quot_IsQuote is not null) AND UPPER(RTRIM(quot_Status))=UPPER(RTRIM(N'Active')) AND (Escl_DateTime<#T And Escl_UserID=#U) We know that in the SQL trigger clause the #T and...

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...

If you want your escalation rule to run only during certain period of time, you can add the following to your existing SQL clause: (... existing SQL triggering clause) AND datepart(hour, current_timestamp)<'18' AND datepart(hour, current_timestamp)>'7' AND DATENAME(WEEKDAY, GETDATE...

Imagine a system where you may want to ensure that your users do not create any new support cases for a company that has had their status changed to "On Hold". The ideas discussed here would also apply to any record created as a child of a company or a person. In your own systems you may have...

Below is a very simple example of a self service page that allows a case belonging to an authenticated visitor to be edited. The ASP code is found below. The code is comment and discussed below. <%@CodePage=65001 Language=JavaScript %> <!-- #include file ="ewaress.js"...

I have written earlier about cloning or copying existing records. Please see the article Using the COM API to Clone a Record . This article provides a worked example on how you can use that article to add a button to the opportunity summary screen that will copy an existing opportunity record and...

Sage CRM offers Multi Currency features. This allows, for example, a Sales user in the UK to quote in Sterling for their British Customers and to Quote in Euros for their German customers. The Sales Manager in Ireland can then see both quotes expressed in Euros or a financial controller in the US could...

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...

This is some code from an asp page designed to be used in a cross entity workflow. The original page forms part of an Opportunity Workflow. But the actual code here was in an ASP page is called from a rule associated with the communication entity. The button would appear on the communication screen...

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...

The diagram below contains the objects, methods and properties that are the main ones used in the internal COM API of Sage CRM. These objects can be used in field level scripts; Create and Validate and also in TableLevel scripts and Workflow JScript conditions. The are sometimes...