Browse By Tags

  • Blog Post: Using Client Side code in Workflow

    You can use Client Side code in Sage CRM workflow. The image below shows an Opportunity that is being progressed through a workflow in Sage CRM. In this example opportunity workflow the maximum certainty allowed for any stage has been controlled. e.g. Lead - 5 Qualified - 10 Quote Submitted - 15 Negotiating...
  • Blog Post: Tips for Building Views: A round up of articles on views.

    The following is a survey of all the different articles that have discussed creating and editing views within Sage CRM. Understanding SQL views is essential as they under pin just about every feature within Sage CRM and completely determine what can or can't be done in Reports, Marketing Groups,...
  • Blog Post: How do I distinguish between contexts (in workflow)?

    When you are in the context of an Opportunity, then you are also in the context of a Company and Person. You can see this clearly in the screen shot below. It is easy to test for general context in CreateScripts, Validate scripts and Tablelevel scripts because you can use: [code language...
  • Blog Post: Scripting Escalation Rules in a Component

    I found this a very interesting issue. If you have created an escalation rule outside a workflow you will not be able to find a place where the component manager script can be generated. So how or where can you get the script of an escalation rule that was created outside a workflow? If an escalation...
  • Blog Post: A Universal "Go Back" button in Workflow

    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...
  • Wiki Page: 536-16823 - Date format user configuration

    Summary: When using Sage CRM in French, the user date format may be restricted to mm/jj/aaaa. Symptoms: The problem can be reproduced by logging into CRM, and navigating to Administration -> Utilisateurs -> Configuration de l'utilisateur . After setting the Format de date de l'utilisateur...
  • Blog Post: How can we tell in SQL which are the valid next workflow transitions?

    This question was asked in a training class I taught recently. Imagine the standard Opportunity workflow. At any state within the workflow that are a number of further workflow rules available. These are the possible transitions to the next state within the workflow. You can see that when...
  • Wiki Page: 492-17089 - Long loading times on Workflow and Line Item screens

    Summary: Users may experience a delay when attempting to load screens that are launched using the jQuery load() function. This includes the Workflow and New Line Item screens. Symptoms: Poor performance may be seen when loading certain screens, especially when the user is not accessing CRM on a local...
  • Wiki Page: 636-17105 - Errors when deleting a workflow state

    Summary: Errors are occurring when a user tries to delete a workflow state by dragging it into the recycle bin. Symptoms: If a new workflow state is dragged into the rubbish bin in the 'edit workflow' screen an unexpected error occurs. If the user presses back to the workflow screen, edits any...
  • Wiki Page: 636-17184 - Custom date fields changing date if included in a workflow rule in certain timezones

    Summary: Custom date fields are changing date if included in a workflow rule in certain timezones Symptoms: If a custom "date only" field is included in a workflow rule in certain timezones the date will change when the workflow action is pressed on a sample record. Status: This has been stated...
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • Wiki Page: 636-17230 - Record Anchor not working when used in a new email workflow action

    Summary: Record Anchor not working when used in a new e-mail workflow action. Symptoms: When a record anchor like this: #recordanchor# Click Here #recordanchorend# is used in a new e-mail action in a workflow rule, the result is this text: Click Here (you need an html mail client to use this feature...
  • Blog Post: Workflow: A round up of 'must read' articles

    Right now the team in Dublin are in the middle of developing an extension to the on-line learning resources available on the community. This new section to the website will be unveiled in the next few months. As part of that project I have needed to collect together some of the articles and resources...
  • Wiki Page: 660-17348 - Workflow actions not working correctly

    Summary: Custom workflow action not working as expected. Symptoms: This happens when a workflow is created to edit a communication, for example to change the created date only. The save screen on that workflow option moves onto the Edit communication screen, but when you save again, the CRM system does...
  • Blog Post: Graphical Workflow for Marketing

    In a previous article " Customizing campaigns and marketing features " I discussed how amongst the powerful features that Sage CRM provides are marketing automation functions which offer the ability to control campaigns, waves (phases) and wave items( activities). Running a campaign can...
  • Blog Post: Campaign Activities, External Mail Merge and Telesales

    In this article I am going to discuss how you can add an External Mail Merge and External Telesales calls as a campaign activity. The best place to start is at the beginning so I shall put the usage of the External marketing activities in the context of the set up of a simple Campaign. Once...
  • Blog Post: Campaign Activities: Internal Mail Merge and Telesales

    In this article I want to consider how to you can add Internal Mail Merge and Telesales as an activity within a campaign. I have made the assumption that you are working with graphical Campaign and Marketing workflows. If you are not familiar with the set up of graphical workflow for the marketing...
  • Wiki Page: 660-17507 - Translations on workflow rules

    Summary: This issue is related to translations on workflow rules. Symptoms: The text that you see on a workflow rule is taken from a translation so you can translate the rule names into different languages. When you create a workflow rule, it creates the translation - it uses the text you enter in as...
  • Wiki Page: 536-17575 - Question about converting a Lead into an Opportunity with multiple Opportunity workflows

    Summary: When a Lead is Converted to an Opportunity it is not associated automatically with an Opportunity workflow, it needs to be progressed using the default "Accept/Reject" action buttons. More Information: If you have more than one workflow rule for an entity you can create an "Accept"...
  • Wiki Page: 632-17582 - Cannot Delete workflow state or rule by dragging to the dustbin

    Summary: When trying to delete a workflow state or rule by dragging them to the dustbin an error message is displayed: Symptoms: A user drags a workflow state or rule to the dustbin: The following error message is then dispalyed: Resolution / Workaround: The workaround for this issue is to click into...
  • Wiki Page: 632-17585 - Unable to edit the workflow in certain instances

    Summary: A user edits a Workflow in CRM, saves the changes and then activates the workflow. The user then clicks the main menu option: Symptoms: The user then clicks the Administration option on the same menu and the following is displayed: Cause: This page has remained locked for editing but this should...
  • Blog Post: Workflow Mail Merge to PDF

    Sage CRM has a follow up action to the workflow action types that enables Mail Merge to PDF. The set up for the action is very similar to the standard Merge that has been there since server side merge was introduced. The merge uses the same templates and the merge to Word. You can use either...
  • Blog Post: Meta Data in Sage CRM. A round up of essential articles.

    Sage CRM is a system that controls its user interface using settings contained in the database. The database doesn't just hold the information about the contacts, companies, tasks and opportunities that are vital to the business, it also holds data that describes the lists and screens that the user...
  • Blog Post: Calling Workflow in an ASP Summary Page

    This is article is based on a customer need to display workflow buttons in a an ASP page that handles company records. Below you can see that I have created a partial rebuild of the company summary screen. Since this example is based on the Company Summary screen there are a few steps that must...
  • Media: Component: Company Workflow Example (Sage CRM 2018)

    This component when installed will implement a new Company Workflow. This has been tested with Sage CRM 2018 R1. It gives examples of the following business rules and techniques: 1) Changes to comp_slaid will be recorded as a note record. 2) Changes to the comp_slaid can only be made once a communication...