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Blog Post:
Using an onChange Script on a Selection list to set a value of another field
Jeff Richards
This is a simple real world example. There was a customer need to set a field values based on value of another field on the opportunity screen. The screens had been customized. The oppo_forecast and oppo_certainty fields were removed from the opportunitystatusbox and oppo_certainty was added to the...
on
30 Dec 2009
Blog Post:
Example Business Rules for Text fields.
Jeff Richards
Below are some code examples showing how Business Rules can be implemented on Text fields using the onChange and Validation script options within a screen. The examples shown are: The field may only contain letters and numbers The field may only contain uppercase or lowercase letters...
on
29 Mar 2008
Blog Post:
Regular Expressions in Rules
Jeff Richards
I was just answering an email about how a consultant could create a business rule that ensures data entered by the user matches a particular pattern. The specific example was needed to confirm that the code entered into a text field was only numeric and didn't include alphabetic characters. I had...
on
18 Jan 2008
Blog Post:
Assigning a Company and Person to a Team (Channel ID)
Jeff Richards
Both the Company and Person table have a fields that allow the records to be assigned to a team (Channel). Company: comp_channelid Person: pers_channelid The main screens defined in Meta Data that allow data to be added and edited in Sage CRM for the company and person entities are...
on
20 Apr 2009
Blog Post:
Quotations in onChange Scripts
Jeff Richards
Sage CRM uses JScript as its internal scripting language. And within JScript string literals can be included in your scripts by enclosing them in matching pairs of single or double quotation marks. Double quotation marks can be contained within strings surrounded by single quotation marks, and single...
on
28 Dec 2007
Blog Post:
Field Identification in Clientside code in Sage CRM screens (including Self Service and Web To Lead)
Jeff Richards
One of the most important tricks that anyone starting to write scripts for use in Sage CRM needs to know is how fields can be very easily identified when they are written out onto the screen. The HTML snippets below are from the CompanyBoxLong screen. In View Mode [code language="html"...
on
10 Apr 2012