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• Accessing information about secondary entities with GetContextInfo

  Secondary entities are technically never in context so the GetContextInfo method doesn't work for these entities. For example if you wanted to get the current address id this would not work: GetContextInfo... Posted Jun 11 2009, 11:09 by JackAllan with | with 3 comment(s) Filed under: Context, Values() Collection, serverside, getcontextinfo, secondary entities, JackAllan

• Using Create Script in GridColumns

  In the image below we can see the Company Name is displayed in an opportunity list that is in the context of the company and so that column is redundant and does not need to be shown. The list is created... Posted Jun 01 2009, 03:22 by Jeff Richards with | with 2 comment(s) Filed under: ASP, List Block, List Page, create script, Context, GridColumns, .NET API

• Grabbing and Using Company and Person Context in Some Custom Entity ASP pages

  A little while ago I wrote an article called " Adding the Document Drop Plugin into a Custom Page ". That article provided the code to include activex plugin into a custompage to allow upload... Posted May 12 2009, 04:26 by Jeff Richards with | with no comments Filed under: ASP, custom entity, Context, Key Values, Code Snippets, Document Drop

• Another Trick for Grabbing Key Values in Client Side code

  The code in article has been corrected, 7th May 2009. An individual screen within CRM will be produced as a result of a hyperlink that looks like this: http://servername/crm/eware.dll/Do?SID=5351668533575&Act... Posted May 07 2009, 03:34 by Jeff Richards with | with 3 comment(s) Filed under: Custom Content, sagecrm.com, clientside, Context, Key Values

• The SQL Tab Clause and the User Admin screens

  This article has been updated (29th April 2009) to use the coding convention introduced in Sage CRM 6.2 Normally when you enter a SQL Tab condition associated with an option in a Tabgroup you can either... Posted Apr 29 2009, 12:15 by Jeff Richards with | with no comments Filed under: Tab, SQL, Context

• Current Context and User data used to control a Tab

  This article has been updated (29th April 2009) to correct hyperlink references. In a previous article " Tab SQL Clause " I discussed how it is possible to separate SQL clauses with a "... Posted Apr 29 2009, 12:13 by Jeff Richards with | with 1 comment(s) Filed under: Tab, SQL, Context

• Changing Context when jumping between pages using the COM ASP API

  This article has been updated (29th April 2009) to correct hyperlink references and to use the coding convention introduced in Sage CRM 6.2 I have created a very simple page that contains a couple of buttons... Posted Apr 29 2009, 10:32 by Jeff Richards with | with 2 comment(s) Filed under: System Actions, ASP, buttons, TopContent, Context

• Making ServerSide objects available to ClientSide code (onChange and Custom Content scripts)

  This article has been updated (29th April 2009) to use the coding convention introduced in Sage CRM 6.2 If you have started to code with Sage CRM you will know that the world is seemingly divided into... Posted Apr 29 2009, 10:15 by Jeff Richards with | with 2 comment(s) Filed under: Custom Content, clientside, create script, custom captions, translations, Context

• Understanding GetContextInfo()

  GetContextInfo() is perhaps the most commonly used method within the Sage CRM API. This is both within internal code (Create scripts, Validate scripts etc) and application extensions which maybe either... Posted Jan 23 2009, 09:56 by Jeff Richards with | with 1 comment(s) Filed under: ASP, COM, Context, Key Values, C#, Caching

• Customizing a Screen

  This article has been updated to correct links. A screen is called as a result of a hyperlink. This may be a button click, a call from the recent list or any other selection from the interface. A URL of... Posted Jan 23 2009, 08:38 by Jeff Richards with | with no comments Filed under: System Actions, List Block, Context, Key Values, Entry Screen, PipeLineGraphic, Edit Screen, Meta Data

• Grabbing Key Values client side

  This article has been updated and corrected. This is a little trick that has to fall into the category " and not a lot of people know that ". Quite a while ago I posted an example of how to carry... Posted Jan 05 2009, 10:32 by Jeff Richards with | with 3 comment(s) Filed under: Custom Content, sagecrm.com, COM, clientside, Context, Key Values, Textpad, Recent List

• Long List of Key Values for Sage CRM 6.2

  Please see the previous articles that discuss the Key values in Sage CRM URLs. PreviousDominantKey = -1; DominantKey = 0; CompanyId = 1; //current company PersonId = 2; //person we are CURRENTLY viewing... Posted Oct 15 2008, 09:04 by Jeff Richards with | with no comments Filed under: Context, Key Values

• Limiting Access to Workflow Rules Based on Team Membership

  Limiting access to a workflow rule is done by hiding the workflow button on the entity summary screen. One very simple way of limiting access is by using the "Restrict to Team" selection box... Posted Mar 27 2008, 10:00 by Jeff Richards with | with no comments Filed under: Workflow, Context

• Controlling Workflow Availability

  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... Posted Mar 08 2008, 10:00 by Jeff Richards with | with no comments Filed under: Workflow, Context, Validation

• More Adventures with the Library

  I have been investigating the list of documents that appears under the Company tab group. This is actually part of a set of investigations into the library entity that I am working on. So there will be... Posted Jan 31 2008, 10:00 by Jeff Richards with | with no comments Filed under: ASP, List Page, SQL, custom_screenobjects, Views, Context, Library, Meta Data