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• Changing the sort order of an SSA (Search Select Advanced) field

  I was recently asked how to change the view order of the drop down in a SSA field (Advanced Search Select/Search Select Advanced). The sorting is always on the view field for the SSA field in alphabetical... Posted Jan 25 2010, 03:34 by JackAllan with | with no comments Filed under: Search Select Advanced, customization, JackAllan, ssa, advanced search select

• Dynamically change SearchSQL for an SSA field client-side

  Recently I was asked if it is possible to restrict a Search Select Advanced field based on criteria that may change client-side. The answer was no, it's not possible through standard customization... Posted Jan 25 2010, 09:44 by JackAllan with | with 1 comment(s) Filed under: clientside, Search Select Advanced, SearchSQL, JackAllan, hack, ssa

• Jack's Hack FAQ

  hack [hāk] -verb (used with object): To cut, notch, slice, chop, or sever (something.) To damage or injure by crude, harsh, or insensitive treatment; mutilate; mangle. -computing jargon: A quick job that... Posted Jan 25 2010, 09:39 by JackAllan with | with 1 comment(s) Filed under: clientside, Javascript, customization, JackAllan, unsupported, support, hack

• Gotchya when using AJAX in CRM Customisations

  Previously I blogged about using AJAX in CRM Customisations. I found a bit of a gotchya that can cause data-loss. Please read this article for a description of this problem and how to avoid it. CRM keeps... Posted Nov 02 2009, 04:22 by JackAllan with | with 1 comment(s) Filed under: ASP, clientside, AJAX, Javascript, serverside, JackAllan

• Getting server side stuff client side

  In this post I will be exploring the possibilities of combining the CRM.AddContent method and some javascript data transmission techniques. Previously I've blogged about using AJAX to access server... Posted Oct 05 2009, 11:05 by JackAllan with | with 1 comment(s) Filed under: clientside, Workflow, translations, CRM, SQL, Javascript, serverside, json, Query, CreateQueryObj, IeWareQuery, jscript, AddContent, JackAllan

• Write to the CRM logs in a server-side script

  If you are developing a server-side script such as a Create Script, Validate Script or Table Level Script, it is often useful to write debugging information to a log. Jeff has blogged about a technique... Posted Oct 01 2009, 07:08 by JackAllan with | with no comments Filed under: create script, table level scripts, Debugging, SQL, Logging, Oracle, Javascript, serverside, validate script, SQL Logs, logs, script, JackAllan

• Building List screens with FilterBoxes take 2

  *** NOTE: The underlying cause of this problem will be resolved in the 6.2 e patch due 13/01/2010. So no code changes like the ones described in this article will be required to make this work after applying... Posted Jul 29 2009, 06:09 by JackAllan with | with 2 comment(s) Filed under: Search Screen, Filter, search, JackAllan, list, filter box, grid

• Getting scripts into hard-to-reach places

  A while back I blogged about injecting scripts into system action screens that don't have custom content field. Well recently I had an epiphany about Translations and using them to embed scripts into... Posted Jul 08 2009, 06:39 by JackAllan with | with 1 comment(s) Filed under: Custom Content, clientside, custom captions, translations, Key Values, Javascript, querystring, JackAllan

• Filing e-mails against custom entities

  * The code in this article has been updated to fix a bug that caused it not to work for any entity that did not have a prefix that matched the entity name * A while back Jeff Richards wrote a blog post... Posted Jun 23 2009, 02:14 by JackAllan with | with 1 comment(s) Filed under: Email, custom entity, Communications, AJAX, Javascript, communicationlist, filing, querystring, JackAllan

• 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

• Dynamic HTML fields in CRM 6.2

  In CRM 6.2 HTML editing facilities were included to allow for the creation of HTML e-mails. To achieve this Sage used a javascript component called FCKEditor. You can learn more about this editor at http... Posted May 22 2009, 08:48 by JackAllan with | with 2 comment(s) Filed under: HTML, JackAllan, fckeditor, 6.2, DHTML

• Customizing the communications tab uniquely for different entities

  Entities such as opportunity, lead, person and company all have communication tabs that use the built in communicationlist system action. This renders a screen with the CommunicationList list. Which means... Posted May 06 2009, 07:21 by JackAllan with | with 2 comment(s) Filed under: ASP, List Block, Filter, Communications, communicationlist, JackAllan

• How to filter a pipeline object based on filter screen values

  We know that a LIST block can be filtered based on a standard filter screen block via var filter = eWare.GetBlock("MyFilterBoxName"); var list = eWare.GetBlock("MyListName"); list.ArgObj... Posted Apr 24 2009, 05:29 by JackAllan with | with no comments Filed under: ASP, Filter, SQL, PipeLineGraphic, Javascript, JackAllan

• Modify field on another table in a workflow action

  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... Posted Apr 24 2009, 05:23 by JackAllan with | with no comments Filed under: Workflow, table level scripts, Javascript, JackAllan

• Conditionally send e-mail on entity creation

  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... Posted Apr 24 2009, 04:43 by JackAllan with | with no comments Filed under: Email, Workflow, table level scripts, Javascript, JackAllan