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• Escalation Rule that runs only during normal business hours

  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... Posted Jan 18 2010, 02:58 by Wing Kwong with | with no comments Filed under: Workflow, Notifications, intervals, escalations, time period

• A Universal "Go Back" button in Workflow

  This article has been edited (1st November 2009) to correct links and make the code follow the convention introduced in Sage CRM 6.2 The requirement to allow the user to fall back to an earlier point in... Posted Nov 01 2009, 01:00 by Jeff Richards with | with no comments Filed under: ASP, COM, Workflow, create script, table level scripts, Fields

• Controlling workflow state in ASP

  This article has been updated (1st November 2009) to correct the code and to follow the coding standard introduced with Sage CRM 6.2 This is some code from an asp page designed to be used in a cross entity... Posted Nov 01 2009, 09:46 by Jeff Richards with | with 3 comment(s) Filed under: ASP, COM, Workflow

• Editing Data in a Case Summary screen

  This article has been edited (31st October 2009) to correct links. Let us assume that your system has a simple case workflow created. For example we can see this in the existing default system loaded with... Posted Oct 31 2009, 06:58 by Jeff Richards with | with no comments Filed under: Workflow

• 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

• Reporting on Customizations

  One of the chief advantages of Sage CRM is that it is meta data based. The definitions of screens, lists and business rules like workflow are all stored in the database. If you change the definition in... Posted Aug 24 2009, 10:07 by Jeff Richards with | with 4 comment(s) Filed under: Custom Content, Workflow, create script, table level scripts, SQL, Views, Reports, onChange, Validation, Fields, customization

• Building a Workflow Map Diagram that Shows Progress through Workflow

  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... Posted Jul 06 2009, 02:04 by Jeff Richards with | with no comments Filed under: System Actions, ASP, COM, Workflow, diagram

• Company and Person Workflow Progress with Tracking tab in CRM

  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... Posted Jul 03 2009, 10:36 by Jeff Richards with | with no comments Filed under: List Block, clientside, Workflow, create script, SQL, Entry Screen, Fields, Person, Runblock, company, tabs, progress table, tracking

• Tips for Building 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... Posted Jul 01 2009, 10:28 by Jeff Richards with | with no comments Filed under: Workflow, Web Services, SQL, Views, Reports, Security, Logging, Fields, Graphs, vsentinel

• A component to make marketing workflows fully editable

  Straight out-of-the-box Sage CRM is a fully featured system which has all the main features you would expect in a CRM system. (See the article " How can Sage CRM save you money? "). Amongst the... Posted May 26 2009, 01:46 by Jeff Richards with | with 2 comment(s) Filed under: Marketing, Workflow, Component, Download, WaveItems, waves, campaigns

• How can Sage CRM save you money?

  This article has its origin in a recent presentation I gave as part of this years eSummit for Australia, New Zealand and the Pacific ( http://www.sagesummit.com.au/ ). My focus is usually purely on communicating... Posted May 22 2009, 11:05 by Jeff Richards with | with 6 comment(s) Filed under: sagecrm.com, ASP, COM, Workflow, Web Services, Integration Options, Escalation Rules, Notifications, .NET API, C#, Licensing, advanced customization wizard, Hosted, on-premise, Software as a Service, SaaS, on-demand, extensibility

• Using Quick Notifications to alert users of reassigned records

  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... Posted May 22 2009, 10:50 by Jeff Richards with | with no comments Filed under: Workflow, SQL, Escalation Rules, Notifications

• How does Meta Data create a Screen?

  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... Posted May 22 2009, 08:32 by Jeff Richards with | with 5 comment(s) Filed under: System Actions, Workflow, Summary Screen, Meta Data

• Using a TableLevel script to Update Submitted Values

  This article has been updated 22nd May 2009 to ensure the code follows the convention introduced in Sage CRM 6.2. Imagine you have a requirement to a ensure that a particular opportunity field contains... Posted May 22 2009, 08:25 by Jeff Richards with | with 1 comment(s) Filed under: Workflow, table level scripts, Fields, StoredProc

• 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