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• 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

• Lookup Fields that Side Step Security

  In this article I would like to discuss a number of distinct concepts and then bring them together. Search Select Advanced Fields Security and Data Access Dynamically Changing Field Properties using an... Posted Jul 02 2009, 10:54 by Jeff Richards with | with no comments Filed under: create script, Search Select Advanced, Security, Fields

• Using a Function in a CreateScript

  In the article " Creating Global Code for OnCreate and Validate scripts " I discussed how we can reuse functions across different create scripts either in the same screen or between different... Posted Jun 15 2009, 01:48 by Jeff Richards with | with no comments Filed under: create script, custom captions, translations, Drop Down Lists, CurrentUser

• 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

• Adding a new Panel to a Summary screen e.g. Company Summary

  A screen like the company summary screen has a very particular structure because it is partially defined in meta data and partial has its structure hard coded into the system action being called. The detail... Posted May 22 2009, 07:32 by Jeff Richards with | with 1 comment(s) Filed under: Custom Content, clientside, create script, custom captions, translations, Entry Screen, Mode, Meta Data, companyboxlong, blocks

• More about the Values and FormValues collections

  This article was updated on 22nd May 2009 to follow the coding convention introduced in Sage CRM 6.2. The Values() and FormValues() collections are serverside objects that are analogous to the ASP Request... Posted May 22 2009, 05:00 by Jeff Richards with | with no comments Filed under: create script, table level scripts, Validation, Values() Collection

• 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 1 comment(s) Filed under: Custom Content, clientside, create script, custom captions, translations, Context

• Working with a Person's Address Type

  When you edit or add a new address for a person in Sage CRM you are invited to specify whether the address is a Business address or a Home address. This choice is then shown on the address list for the... Posted Apr 14 2009, 10:03 by Jeff Richards with | with no comments Filed under: create script, custom captions, translations, Person, Addresses

• The display of a photo or image in the person screen

  This post has been updated to make sure the code follows the convention introduced in Sage CRM 6.2. The code has also been corrected to prevent errors occuring as a new person record is created. The idea... Posted Apr 03 2009, 10:02 by Jeff Richards with | with no comments Filed under: create script, Fields, Library, Image

• Adding the Document Drop Plugin into a Custom Page

  This technique covers the use of the Document Drop ActiveX plugin within a custompage. The Document Drop Plugin is used within Sage CRM to allow the easy upload of documents to the library and will also... Posted Mar 30 2009, 10:43 by Jeff Richards with | with 3 comment(s) Filed under: ASP, COM, create script, custom entity, Key Values, Library, Document Drop, Plugins, Values() Collection

• Objects Available in the Internal COM API

  The diagram below contains the objects, methods and properties that are the main ones used in the internal COM API of Sage CRM. These objects can be used in field level scripts; Create and Validate and... Posted Mar 13 2009, 07:23 by Jeff Richards with | with no comments Filed under: COM, Workflow, create script, table level scripts, Validation

• The Values() collection

  This article has been edited and corrected. The code in this article has been changed to follow the coding convention that was introduced in Sage CRM 6.2 The Values() collection can be used in all serverside... Posted Mar 13 2009, 07:19 by Jeff Richards with | with 2 comment(s) Filed under: COM, create script, table level scripts, Validation, Values() Collection

• Working with a Stored Procedure that returns a result set.

  I have discussed calling Stored Procedures from within Sage CRM before in the the article " Using the COM CRM.CreateQueryObj() to call a Stored Procedure ". From that article it can be seen that... Posted Feb 26 2009, 08:51 by Jeff Richards with | with no comments Filed under: COM, create script, eWareQuery Object, .NET API, Stored Procedure

• Using a Create Script to produce an automatically incrementing number.

  This example code is provided by a colleague in Switzerland. It provides an alternative way of creating an automatically incrementing field value. The result of the code is to create an incrementing number... Posted Feb 26 2009, 04:27 by Jeff Richards with | with 2 comment(s) Filed under: COM, create script, StoredProc, Default Values

• Using the COM CRM.CreateQueryObj() to call a Stored Procedure.

  Below is some code that illustrates how a Stored Procedure maybe invoked in the QueryObject. var strSQL = "DECLARE @@ret int"; strSQL += " EXEC @@ret=eware_get_identity_id 'notes'";... Posted Feb 09 2009, 02:03 by Jeff Richards with | with 3 comment(s) Filed under: ASP, COM, create script, External Script, eWareQuery Object, Stored Procedure