A customer needs to know what particular System Action was used to trigger a Table Level Script. The big problem facing us in this scenario is that the Values() collection usually used in server side scripts to obtain variables passed in from the browser can read any form data but it can not read information...

This article has been edited (31st October 2009) to correct links. Sage CRM uses Apache FOP (Formatting Objects Processor) to generate its reports in PDF format. See http://xmlgraphics.apache.org/fop/ FOP is an example of a print formatter that uses XSL formatting objects (XSL-FO) and is in theory not...

This article is based on a requirement that a customer had to store additional information about each user that was also under the control of the user. The original customer requirement was quite simple, they needed to allow each user to maintain their own home address, date of birth and next of kin...

This article shows how to add a button to an existing system screen that will call a report. For example if you look at the image of the OpportunitiesList screen below you can see that a button has been added that calls a popup window that displays a pdf report. You may think that since reports are a...

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 been added to the Opportunity screen. In this example application, when the 'Workflow Map'...

This article discusses how a system administrator can link the help button within a system screen to a new or revised help file. Throughout Sage CRM the system generated pages have help buttons which link to contextual help. If you are on the Company Search screen and you click the help button then you...

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=1&CLk=T&Key0=8&Key1=43&Key2=57&Key8=46&T=Case We can see that the Action...

This article has been updated (29th April 2009) to correct hyperlink references and to use the coding convention introduced in Sage CRM 6.2. The CRM.URL() method is used to allow you to build correctly formatted URLs that reach back into the application. Most commonly this is used to interact with ASP...

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. The starting page is an ASP page in the context of the Opportunity. These buttons will allow...

This article has been updated to correct links. There is a previous article, " Action buttons on Custom Entity Find Screens " This post explained how to recreate a find screen but I am now going to consider adding a new Action button to an existing system find screen. (See below) For example...