in Search

Browse by Tags

All Tags » custom entity (RSS)
  • Action buttons on Custom Entity Find Screens

    The code in this article has been updated (31st October 2009) to follow the coding convention introduced with Sage CRM 6.2 Below is a picture of the Company Find screen.. This is the standard system screen. But can this screen be duplicated for new entities such as "Project". The answer is...
    Posted to Weblog by Jeff Richards on 10-31-2009
  • 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 about how to add a button to the communications tab of a custom entity to send an e-mail just like...
    Posted to Weblog by JackAllan on 06-23-2009
  • 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 of documents to the library. The orginal article's code that the company and person records were...
    Posted to Weblog by Jeff Richards on 05-12-2009
  • 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 take care of the creation of the library record and the optional communication record. These are then...
    Posted to Weblog by Jeff Richards on 03-30-2009
  • Adding Custom Actions to Find Screens

    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...
    Posted to Weblog by Jeff Richards on 03-13-2009
  • Creating Complex Screens using the COM based ASP API

    This article has been updated to correct links and to bring the code into line with the new coding standard introduced with Sage CRM 6.2. I have blogged previously on creating Multi block screens based on a single record. A prime example of that would be where you need to design a page for a new entity...
    Posted to Weblog by Jeff Richards on 02-10-2009
  • How can I build a multiblock edit screen?

    This article has been updated to follow the coding standard introduced in Sage CRM 6.2 I was recently asked about how to handle the problem of having multiple screen blocks on the same page than when you attempt to move the page to edit mode you get a nasty locks message. The problem occurs because both...
    Posted to Weblog by Jeff Richards on 02-10-2009
  • Adding a Link to the Notes table for a Custom Entity using the COM ASP API

    This article discusses how the Notes table is linked to the parental record using the idea of the ForeignTableID and ForeignID fields. The code has been updated to reflect the new coding standard for Sage CRM 6.2. It has also been corrected and extended to allow the east editing of Notes for custom entities...
    Posted to Weblog by Jeff Richards on 02-10-2009
  • Creating a New Entity using COM API ASP

    This article has been updated to allow download from this site. I have written before many times about creating ASP pages to support access to a custom entity. How does Meta Data create a Screen? DPP and Standard include files for ASP pages The Basic Structure of an Edit Page How can I build a multiblock...
    Posted to Weblog by Jeff Richards on 12-15-2008
  • Some Thoughts about the Hard Deletion of Records

    I used to work for a Dutch software company. In their product there was a feature that would scour the application database and hard delete any data that failed certain referential integrity checks. I have never liked the idea of hard deleting data as it is so permanent. In the case of the software above...
    Posted to Weblog by Jeff Richards on 03-16-2008
Page 1 of 3 (21 items) 1 2 3 Next >