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Hi all,.
I wanted to change the action name that is displayed on the screen from "Document Reviewed" to "Document Review".
I have try changing it in the workflow rule, did not success.
I have try updating it, assuming that the value comes from…
My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes.
I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…
Hi
i am trying to populate some values on the 'new free text item' screen onchange of selecting a product, i have the following code in the custom content:
function setValues()
{
var prodId = crm.fields("quit_productid").val();
var successProduct…
Hi, I have followed the information in this post: Building a List with an Editable CheckBox using the .NET API (in Sage CRM v7.1 SP2 and earlier) - Sage CRM Hints, Tips and Tricks - Sage CRM - Community Hub and have downloaded the latest SDK that has…
I need to create a field in CRM that has a link to project folder on the file server.
We have a field in CRM called Project Number. The project number is 2-xxxx (four digit number).
On the file server we have projects listed starting with the same…
Hi All,
I'm trying to create a dynamic prompt for users. That when going to a Case record it would show if the contact doesn't have an email address. I'm trying to use something like the following on the Person field on the Cases screen. I know how…
Hello community
I am currently working on a script in Sage CRM 2023 R2 based on the examples provided in the admin documentation. However, I am facing an issue with my conditional logic, and despite following the examples, it doesn't seem to be working…
I'm sure that it is possible to create a common server side JavaScript file for table script functions but I can find no reference to this. Does anyone know how to do this? I thought there was a system parameter for this but I can't find it.
At the…
Hi community,
I'm reaching out for help as I navigate a task assigned by my director. I've been tasked with adding a field to the order table, labeled 'orde_originatorapproved.' (this has been done).
The challenge is limiting access to viewing and…
Hi there,
I have recently added a checkbox field to the person entity which acts as a flag to indicate a person is eligible for an upcoming MailChimp campaign. When creating a group for sending to MailChimp, if I add the checkbox field to the search…
Is this possible at all ? I have tried using $.ajax (which im assuming is not available as its serverside) , the XMLHttpRequest() object, and the fetch() function and none of them appear to work for me.When a particular field value changes I want to call…
Hello,
I have two js Skript in my js/common installation.
For example:
One.js
var One = One || {};
One.exec = function () {
document.EntryForm["vpos_preis"].value = 99;
]
Two.js
var two = Two || {};
Two.exec = function () {
document…
If would be wonderful if someone could assist me with the following. I have written an ASP page which displays a list of orders. This list is generated in the code and does not rely on any metadata. A snippet of the code is included below
var list …
Hello,
I have a custom entity and want to get a value (price) from a custom sql-table based on the chosen value of three fields (product, channel, place)
Every time one of the three fields were updated in the screen I need to update the price.
…
We have a customer who uses several different workflows for cases (They are used as workorders in the system to track inspections and repairs.).
Since upgrading the customer to CRM 2022 R2, they have been receiving a message that they must enter the…
I have a custom entity that HadCompany and HasPeople.
If I link an existing company, is there a way to bring over all the people in that company automatically?
Thanks!
In a dev environment and created a custom entity. I realized after that missed the 'Has Library' option. Mistake on my end.
Is there anyway to add this parameter after the custom entity is created or am I SOL?
Not the end of the world being it is…
Hey everyone,
We do have many dashboards with different reports telling us what to do next, which are missed deadlines and what my daily performance is.
Now I'm wondering if there is a way to change the background color of a field or line based on…
I was doing some cusotmization of Opportunity Stage selection dropdown. I mistakingly changed the Code for some of the choices/translations. Does anyone have the original default 'out of the box' list?
Hi there,
I have two related fields in a case detail screen - case_root_cause and case_root_cause_datetime. I am trying to set the datetime field to date.now() when the case_root_cause field is changed to be no longer empty. I tried to do this by using…
Hello,
We're looking to try to add a field to the Opportunity Total box (derived from the Order) to show the Total Net Amount.
What would be the best way to add this, or change the 'Total Order Value' to be the 'Net' amount? Not sure if I've just…
Hi all,
on quote item grid, I need to add hyperlink to the other column, in case something like this happen. Please see row #3, there is no description, hence, no hyperlink, and there is no way to edit this row.
Please teach me how to add hyperlink…
Hi
We have created a field on opportunity for licence number
In my workflow step I want the licence number to populate the next number when I get to that stage.
Please guide on how this can be achieved
Thankyou