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Michele Gaw

Component Manager and workflow

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During the overhaul of an existing Sage CRM system that has been around for many years.  It was decided to abandon the current install and start from scratch on a new server with the same version.  While were were doing the customizations on the original server, we had the component manager turned on to capture the customizations.

However, when we applied the customizations on the new server, the workflows that had been created did not come over.  Is there a way that I can move these without have to recreate them from scratch?  One of the workflows is fairly simple and would not be a big deal to recreate.  However, the other one would be painful to do and I am on a tight time schedule.

Any assistance would be greatly appreciated!  Thank you! 

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    Hello Michele,

    I noticed you said you had the component manager turned "on" in your post. I am new to Sage CRM and I am trying to customize the opportunity page and when trying to change the screens the system keeps saying: "*** Attention *** Component Manager is not switched on. This change will not be added to a component". Do you know that this means and how to turn it on??

    Thank you.

    Sonia

  • 0 in reply to Sruivo

    Sonia

    When you make a change in the admin areas you make a change in the metadata tables.  The metadata tables are the tables that store the information about how Sage CRM has been configured.  The component manager uses a field on each of the metadata tables to store a 'flag'.  If the component manager is switched on the against then each row changed will be marked with the name of the component.  But if the component manager is switched on then no record will be kept.

    You can find some short videos here:  https://www.youtube.com/user/SageSoftwareNA/search?query=sage+crm+%22component+manager%22

  • 0 in reply to Sage CRM

    Hello, Thank you for your reply. 

    So when in the example I'm working on, I want to add a screen to the Opportunity page. There's currently one called "Opportunity total", that I can see on the opportunity page but it's empty and has no info to fill out.

    When I go to Administration -> Customisation -> Opportunity and then screens, the screen I want to edit has the fields inside even though they don't appear on the opportunity page. The only difference from that screen to the Opportunity details screen in an icon under change (image below) and I can't change. Is this icon the reason it doesn't have anything on the opportunity page? because it's when I click on that item that I get the message saying the component manager is not switched on. What should I do?

  • 0 in reply to Sruivo

    Ah...We are drifting away from the original topic of this thread.  Could you please report last question into a new forum post please.

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