• Sage CRM Opportunity Custom Content - Get current workflow ID

    I'm preparing to migrate our opportunity workflow to a new one, and need to include a bit of javascript in the screens custom content to hide/show some fields based on the workflow the opportunity is following. I have no issue with the hide/show part…
  • Window Alert for Address

    I have a situation where we want a window alert to display when creating a new company/address when the country is Saudi Arabia. The alert would be something to the affect of "Please confirmation additional taxes needed on quotes/orders". This popup could…
  • Custom content - query database

    Help, please! I have a requirement that when a field is populated on an opportunity, other fields are populated on the opportunity with a related address from the populated field. The populated field is uniquely stored as an alias on the address table…
  • Display numeric field with %

    Help please. I want to take a numeric field that displays as follows 25.00 and display it as 25.00% Is that possible? I don't want to change the value submitted to the database. I think like I have gotten myself down in the weeds and I am making…
  • Custom Content script to set something Read Only

    Hello Community, we are currently on version 2017 r3 and running into a little problem. On edit I would like FieldA to be set to ReadOnly when I toggle FieldB's checkbox in real time and not after save. I've tried the below example and had no luck,…
  • Multi line text fields on Custom Screen

    After upgrading CRM to 2018 R1, multi line fields stopped working on custom dot NET screens. I used to work fine since the last upgrade. you can type in the fields but when press enter it does not do line break ? tried creating new multi line fields…
  • Values() collection and highlighting a null value for the dateonly field

    Help! I am using values() to highlight required fields on the screen as long as they are null (ie have no data in them) and it appears to be working for all field types except "dateonly" and I cannot figure out why... I have a requirement for a screen…
  • sdata crud

    The following is an example of how to update a field, in this case an Oppo_OpportunityUId, via client side 'Custom Content' using an sdata2/sagecrm2 (CRUD) call. In this example the aim is to copy the hidden Opportunity Id to a new field so that it can…
  • Help with default status --All-- on search screen

    Hoping someone can assist me with the Lead List that appears on the screen if a user sets their Log Me In To: Lead List in user preferences. I am wondering where this Lead List is controlled. When they login, the status defaults to --All--. However, I…
  • Create Information Message based on Date field in the past.

    I have been trying to create a simple on screen message if the expired date of a Warranty is less than the current date by applying the following script into the custom content of a custom machine entity but it doesn't appear to work. Any advice on where…
  • Distinguishing between a NEW record and an Existing record using Custom Content

    Hi All, In Sage CRM 7.1 SP2 i have code placed in Custom Content that Disables fields and will Enable them when a onchange has been made to another field. To add to this i want to be able to apply this code to ONLY when a NEW record is created and…
  • Sage CRM 7.2: Set DefaultValue not update at the first time

    Hi, I'm doing calculation to find remaining day of the membership. Everything looks find except when I set 'DefaultValue', it was not updated at the first time. For instance, today date = 21 Feb and membership expiry date = 28 Feb so Days remaining…
  • How to hide a field on page load event and make it visible when a selected item in a dropdown is changed?

    I managed to hide a field by using hidden=true; in createScript section. The problem is, how can i make it visible again after the page load event? I am trying to make it visible in OnChangeScript section for a dropdown but setting display or visibility…
  • How to add a button to a vertical panel? ASP API

    Hi, What is the best way to add a group of buttons to a panel? Reports page has the look i am trying to achieve.
  • Custom Mail merge fields for word documents.

    Hi, I am currently working on a word document for mail merge. The way i am doing it is that i first create a word doc on my physical machine and i will then include fields which i will acquire from the drop down list. This drop down list can be found…
  • Is it possible to add dynamic fields to a shared document from within word?

    Hi, I am just curious is it possible to have some kind of drop down list in MS Word that will allow you to add available fields to your shared document? Or is it possible to have a selection of available entity fields and add them to a shared document…
  • How to add custom screen to default entity block like Company or Person.

    Hi, I tried to add a screen to personsummaryblock where i also activated my component recording but the screen is not there? Am I doing something wrong or is the feature not working?
  • How to enable field requirement checking? ASP .API (SDK)

    Hi, I have a small issue with save button on my 'myAircraftNew' page. If i dont provide details for my required fields the save action will completely ignore it. The resulting action is a new null record in my database. How can i enable field…
  • complex screen in ASP.NET c#?

    How can i create a complex page in ASP.NET c#? I cant find any example. Please help me.
  • how to create Back button in ASP.API (SDK)

    Hello, I have a cancel button here defined in my search page : this.CancelMethod =""; When i press this button i would like to to simply go back one page. How can i do that? Thanks.
  • How to remove or hide filter from EntityListPage SDK (ASP.API)

    Hi, This page contains filter screen called EntityFilterBox where i removed all fields however the filter button still remains on my page. I was also looking for some filter boolean property or method where i could hide it but i couldnt find it. Could…
  • How to assign DataPage to Summary tab in SDK (ASP.API) and make it active after entity selection.

    Hello, I am trying to assign my EntityDataPage to Summary tab. At the moment Summary tab points to the EntityDataPage method within DLL file. When i select a specific item from a list of items then ill get my EntitiyDataPage from my dll file which…
  • .NET Custom summary page

    Hello, I am trying to retrieve company details. (this page is similar to company summary page) This page (dll file) is assigned to a custom tab within company entity. When i find a company and go to my tab containing the dll file i will get a page…
  • .Net API deploying DLL file to Sage CRM

    Hi, I changed my Output path of the project (.Net based) to sage crm folder as suggested in PowerPoint Slides but it doesnt work. Error 1 Unable to copy file "obj\Debug\Sage CRM 7 Basic Template1.dll" to "..\..\..\..\..\..\Program Files (x86)\Sage…
  • How to retrieve a list of records for company id.

    Hello, I am trying to retrieve a list of projects with associated company. (for example: i am trying to do the very same thing where when you find your company and click on 'People' tab then youll get all people associated with this company.) So…