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Hi all,
I am creating a workflow. in my workflow, I want to have a condition before proceed to the next action. Based on this condition, I will show/hide the next action.
for example:
if Lead company is match (Lead_CompanyMatch='Y'), show action…
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…
There is a field that people should be able to complete when adding a new company, but not able to change / view when on the change menu unless they are one of four people.
We thought an On Change script would work for this and have tried the below…
I've been scratching my head on this one for the past couple of days and wonder if anyone can help? I've seen a couple of similar queries here but when I've tried to implement the results I've not had any luck.
I'm trying to set the default value of…
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…
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…
I've been trying solutions recommended by similar posts on the forums, verifying to the best of my knowledge that my Javascript syntax is correct, and I'm still having issues.
I'm trying to display a field "Duration of Rental" only if the Opportunity…
I've written a CreateScript that interrogates a value in a date field on the page to see if it is less than the current system date. If it is, the value of another field from the same page is updated in the database. This is working fine but I want to…
Hello,
I am running a script that updates the currency table in my database daily with the new exchange rates. Via js-script I am performing a metadata update with "CRM.refreshMetadata()" to pass the information to the screens. Through the logs I can…
How can I change the caption of an field in a scree by using onChange of another field or a selection list? I have tried following code but din't work.
if(this.value == 'value1'){ //alert('hahaha'); field_id.Caption = 'value2'; }
This post is a revamp post on how to manage linked selection lists (drop downs) in Sage CRM. This was posted before on the CRM community here - https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2008/01/14/dynamic-selection…
Have you ever come across a date in CRM that you want to add a month or a day perhaps, but when you try doing that JavaScript gives you an error, perhaps Invalid Date, or the month gets read as a day and day as a month. Certain regions use certain date…
This is the second part of a two part tutorial. You do not need to follow on part 1 for part two to make sense. Part 2 is considered more advanced and should be treated as such as you need to be familiar with CRM's JavaScript classes and functions.
…
The client side API allows us to remove buttons from the screen.
Note: The 'name' of the button is case sensitive so that 'executesummaryreport.gif' is not the same as 'ExecuteSummaryReport.gif'.
Each button can be identified in the button panel…
A customer had the following requirement. They wanted to be able to hide the 'Ignore Warning and Enter Company' button for all non-administration users when dedupe was turned on and when Sage CRM flags that the user is entering a duplicate company. The…
Sage CRM has a wide range of different gadget types that can be included in the Interactive Dashboard.
Below you can see that I have created a custom Dashboard which includes List Gadgets, Chart Gadgets and a Record Summary Gadget. There is also a custom…
If you work with Visual Studio then a library of snippets has been added to the General Development Resources folder that is available to all partners within the community. This is a resource that will prove very useful for you when customising the Sales…
A customer had a requirement to sum the value of two currency fields and place the calculated total in a third field.
See the image below.
The three new fields in my example are
oppo_licensevalueestimate
oppo_servicevalueestimate
oppo_totalvalueestimate…
There are several articles that show the use of the Client Side API. I hope this is a valuable reference that brings everything together.
See
There are some Drop-in Demo Code examples of business rules that can be implemented in Sage CRM using the…
A customer had the requirement to place some rules on the company name field to discourage users from entering characters that were not allowed in business names.
Which special characters may be used in a business name will differ between countries…
This article is about the client side API.
Specifically this article is concerned with how to write a script to handle the information within a grid and then apply an action to the cells, row or columns of the grid where more than one criteria is needed…
I was going to call this a 'warning from history' but as you read the rest of the article you may realise that the 'updateddate' may never have been filled in.
The eWareQuery object is a fantastically useful tool for on-premise developers to use in…
Screens like the Opportunity Summary, Case Summary and Company Summary page are divided into different panels. Much of the page layout in the current version is controlled by HTML Tables.
CSS styles are used to format the display of the tables and their…
The screen shot above of a Company Summary screen shows a graph displaying the count of opportunities and cases belonging to the company in the TopContent area.
This has been created using the following code added to the Custom Content box of the CompanyBoxLong…
In the image below you can see that I have added some additional HTML to the TopContent of the Person Summary screen.
The following code can be added to the custom content box of a system screen like the PersonBoxLong or CompanyBoxLong.
[code language…
