I am having an issue with an ASP page for a custom entity. There is a white box covering a portion of the top frame and I cannot determine what is causing it.
This is what it looks like...
It is the white area just under the black Sage CRM bar.…
I've recently added several new entities to a demo CRM, all using the Advanced Customization Entity Wizard . It seems that half the time everything works fine, but it's not uncommon that the new entities do not display in the Recent List after navigating…
Sage CRM has a great feature — Favourites. All primary entities have the ability to mark them as favourite and access them easily from user Favourite list.
We can extend this feature for custom entities as well. If you have used Advanced Customisation…
This article shows the steps that I went through to create a secondary entity that is a child of a Custom Primary Entity.
The business scenario that I imagined was that I had a new Primary Entity called Project that was created using the Advanced Customization…
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 very nearly yes. In the code for a Project Find screen that I have presented here you…
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…
I have blogged previously on creating multi-block screens based on a single record. A prime example of that would be when you need to design a page for a new entity that includes both a detailbox and a webpicker.
I would now like to consider a Complex…
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 blocks are attempting to place…
This article discusses how the Notes table is linked to the parental record using the idea of the ForeignTableID and ForeignID fields.
Below you can see that I have added the Notes table to a Custom Entity (Project).
There are 3 main screens that…
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…
SyntaxHighlighter.config.clipboardSwf = '/dp.SyntaxHighlighter/Scripts/clipboard.swf';
SyntaxHighlighter.all();
I wrote an article previously that showed how the action buttons on the system search screens set a hidden value in the form. This is the…
Above is a screen shot that shows a default opportunity summary page. At the top of the page is the frame that contains the TopContent information. Sometimes this is called the context information. In this screen the TopContent brings in data from the…
It is possible to take an existing entity,either one that you have added to the system or an existing table such as notes, and allow it to be workflowed. The technique below will be effective for both custom tables and existing system tables. Using the…
In Sage CRM if you have created a new custom entity using the Advanced Customization Wizard then you would have had the option to create a libary page for the entity. This provides a straight forward way of allowing documents to be uploaded into the library…
Help! Hoping someone can help me with this. I have a list from a custom entity that is attached to the company table. I want to be able to export this list to an Excel file. I saw some posts on how to do this for a custom entity that seem to indicate…
Hi,
I'm very new with Sage CRM development and now, I'm trying to achieve to put a button on Customer entity screen.
When you go to 'Communication' -> 'New Appointment', there's 'New Person' link on screen which when you clicks it, it will pop up…
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.
I am trying to arrange my custom buttons so that they are all consistently in order on every single page.
Please see the code below :
this.EditMethod = "RunEntityDataPageEdit"; this.AddUrlButton("Delete", "Delete.gif", UrlDotNet(ThisDotNetDll, …
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…
I have a custom entity, called LeadDB, which is navigated to by means of a find screen. I have added a library and the library page includes the document drop.
The LeadDB may or may not be linked to a lead as its parent. Therefore I have the document…
Hi Guys
Im currently struggling to retrieve the Value of a Search Select Advanced field on a Custom ASP Page.
I have tried the following methods to obtain the value with no success:
Values("Corp_AccountId")
Entry = EntryGroup.GetEntry("Corp_CompanyId…
Sage CRM v7.0.d.2 Custom entity called Service created using the Advanced Customization Wizard Customization is done using .net, service.dll has a RunDataPage method The Service entity has communications The comm_serviceid field is a Search Select Advanced…
Hello. I have an entry screen which is used in many places. The SSA field data inside the screen will also flexible to the place.
e.g: Payment entry page. It can be open by click "New" button in MainMenu. The page will keep all field blank. One more…
