It is possible to dynamically change the Coaching Captions displayed in a screen.
In the article "The control of Coaching Captions in a screen", I explained how coaching captions are stored in metadata and then displayed on the screen.
We saw…
It is possible to dynamically change the Coaching Captions displayed in a screen.
In the article "The control of Coaching Captions in a screen", I explained how coaching captions are stored in metadata and then displayed on the screen.
We saw…
In the article "Passing an additional parameter to a .NET dll or ASP page from tab and buttons."
I discussed how you can add additional flags to URLs. These additional parameters may also be added to URLs when a page is redirected or as a button…
A customer had a need to display field values of selection lists as icons in a summary page.
Within the admin screens, it is possible to cause a column in a list to show selection field values as a gif as you can see in the image below:
This is explained…
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…
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…
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…
You can use Client Side code in Sage CRM workflow. The image below shows an Opportunity that is being progressed through a workflow in Sage CRM. In this example opportunity workflow the maximum certainty allowed for any stage has been controlled. e…
This article is going to walk through the process of converting a business rule originally coded for Internet Explorer to one that uses the jQuery javascript library to work in all browsers.
This article uses as its base the business rule originally discussed…
Consider this image below.
The screen shows the Key Attributes tab in the company context for a customised system. The screen shows a series of check boxes in the different categories used within the system.
A customer had a requirement for their staff…
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…
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…
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…
The image above shows that the value of the oppo_certainty field has been rendered as a graphic widget. The certainty is shown as a value on a linear gauge using the features of the FusionChart libraries that can be used within Sage CRM.
I created the…
A partner recently asked me ""how can I discourage any fiddling with the code I have written for my customer"". The person who asked me this was anxious about two things. They wanted to make sure that their code didn't break, and they didn't want unauthorized…
In this article I would like to consider 3 examples of adding a custom print button to a system screen.
The button to be added will open a new version of the current screen that has minimal formatting which will allow the relevant information on the screen…
The previous article "Calling Extensions (ASP pages and .NET assemblies) from Buttons added using the Client Side API" discussed how new buttons can be added to system screens.
This article will look at how we can add the button exactly where…
The new Client Side API adds a very easy way of adding new buttons.
crm.addButton(imageURL,captionfamily,captioncode,[options])
The new Client Side API allows application extensions to be called. This would typically mean calling either an ASP page or…
One of the common requirements that I hear during my conversations with partners and customers who are implementing Sage CRM is that at different points within a workflow or business process the organisation may need to make a user concentrate on only…
Below is a screen shot of an Opportunity Summary page. You can see that as the mouse hovered over the Company Name in the 'For' panel of the screen a tool-tip appeared that displayed the company's Status and Type. This is information that is not normally…
The Client Side API contains methods that make it much easier to select rows, columns and individual cells for manipulation. Properties can be set, new data displayed in tool tips and the style of each cell can be changed.
The documentation contains a…
What I find is so useful about the Chrome developer console is that it lets you edit JavaScript code on the fly and so is a very good way of starting to evolve a business rule that needs to be written in the Custom Content field or even an onChange script…
Forgive me if I am missing something really obvious but within the Client Side API there doesn't appear to be a way of making a field read only. You can hide a field and collapse it so that it doesn't interfere with the table layout so I would expect…
Has anyone come across an issue with using the client side API and negative numbers? We have a custom integer field under the quote entity which can contain either positive or negative numbers. However the following code:
var margin = parseInt(crm.fields…
Can anyone point me in the right direction on how I can set up the onchange script in the first field of the Free Text window in Orders and Quotes to extract the values from another opportunity and fill them into the Free Text fields?
I've added a Advanced…
