When you are in the context of an Opportunity, then you are also in the context of a Company and Person. You can see this clearly in the screen shot below.
It is easy to test for general context in CreateScripts, Validate scripts and Tablelevel scripts…
In Sage CRM it is possible to have multiple workflows created for an Entity. For example we may have one Opportunity workflow that is used by a one team for a particular type of sales opportunity and another workflow that is used for a different type…
I have written before about E-mail Templates in Sage CRM. See "Fields Available in Email Templates".
In one of the comments added to that article, I mentioned that Custom Entities only use the view vSearchListUser. This is not the whole story…
A customer had the requirement to hide the column "Assigned To" from the Case List in the MyCRM menu.
but show it in other contexts like company, person and especially Team?
Note: This would be the same idea for any List called from…
Secondary entities are technically never in context so the GetContextInfo method doesn't work for these entities. For example if you wanted to get the current address id this would not work: GetContextInfo('address', 'addr_addressid');…
In the image below we can see the Company Name is displayed in an opportunity list that is in the context of the company and so that column is redundant and does not need to be shown.
The list is created by the opportunitylist system action which is…
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…
I have created a very simple page that contains a couple of buttons. The starting page is an ASP page in the context of the Opportunity. These buttons will allow me to jump to different places in the application. The first "company" button jump is built…GetContextInfo() is perhaps the most commonly used method within the Sage CRM API. This is both within internal code (Create scripts, Validate scripts etc) and application extensions which maybe either COM ASP or .NET API.
GetContextInfo() returns a…
Please see the previous articles that discuss the Key Values in Sage CRM URLs.
PreviousDominantKey = -1;
DominantKey = 0;
CompanyId = 1; //current company
PersonId = 2; //person we are CURRENTLY viewing
AddressId = 3; //address we are currently EDITING
UserId…
The concept of the Entity is important within Sage CRM and is used through out the system.
When dealing with databases and designing applications the term entity can be used to describe anything of significance. This is true for both real and conceptual…
I have a field create script in OpportunityDetailBox that uses GetContextInfo() to get some values from the company table. This works fine if an opportunity is navigated to via company summary and opportunities tabs, but if I select the opportunity from…
Help!
Hoping someone can assist me with an ASP page. I have the page the way that I need it. However, I lose context with the company record I am on after saving the page. After saving, I need to have one field populated and then I want to return…
