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  • Using an IF statement with a multi-select field in an OnChange Script

    Hi Everybody, I hope someone can help me understand how to use an IF statement with a Multi-Select field in an OnChange script. This basic IF statement can determine whether Blue has been selected in a Text or Selection field. if (oppo_color.value…
  • How to use an onChange Script on a Selection list or another field to set a caption of another field?

    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'; }
  • Field Identification in Clientside code in Sage CRM screens (including Self Service and Web To Lead)

    One of the most important tricks that anyone starting to write scripts for use in Sage CRM needs to know is how fields can be very easily identified when they are written out onto the screen. The HTML snippets below are from the CompanyBoxLong screen…
  • Using an onChange Script on a Selection list to set a value of another field

    This is a simple real world example. There was a customer need to set a field values based on value of another field on the opportunity screen. The screens had been customized. The oppo_forecast and oppo_certainty fields were removed from the opportunitystatusbox…
  • Assigning a Company and Person to a Team (Channel ID)

    Both the Company and Person table have a fields that allow the records to be assigned to a team (Channel). Company: comp_channelid Person: pers_channelid The main screens defined in Meta Data that allow data to be added and edited in Sage…
  • Example Business Rules for Text fields.

    Below are some code examples showing how Business Rules can be implemented on Text fields using the onChange and Validation script options within a screen. The examples shown are: The field may only contain letters and numbers The field may…
  • Regular Expressions in Rules

    I was just answering an email about how a consultant could create a business rule that ensures data entered by the user matches a particular pattern. The specific example was needed to confirm that the code entered into a text field was only numeric and…
  • Quotations in onChange Scripts

    Sage CRM uses JavaScript as its internal scripting language. And within JavaScript string literals can be included in your scripts by enclosing them in matching pairs of single or double quotation marks. Double quotation marks can be contained within…
  • How to Populate a Case field in a Workflow Rule action without context ?

    Hi, I am using a version 7.1 and I want to get a case field automatically populated from with the value of the same field from the Company that owns the ticket. Problem is : it is working when I create my case from the Company, thanks to the "Context…
  • Set Opportunity channel based on company channel whilst in a workflow

    Hi. this is the first time i've posted here, so please be gentle with me :) i am, as the subject says, wanting to link the Company and opportunity channels when i create a new opportunity using a workflow. if i create an opportunity whilst in the…
  • OnChange not changing

    I am having issues with the OnChange script below:. switch (this.value) { case 'Introduction' : oppo_certainty.value = '5'; break; case 'Presentation' : oppo_certainty.value = '25'; break; case 'Quoted/Bid' : oppo_certainty.value = …
  • Remove leads after converted to an opportunity?

    Hello, We have a requirement that the salespeople no longer have leads show up on the find screen after they have been converted to an opportunity. My thought was to create a script perhaps on the opp screen create script to set the lead_deleted field…
  • Updating Opportunity Certainty Field Based on Stage

    Hi, everyone! I am fairly new to Sage and need something that - I think - should be fairly simple. When a rep is creating an opportunity, and chooses a stage, the certainty field should auto populate with an assigned integer. Example: Choose "presentation…