Is it possible to use an on change script with a search select advanced field? When I attempt this, I loose my SSA selection list.
Based on the selection in the SSA field (which is an address record), I want to populate the value of other fields on…
Help please! I want to add a field to what I think is considered the "web picker" on a quote. Based on my understanding of the new quote screen, the area that I want to add a field to actually is representative of the opportunity record and not the actual…
In the screen shot below you can see that in my customised implementation of Sage CRM, I am able to associate an Opportunity with an record held in an external database.
The external table in my system is called 'Contacts'
To allow the table to…
Have you noticed the style of displaying Wave Activities on the communication screen? The Advanced Search Select looks like this in edit mode
And like this in view mode
It shows the Campaign name AND the Wave Activity name within the Advanced…
Some time ago I wrote an article called " Sage CRM EntryTypes used in the COM ASP API " in which I listed the different EntryType codes that can be used to define fields (Entries).
I explained that within an existing system you can check which EntryTypes…
Search Select Advanced Fields are Sage CRM's powerful lookup field type that allows child records to be linked to parents to ensure referential integrity. A user can search for records within an entry screen just by typing in a few letters into searchbox…
A customer had the requirement to be able to create records in Sage CRM that contained lookup fields to another database.
In my example I want to be able to create a case and then link that case to a field in an external system.
Below is an image…
A business has the requirement that when a new opportunity is created Inactive companies and Inactive Persons should not able to be selected from within the fields of the web-picker.
This is a type of rule that will only need a simple statement, and…
This is a topic that has been recently covered within the forums. Since then I have been asked a few questions about this topic so I thought it was worth a separate article.
Below is the summary screen for an opportunity. This has come from a demonstration…
A customer had a requirement that several new custom entities should be added to their Sage CRM system. The entities were added using the Advanced Customization Wizard.
In this example these entities were called "Projects" and "Events". The new entities…
Many teams need to link selection lists so that the contents of one selection list determine the contents of another. For example Support teams love the ability when creating a case, to fill in a value for a type of support issue, and then narrow down…
I was recently asked how to change the view order of the drop down in a SSA field (Advanced Search Select/Search Select Advanced).
The sorting is always on the view field for the SSA field in alphabetical order. You cannot change that. But you can change…
In this article I would like to discuss a number of distinct concepts and then bring them together.
Search Select Advanced Fields
Security and Data Access
Dynamically Changing Field Properties using an Internal (Create) Script
Imagine a business…
One of the neat features in CRM is the ability to restrict a Search Select Advanced (SSA) field by another field. An example of this behavior can be seen in the Web Picker screens where the Person SSA is restricted to the people in the company that is…
CRM allows you to change the display fields used in an Search Select Advanced (SSA) field but it does not give you control over the order of the fields displayed.
The following function, placed in the custom content of the screen, will allow you to…
I have covered the EntryTypes used in CRM in an earlier article, " Sage CRM EntryTypes used in the COM ASP API ".
Below is a simple example showing how to create a Search Select Advanced in an ASP page. var myBlock = CRM.GetBlock("opportunitydetailbox…
Notes In the above image you will see a couple of the rows marked to indicate that there are further notes. Also a feature marked N/A indicates that the method or property is not applicable within that coding environment. It does not however mean that…
If you have been working with Self Service then you know that certain field entrytypes are not rendered in the same way in Self Service screens as they are in the main application extension ASP pages.
These oddly behaving fields or entrytypes include…
I steal from colleagues and now I shamelessly steal from partners. This is a good example of coding the properties of a Search Select Advanced field in an ASP page. The most important thing to point out is that this shows how to use the search sql property…
Simple things can become show stoppers.
I was asked if there was anyway to expose the Product Code field in the Line Items area when building a Quote? The customer wants to enter order by code or SKU number instead of by product family and product name…
Has anyone ever run into an issues with a SSA field will not respond? I try to hit the magnifying glass and the drop down and neither work.
It seems to be happening with both custom and standard SSA's.
Having troubles trying to make a SSA work tha retrieves data from an external DDBB Table, in this case, a table from Sage Murano
Have been guiding me by this post
https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2011…
Hello,
I have two custom entities, Serial and Inspection. The serial entity is a serialized product, and has columns like model number, description, work order, etc.
The inspection entity would be a child of the Serial (i think?). When the quality…
The line " crm.fields("crep_address").value(crep_address); " in this code does not work which leads me to believe this is not how a Search Select Advance d box is populated. Is there documentation anywhere to show how this is done? My goal is to populate…
Hi we have a Advanced search select as shown, I want to populate the Name Field displayed in the Advanced search select in a text field.
Currently I am doing it by using the selected ID, Call the sdata to get the field value required and then populate…