Browse By Tags

  • Table Script Common Functions File

    I'm sure that it is possible to create a common server side JavaScript file for table script functions but I can find no reference to this. Does anyone know how to do this? I thought there was a system parameter for this but I can't find it. At the…
  • Compare database NULL to Empty Screen Value

    Help! Please! :-) I have a requirement where I need to add a record to another table if certain fields on the company record change. I am using a table-level script to accomplish this. However, I am completely open to a better way to do this, if any…
  • Custom table - Table Level Script

    Help! Please! I think I am running into an issue with a table level script where perhaps I cannot see the forest for the trees. :-( I have a custom entity and if I update a field on that entity, I want to update another field on the same entity and…
  • Setting or Updating Date Fields using a Table Level Script

    This little tip shows how you can use a Table Level Script to set a value for a field that is not displayed on the screen. In my example a customer needed to implement a business rule that when a user updates the company field 'Type' to be a Customer…
  • Table Level Scrip on Person not firing when Person added via Sage SOAP webservice

    Hi, In our implementation of Sage - on premise 2017 R2 - we add persons via the Sage SOAP webservice. We have a TLS on person. The script works perfectly when a person is updated or inserted via the application. But it does not fire when inserted via…
  • Table Level Script - Basics

    I have a need to update a custom field: comp_datelastnote (date/time) when a user inserts or updates a Note. I've been reading through posts for a few days to try to piece the solution together. Currently I'm here: var myCompanyID = CRM.GetContextInfo…
  • Adding a communication with a Table Level Script and retrieving an array from the same record for assigning to the comm_subject field

    I am not that familiar with table level scripts and I was hoping I could get some direction on which way to tackle this. The situation is, I am adding a postinsertrecord script to the Lead entity, where a communication is created for the assigned user…
  • Running a script after update?

    How do I run a table level script after a record has been updated? The UpdateRecord function is before the commit to the database. I ask this because I want to run an SQL script which updates a total in a quote field whenever any of the quote items…