Below is a picture of the Company Find screen.. This is the standard system screen. But can this screen be duplicated for new entities such as "Project". The answer is very nearly yes. In the code for a Project Find screen that I have presented here you…
You only need to follow the tags " List Page " or " List Block " to see that there have been lots of articles written already about how lists can be customized. In this article I want to step back and bring all these points together so we can see the…
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…
There is a previous article, " Action buttons on Custom Entity Find Screens "
This post explained how to recreate a find screen but I am now going to consider adding a new Action button to an existing system find screen. (See below) For example you…
If you are working with Self Service and tried to build a custom button using the techniques discussed in the article " Adding Buttons to an ASP Page ".
e.g.
var strCallASPButton = CRM.Button("ASP","save.gif", CRM.Url("myPage.asp")); myBlock.AddButton…
Consider the code below. This is for a simple edit screen for the Opportunity entity.
var intRecordId = CRM.GetContextInfo("opportunity","oppo_opportunityid"); var myBlock = CRM.GetBlock("opportunitydetailbox"); var myRecord = CRM.FindRecord("opportunity…
I have previously discussed that access to buttons can be controlled by the 4 & 5 parameter of the CRM.Button() method used in Classic ASP. The entity referenced in the 4th param has to be an entity normally covered by security.
The example covered…
Access to buttons can be controlled by the 4 & 5 parameter of the CRM.Button() method. The entity referenced in the 4th param has to be an entity normally covered by security. (This can also be a custom top level entity) The 5th parameter can be
INSERT…
This has article has been corrected and the code reformatted 17th October 2011.
I have written before about building buttons that call the inbuilt system actions. The action code for the internal email editor is 1500. We can set up a new SendEmail…
Imagine that you have created a new page that lists data from either Sage CRM or an external system. It maybe that you have classified your users into two types. The first can only view the data, so the actions buttons should be hidden, but the second…
SyntaxHighlighter.config.clipboardSwf = '/dp.SyntaxHighlighter/Scripts/clipboard.swf';
SyntaxHighlighter.all();
I wrote an article previously that showed how the action buttons on the system search screens set a hidden value in the form. This is the…
In this post I would like to consider how you can establish whether a page has just been called via a hyperlink (from the tab) or it has been called because "Save" action button has been pressed. Pages can be called either by direct hyperlinking to them…
When you attempt to convert a lead that is not matched to a company, the system displays a message as follows...
Is it possible to add an additional message? We want to add a message to alert the user that they cannot convert the lead to an opportunity…
Help! I have created an asp page to create a very stripped down version of a company record. The record is intended to represent a chain store or chain restaurant. Therefore, the only information that is required for setup is the chain store name (comp_name…
Is it possible to add a new opportunities button to the communication summary page in the same way that new companies and new persons may be added.
I have seen how to add the "new company" and new person" buttons to a custom entity however I can't seem…
Hi,
The security profile is setup that the "assigned to" can view, edit and delete record but do not have access territory.
This security is called on a custom ASP page in the Button definition.
The security does not work as expected. I need to…
Hoping someone can assist me with hiding a button in an ASP page. I seem to be running into a road block and I am afraid I might be making this harder than it really is.
I added a few buttons to an ASP page, when the ASP page goes into "Edit" mode these…
Hoping someone can help me with this. I am probably making it harder than it needs to be....
I want to place a button on an ASP page to launch a SQL stored procedure. I successfully put the button on my page as follows....
var strCallSyncButton =…
Hello,
I have created a new Quick Look page that shows several lists from custom entities.
My new Quick Look Tab is made of a Container Block that is made of 3 lists blocks with custom lists. I choosed this way to create the Quick Look because the…
Hi,
Here's requirement I got
- Select Find to search for company (result as below pic)
- Select first searched result to display company summary screen
- Add 'Next' button on company summary screen which will allow to navigate to next searched…
Hello,
I added a new table connection called 'Customer' from a custom database. This is automatically converted to a secondary entity in customization section.
This table contains some data, fields and an ID field called 'sn_account' of type varchar…
Hi,
I'm facing this error, "An unexpected event has occured : Exception : field Quot_OrderQuoteID not found."
Here's step:
1. Go to Quote screen
2. select "Product Code" , "Edit Line Item" screen will appear on the bottom & then select "Delete…
Hi,
I created a dll based page which calls a screen containing a bunch of fields for my custom entity. On this page a user can type in an ID to my serial number field. -> that will trigger a javascript function which will use Ajax in order to automatically…
Hi,
I am trying to recreate 2 default buttons for the opportunity entity. These are the button called Next and Summary Report.
The problem with the first button is that it doesnt retrieve the next record and it also redirects to the default page.…
Hi,
I have activated a workflow for opportunity entity where my first rule is a primary rule and after that i have a few transitional rules. The workflow rules/buttons do not appear on the screen. I also noticed that workflowId field for each opportunity…
