In the web client there is now a proximity search to find records within a specified distance of one another. There are 2 proximity searches- one for account and one for contacts. This functionality is in 2 custom smart parts both in the ProximitySearch folder: ContactDistanceSearch.ascx AccountDistanceSearch.ascx Searching on the Contact version has a problem […]
One of the new features introduced in 8.3.06 is the concept of favorite groups. Previously a user saw all groups that were released to them when they went to a page in the web client. This caused performance problems to load all of these groups when the page was rendered- especially once you got above […]
How to size a control within the tab workspace of the Infor CRM web client to fit the available height of the tab control.
“Service Sage.Platform.Application.IEntityContextService is not available in the current context” in Infor CRM web client
If you are trying to navigate to a page in the Infor CRM web client and get a message of: We apologize for the inconvenience, but your request cannot be completed. Service Sage.Platform.Application.IEntityContextService is not available in the current context. Fear not, nothing is wrong with your system. It is an unhandled error that is […]
In the web client you are able to retrieve the raw SQL statement of a group. At some point along the way in the life cycle of the web, the storage format of the SQL statement changed. There is a method GroupSQL that used to return the same SQL as what you would see if […]
A post showing how to use Linq to sum an entity collection quickly.
There is a problem adding quick forms to web manifest if they contain an image resource reference that does not match case.
I was recently working with a client who was having trouble installing the 8.3 Web Action items manifest (Infor v8.3 Action Items VFS.zip). Within this manifest are actions like create triggers or drop indexes. Whenever these Database Definition Language commands were attempted they would receive the dreaded and completely useless “Object Reference not Set to […]
Prior to 8.3, the ExchangeRate table in the Infor CRM database used the column CurrencyCode as the primary ID of the table. Because of this in the custom Opportunity Smart part OpportunitySnapshot, there was a method to get the exchange rate called GetExchangeRateData that used the GetById method to return the ExchangeRate record based on […]
In the Infor CRM web client, we have gotten asked how to modify the address dialog that comes up when you click the pencil icon on the address control, like on the Account details screen. As usual things are a little more complicated than it seems. The Edit address screen is actually two different things […]
Breaking Campaign Target Logic In older version of the custom smart part LeadSearchAndConvert, there is code in the ConvertLeadToNewAccountAndContact method that converts lead campaign target data into the newly created contact record. In older version this code look like: In 8.3 that Lead business rule no longer exists. Instead there is a new method in […]
If you have an editable grid with a Custom Format Function in a version before 8.3 the function signature looked like this: Now in 8.3, the format function needs to look like this: If you try to use the pre 8.3 code in an 8.3 system the editable grid will not display. Come on Infor.
A lot of customers have asked to have the web client modified from the generic Infor CRM branding to their own company branding. While a lot of this is fairly easy to accomplish by modifying files directly in the VFS, there is one particular file that is a bit hidden. Lets go through the files: […]
With how the quick forms are constructed into asp.net user controls when the web client is deployed, it can be difficult to manipulate the appearance of controls since they exist within unnamed divs and table elements. There are some cases where you can implement custom style attributes to a control to make them appear in […]
We recently ran into an issue when upgrading a customer to 8.3 that I wanted to discuss as it is a potentially big issue that could prevent an upgrade from working correctly, despite no warnings or error messages to alert you. One of the first steps to upgrading is to install the 8.3 VFS project […]
The web client’s editable grid does not resize well when you expand a tab that the grid may exist on. You end up with a lot of white space at the bottom of the grid where you could be showing data from the grid. Unfortunately the architecture of the tab workspace does not offer an […]
Infor CRM Web Client – Running a Report from a Button and Allowing Users to Choose the Output Format
When performing a merge of contacts in the Infor CRM web client it handles merging a lot of child records off the contact. One area that is not touched is the account product area where a contact is defined. if you are merging a contact associated to an account product, the merged contact remains associated […]
I always forget what this default is supposed to be. here it is: %ALLUSERSPROFILE%\Sage\Scheduling\Tenants
The quickforms in Infor CRM are rather limited in their layout options. Everything is rendered into table rows and cells and sometimes those layouts are not what is needed. You could always make a custom smart part and design away, but for a simple tweak to the placement of a control you can use server […]