Back in 2009, Ryan wrote about how to determine if a user is in a team. His last code snippet example is no longer valid as those methods now return different object types. His old code was this: The new code should be this:
We recently had a client who ran into issues trying to edit some of their activities in the Infor CRM web client. The same activities could be edited in the Windows client successfully. When attempting to edit the record in the web client the system throws an exception with event log stack trace shown below. […]
I wrote previously about how to adjust the journal table so that dates do not show the UTC values recorded as data changes against a ticket. That previous post was back when the grid was a SLXGrid and control and the code contained an example of how to convert the time based on the server’s […]
How to get to the information telling you who is logged into Infor CRM and how many concurrent licenses are available.
How to add multiple conditions to the Infor CRM web lookup control.
A new setting in the web.config file in 8.2 prevents data from being saved.
The SLXGridView control (the older of the 2 controls available in the Infor CRM web client) inherits from the standard ASP.Net GridView as Ryan detailed. Knowing what this control is we can then identify how to change the column header dynamically. This is normally set during the RowDataBound event, however we can also access this […]
Extending the v8.x Infor CRM (formerly Saleslogix) Entity Model to Allow for Extended Entity Audit Logging
One of the great things about the entity model in the Infor CRM web is the ability to easily set up auditing on changes to fields in an entity. All you need to do is set up a history table and then simply check the entity properties you wish to have audited. One shortcoming that […]
How to extend the Infor CRM (formerly Saleslogix) email control in the web client.
In a previous post, I described how you can sort a grid in the 7.5x level of Infor CRM (formerly Saleslogix). Apparently in 8.1x that method doesn’t work but you can also do the same using Linq. Lets say I am on the Account page and want to sort the contact grid by CreateDate in […]
How to enable word wrapping for IE in the Infor CRM web client
More about standard Infor CRM SQL triggers added in v8.1
The ComboBox control on a quickform renders as an ASP.Net Listbox control. If you want to set the control to disabled, you would think adding a code behind of: control.Enabled=false; Would disable the control. Well you would be wrong. This is due to a change in the ASP.Net v4 runtimes, as described here. Instead what […]
Using the TabWorskpace you can iterate through all the tabs on a page and do something with them, like show or hide them. To do this you need the following code:
As Ryan wrote a long time ago, you can create a module and add it to a page in the Infor CRM web client to show or hide things like menus, or tabs. Problem is that this functionality doesn’t work well starting in 8.1 with update 05 as the modules no longer run as you […]
I recently was asked how to define picklists in the mobile client to follow the validation logic that the full web client does. lets look at how to add a fully new picklist to a form, in this case the edit address screen, to add the County field in. // add county […]
Infor CRM (Formerly Saleslogix) Adding a Client Side Confirmation on a Dependency Lookup in the Web Client
We recently had a client who wanted to have a user confirmation prompt before a user was allowed to make a change to a dependency lookup. This was because there were rules in place that significantly altered data upon a value being changed from one thing to another. The particular control that this was for […]
I recently had a client who needed to have a lot of elements on a form. They wanted a kind of “Back” “Next” functionality where the user could scroll through a series of screens. How to do that? Well the solution I came up with was to use a panel control, and then load a […]
Infor CRM (Formerly Saleslogix) Allowing quickforms to be used within the Web Browser control in the web client
The Infor CRM web client has a “browser control” that allows you to embed another smart part onto a smart part. This is what is used for the Opportunity snapshot area on the Opportunity Detail page. Normally only custom smart parts are used in the OOTB implementation. It is possible to use quickforms, however there […]
Infor CRM (Formerly Saleslogix) Getting the Current User and Contact Context in the Web Custom Portal
Ryan Farley previously posted about how to get the current Contact context in the Customer Web Portal. This same approach can be used to determine the Saleslogix User context that the Customer Portal is running under. Expanding on Ryan’s initial post by calling a different service, like so: Sage.SalesLogix.Security.IWebPortalUserService service = Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform....