In Infor CRM (Saleslogix) It is possible to use Application Architect to delete these Web Client customizations, resetting the client to it’s original layout.
After adding a custom bundle to Infor CRM (formerly Saleslogix) in the Application Architect two users were missing the Edit Option on a Manage Mail Options Form that was not affected by the new custom bundle, and one other user still had the Edit Option on the form. So the first thing we checked is the user's roles
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 […]
Kris wrote previously about a change you can make to allow using QuickForms in Web Browser controls. That change is a necessary one to make, however, there is one more change you must make if you’ll be using QuickForms in the Web Browser control that you will be showing as a dialog. When the form […]
In the unusual circumstance where you as the INFORCRM admin need to grant access to the Application Architect
I'm not a huge fan of bugging end users. I figure, if an end user clicked something, he or she meant to click it. However, that's not always the case. It's especially a good idea for destructive actions or for things that will make a lot of changes and you want to make sure before you pass the point of no return. If a user clicks something and you need to confirm the action with some sort of "Are you sure?" prompt, then it m...
In most places in the Infor CRM (Saleslogix) web client, it's pretty easy to use security roles. You simply add the role string to an "Applied Security" property and the rest is magic. But what if you need to get more granular than that? What if you need to access the roles at runtime and apply security to something that doesn't have an Applied Security property? What if you need to apply role security to individual controls on ...
Sometimes it’s the easiest things that can be a big barrier to entry for getting started with something. I was reminded of this recently with some forum posts on slxdeveloper.com. Something as simple as getting the ID value of the current record can get in the way of getting the real work done if you’re […]
Once you’ve started creating customizations for your SalesLogix Mobile, at some point you’ll want to start getting those customizations into production by deploying them or bundling them to add to your production system. This article will walk you through how to do this in both SalesLogix v8 as well as in SalesLogix v7.5.4. You’ll even […]
Whether you're using Git, or some other source control system, there are certain files in a SalesLogix model that you do not want to include in your source control. Many part of the files in an exported SalesLogix model are automatically generated by the Application Architect and by the build process when you build your web platform. Having these files under source control would only complicate things when working with multiple developers sin...
SalesLogix Exception trying to delete an Entity item from a collection: Collection was modified; enumeration operation may not execute.
If you are working in the SalesLogix entity model and try to loop through a collection and delete certain records, you will not be able to. This is because while you are looping through the collection you can not start removing items from the collection you are in. Instead what you can do is […]
Adding an external assembly to the SalesLogix entity model error: This assembly is built by a runtime newer than the currently loaded runtime and cannot be loaded
If you have ever tried adding a reference to an external assembly in the SalesLogix entity model through the Application Architect and have received the error: Could not load file or assembly ‘file:///SomepathSomeAssembly.dll’ or one of its dependencies. This assembly is built by a runtime newer than the currently loaded runtime and cannot be loaded. […]
In the SalesLogix LAN client you are able to reference the various forms loaded onto a page and then do things with the forms like call sub-routines, refresh, etc. The SalesLogix web client does not have quite as robust capability (at least not exposed, though it is available). The web client does, however, offer the […]
When using IQueryable to look for records within an Entity collection you will likely run into an error at some point when trying to add a condition to search for when that condition is a related entity property, or is a calculated entity property. For instance, lets say we have the Sales Order entity that […]
The SalesLogix web client offers a What’s New navigation item that allows a user to see new and updated items: If you look in the Application Architect at the Pages under the SalesLogix Web Client you can see there is a page for What’s New: Notice that the Page does not contain smart […]
Using external assemblies in SalesLogix development, rather than built in Code Snippets, is a better & more efficient way to customize SalesLogix entities, with far less headaches. Some of the benefits include a better and more complete development environment and having all your code in one place (instead of digging around through all the entities to get to the code). Let's take a look at how to do it.
When restoring a SalesLogix database VFS from a file system VFS receive Error ‘String or binary data would be truncated’
I recently ran into an issue where a client was trying to restore a file system copy of the VFS into the database VFS after completing a development project. This file system VFS had been shared by several developers using a Git repository. When restoring to the database VFS, the restore process would reach near […]
The SalesLogix entity model allows you to add an event/business rule action to a public method in an external assembly. This post talks about how to do this
Programatically Creating a Temporary Lookup Group for a specific entity in the SalesLogix web client
In SalesLogix you will often see behavior where after saving a record your are taken to the detail view of the new record and the current group has been set to just the new record. In the LAN client there was a Application.BasicFunction method exposed to do this. In the web client there is not […]
Often when adding custom code to SalesLogix you need to reference Assemblies that are not included by default in Code Snippets or action items. This problem will often manifest itself with an error when building like “The type or namespace name ‘Data’ does not exist in the namespace ‘System’ (are you missing an assembly reference)” […]