Tag: How-To

Using Computed columns to create an Email link on a standard ICRM web datagrid

Recently, I had a request to build functionality that would allow a user to send an email based on information in a datagrid row. Here is an outline of how I put that functionality together. The form contains a standard datasource/datagrid setup (Note, this does not work with an editable datagrid). In addition to any other functionality on the form, we also need to add two objects: A Hidden Text control, and a button on the form. The Hidde...

Using Global Script functions in InforCRM

I recently had a project that required me to be able to check if a user belonged to a particular team. A previous post by Ryan showed me how to query team membership, but rather than setting this up as a Business Rule, I wanted to create it as a Global function that could be called from anywhere without having to worry about instantiating an entity to access the business rule. Instead of creating a business rule, I created a Global CS script...

Telnet Sample to Send an SMTP email

I am always forgetting how to test sending an email through an SMTP gateway using the Telnet client.  So rather then googling it all the time why not add it here! The initial telnet: > symbolizes your shell prompt. The empty line between the headers and the body is important, as is the line containing […]

Adding a report link to the Common Tasks pane in Infor CRM (formerly Saleslogix)

When you are viewing an Entity Detail page, the Common Tasks pane on the right of the page provides a number of links to perform common tasks, such as Mail Merges, Emails and creating activities for the current entity record. By making a couple modifications, we can add a link to run a report from this section I'm going to demonstrate how to add a report link to the Account Entity. Account should already have a link to run the Account De...

Problem with the Clean Build Folders option in Application Architect

On occasion, it becomes necessary to clean out the build folders and deployed website prior to a build/deploy, in order to force changes to become available. In version 8.1, Saleslogix provides a handy menu option to clear out the build folders. Unfortunately, using this menu item also seems to temporarily break it's own ability to build by causing some of the folders in that build path to become read-only, as shown below:

Debugging Custom Assemblies Using Visual Studio

Developing for Saleslogix web using external assemblies provides you with a lot of freedom when developing code for Saleslogix web. External assemblies can be helpful when organizing projects, reusing code and working with references to other assemblies. You also have the ability to step through your code for debugging and troubleshooting. In this post, I'm going to briefly outline how to launch your custom assembly code in debug mode in ...

Installing a Saleslogix Web Bundle

I realized that we didn't have any sort of simple write up of how to install a Saleslogix web bundle, so for my post this month, I thought I'd list the steps in a typical installation with screenshots. Most of these screenshots are from an 8.0 system, but the process should be the same in older versions of Saleslogix. In Application Architect, Right-click on the VFS in the Project Explorer and Select "Install Bundle".

Adding string formatting to values using WebEntityBinding

In a recent project, I needed to round numeric values displayed in the Opportunity Snapshot.  This can be done easily using the WebEntityBinding method in the source code file for the Opportunity Snapshot smartpart. The WebEntityBinding method is contained in the  Sage.Platform.WebPortal.Binding namespace, and is used to bind data to controls contained in Saleslogix smartparts.  […]

Updating text within Textblob fields in SalesLogix

I had a request to post on how you could replace characters within a blob field in the SalesLogix database. Blob fields are database fields that hold any sort of binary information (such as text, images, audio, etc..), but SalesLogix uses them primarily for holding large amounts of text, since you don't have to define a field length. The LongNotes field in the History table is a good example.

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