Using SQL views to incorporate external data into SalesLogix customizations

Did you know that you can include SQL views in SalesLogix?  This can be a very handy method to include data that is not normally part of SalesLogix. It is important to note, that these changes are not sync-aware.  However if you are running SalesLogix LAN in a network only environment, this can be a helpful way to include data from external sources.

First of all, we need a view.  This could be anything, as long as the view is created in your SalesLogix database and is owned by the SYSDBA user.  For this example, I’ll add a simple view of accounts/primary contacts from another SLX database in Query analyzer:

create view vAccountViewTest as

    select
        a.accountid,
        a.account,
        c.lastname,
        c.firstname from
   
        SalesLogix2.sysdba.account a
    inner join
        SalesLogix2.sysdba.contact c
   
    on a.accountid = c.accountid
   
    where c.isprimary = ‘T’

 Once this view is created, it will show up in the database manager:

 

If you get the properties of that view, you simply need to “Enable” the view for use in SalesLogix:

 

Now that the view has been enabled, you can use it in SalesLogix, just as you would use any other table in the system, for example, in a datagrid:

 

That’s basically it!   I hope you found this post helpful. [:)]

 

ABOUT THE AUTHOR

Jason Buss

Jason is a senior application developer with Customer FX.

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