Customer FX

Is it possible to do a SalesLogix Mail Merge on Lookup Results without saving them as a Group?

SalesLogix Support — Wed, 16 May 2012 20:46:00 GMT

Is there a way to do a mail merge based on lookup results. For example, let's say I do a look up by CITY, is there a way to then do a mail merge based on those results? I've tried but it doesn't pick up my lookup results as a group, do I have to create a group to do this? We are using SalesLogix LAN v7.2.1. ...(read more)

Changing the Default Operator in the SalesLogix Lookup Control in the SalesLogix 7.5.4 Web Client

Kris Halsrud — Tue, 15 May 2012 10:15:00 GMT

In the SalesLogix web client, the Lookup Control is a custom composite control that is contained in a compiled Sage assembly. When you perform a lookup with this control, the operators available are based upon the type of field being looked up for. For string fields, the default operator is “Contains”

The reason the “Contains” operator is the default is because it is the first option on the drop down list. Luckily the drop down list is not constructed from within the Sage Controls assembly. Rather a client library is used to add the operators using Ext-JS.

The code for this client library is in the VFS under Portal Manager…Sage SalesLogix…Support Files…JScript…Sage-Controls. There are two files involved:

Sage-Controls-Lookup.JS
Sage-Controls.JS

The Sage-Controls is a composite of all of the other script files and is minified. This is the file that is actually used by the deployed web site.

If we look in the human-readable Sage-Controls-Lookup.js file we can see code around line 80 that looks like:

LookupControl.__operators = {
    "System.String": [
        {name: "LookupControl_Operator_Contains", value: "ct"},
        {name: "LookupControl_Operator_StartsWith", value: "sw"},
        {name: "LookupControl_Operator_Equal", value: "eq"},
        {name: "LookupControl_Operator_NotEqual", value: "ne"},
        {name: "LookupControl_Operator_GT", value: "gt"},
        {name: "LookupControl_Operator_GE", value: "ge"},
        {name: "LookupControl_Operator_LT", value: "lt"},
        {name: "LookupControl_Operator_LE", value: "le"}
    ],

This code is what is constructing the list of Operators available in the Lookup for a string field lookup.

If we wanted to change the lookup behavior so that Starts With is the default option, we simply need to make that operator the first one added to the list.

LookupControl.__operators = {
    "System.String": [
        {name: "LookupControl_Operator_StartsWith", value: "sw"},
        {name: "LookupControl_Operator_Contains", value: "ct"},
        {name: "LookupControl_Operator_Equal", value: "eq"},
        {name: "LookupControl_Operator_NotEqual", value: "ne"},
        {name: "LookupControl_Operator_GT", value: "gt"},
        {name: "LookupControl_Operator_GE", value: "ge"},
        {name: "LookupControl_Operator_LT", value: "lt"},
        {name: "LookupControl_Operator_LE", value: "le"}
    ],

Now to make this change actually take effect, you need to modify the minified sage-controls.js file. The easiest way to do this is to search for “LookupControl_Operator_StartsWith”. It should be around line 719. Since it is minified there are no line breaks or spacing but if you make the equivalent change on this line, when you save these files and deploy, your lookup should then default to the operator at the top of your list.

How does the Record Changes property work on a datagrid?

SalesLogix Support — Mon, 14 May 2012 21:34:00 GMT

Can anyone explain why the 'record changes' property check box on a datagrid (in my case Opportunity Products) doesnt record any changes made to the values in it. Also, can anyone recommend an alternative to record any changes made to a product here? ...(read more)

How can I create seperate icons that can be used depending on which remote office they are at? Are there specific parameters that I can use in the Shortcut?

SalesLogix Support — Mon, 14 May 2012 21:30:00 GMT

I have users that travel between offices that are running SalesLogix remote office and would like to create seperate icons that can be used depending on which remote office they are at. Are there any parameters that can be included into the shortcut or any other way that this might be acomplished. We use windows authentication so the users would have to connect in slowly to the last connection used, then log out in order to change the connection manually. ...(read more)

Jun 11, 2012 - SpeedSearch - Not Just for Support Tickets Anymore. SalesLogix v6.2 and above

Brianna Tinjum — Mon, 14 May 2012 21:27:20 GMT

Attend the Workshop - SpeedSearch - Not Just for Support Tickets Anymore. SalesLogix v6.2 and above!

Event details:

Monday, June 11, 2012
From 2:00 PM Central to 2:30 PM Central
(7:00 PM GMT to 7:30 PM GMT)

See Workshop Details

Register Today!

Update Records Quickly and Easily with Global Replace

Brianna Tinjum — Mon, 14 May 2012 05:32:00 GMT

Workshop today at 2pm CDT. Updating records can be a tedious task, unless you're using the Global Replace feature of SalesLogix. Whether you only need to perform this task sporadically or on a regular basis, you will find that being familiar with Global Replace is beneficial. Join us for today's free, end-user focused workshop today!...(read more)

What is wrong with my sql Statement?

SalesLogix Support — Fri, 11 May 2012 21:28:00 GMT

When I try to execute the following sql in script i get the error failed to parse sql. However, if i run this sql statment in the server management studio it runs fine. Any ideas why SLX doesnt like it? Im guesiing its to do with the use of the [sysdba].[udf_GetRecursiveChildren] function? strSQL = "SELECT Z_ACCOUNT_NL.Z_REVYEAR as Year, Z_ACCOUNT_NL.Z_REVTYPE as Product, sum(Z_ACCOUNT_NL.Z_REVAMNT) as Spend " & _ "FROM ACCOUNT INNER JOIN Z_ACCOUNT_NL ON ACCOUNT.ACCOUNTID = Z_ACCOUNT_NL.ACCOUNTID " & _ "WHERE ACCOUNT.ACCOUNTID = '" & AccID & "' or ACCOUNT.ACCOUNTID " & _ "IN (select childid from [sysdba].[udf_GetRecursiveChildren]('" & AccID & "')) " & _ "GROUP BY Z_ACCOUNT_NL.Z_REVYEAR, Z_ACCOUNT_NL.Z_REVTYPE" ...(read more)

Migrating From SalesLogix LAN to SalesLogix Web Webcast

Brianna Tinjum — Fri, 11 May 2012 17:52:00 GMT

Wednesday, May 16th, at 2pm CDT. Are you currently running SalesLogix LAN and have been contemplating a move to SalesLogix Web, but don't know much about the migration process? Join us for a webcast Wednesday, May 16th, and we will review...(read more)

Jun 04, 2012 - Importing a Group of Leads - SalesLogix v7.0 and Above

Brianna Tinjum — Fri, 11 May 2012 16:53:12 GMT

Attend the Workshop - Importing a Group of Leads - SalesLogix v7.0 and Above!

Event details:

Monday, June 04, 2012
From 2:00 PM Central to 2:30 PM Central
(7:00 PM GMT to 7:30 PM GMT)

See Workshop Details

Register Today!

How do I read the data field in the SLX plugin table in order to retrieve the group layout (not only the SQL)?

SalesLogix Support — Thu, 10 May 2012 21:16:00 GMT

How do I read the data field in the SLX plugin table in order to retrieve the group layout (not only the SQL)? The purpose is to use the group layout in a vbs. ...(read more)

I want call the SalesLogix Opportunity Details Main View from the OPPORTUNITYID. Is it possible?

SalesLogix Support — Wed, 09 May 2012 20:54:00 GMT

I want call the Opportunity Details Main View from the OPPORTUNITYID. Is it possible? The instruction I am using is: Application.BasicFunction.DoInVoke "Main View","System:Opportunity Details" But, this does not work. ...(read more)

Building a Simple Solution in SalesLogix Web Workshop Video

Brianna Tinjum — Wed, 09 May 2012 13:16:00 GMT

If you missed this workshop... ...You can watch the video! Learn how to build a simple project management solution without writing a line of code....(read more)

How to display picklist text and codes in the SalesLogix LAN client

Kris Halsrud — Wed, 09 May 2012 11:26:00 GMT

A customer recently asked how to change a picklist control to display both the text and code properties when A user invokes the picklist in the SalesLogix LAN client. There are actually two settings you should set when doing this, the second and less obvious one is the critical one.

To do this you need to set the 2 properties of the picklist control in the SalesLogix Architect.

By default the TextType is set to ttItem, you should be able to switch this to be ttCodeItem.

You then also need to change the PopupColumns property of the picklist to match what you want. Here are the valid values:
1 – Display only the Order column
2 - Display only the Code column
3 – Display both the Order and Code columns
4 - Display only the Item column
5 – Display both the Order and Item columns
6 – Display both the Code and Item columns
7 – Display all three of the columns (Order, Code and Item)
Any other value will not display any Column in the PickList popup

How do I make the field from the Insert Screen write to the database and display in the Detail view?

SalesLogix Support — Tue, 08 May 2012 21:15:00 GMT

We have a picklist field on the Insert Opportunity form that, when selected, is not showing in the corresponding field on Opportunity Detail. I've checked the data paths on both fields and they are pointing to the correct location. I also checked the script but couldn't find anything there. How do I make the field from the Insert Screen write to the database and display in the Detail view? ...(read more)

How do you create seperate icons on your desktop that can be used depending on which SalesLogix remote office they are at?

SalesLogix Support — Mon, 07 May 2012 20:32:00 GMT

SalesLogix Contact Processes, Project Management, and KnowledgeSync This Wednesday

Brianna Tinjum — Mon, 07 May 2012 06:15:00 GMT

Webcast Wednesday May 9th at 2pm CDT. Here is the schedule for this week's Webcast Wednesday:...(read more)

Sales Forecasting in SalesLogix Web Workshop

Brianna Tinjum — Mon, 07 May 2012 05:53:00 GMT

Today at 2pm CDT. The forecasting feature of SalesLogix Web is a great tool, if you know how to use it effectively. Join us for today's workshop and become familiar with all of the options available for forecasting sales and creating a pipeline....(read more)

How do you customize deletion options for a SalesLogix custom entity?

SalesLogix Support — Fri, 04 May 2012 19:51:00 GMT

I've created a new entity, lets say its called Invoice. So, I have an Invoice MainView, DetailsView, etc. I need to change the edit menu functionality for this entity. Deletion should be allowed only for certain users, and the system should display a confirm dialog prior to beginning the deletion routine. I've been taking a look at global functions, but I'm not sure if this is the way to go or not. How do I do this? ...(read more)

How do you open a Crystal Report in SalesLogix using a button?

SalesLogix Support — Thu, 03 May 2012 19:43:00 GMT

I have a report which takes ages to run I therefore can't open it via the application.basicfunctions.doinvoke ... routine as this always refreshes the data, even if the "save data with report" option is ticked I have the report running overnight via Knowledgesync and saving to a path on the server I want to click a button in slx and open this file - with the data saved I have the following code: dim objrdc, crxreport, crxview, rptwindow Set objRDC = CreateObject("Crystalruntime.Application") Set CRXReport = objRDC.OpenReport("filename.rpt") What is the next command to open the report in Crystal Report Viewer? If I put crxreport.printout it tries to print to a printer - I don't want this but at least I know the text above is ok I've tried crxreport.preview and this errors ...(read more)

Step by step guide to creating an Account filter on RegionalManagerID in the 7.5.4 SalesLogix Web client

Kris Halsrud — Thu, 03 May 2012 11:25:00 GMT

The SalesLogix web client there is a standard account filter for Account Manager that allows you to filter groups on specific Account Managers. You would think that adding a filter for Regional Manager would be as simple as mimicking the Account Manager filter- well, you would be wrong.

Due to some bugginess of the filter area you have to do some rigmarole to get this to work. here are the exact steps to follow. (note these steps are for 7.5.4 with HF 1-4).

Properly Building the Filter

Log into the Application Architect as Admin

In the Project Explorer (Press Cntrl+Alt+E to open) browse to VFS…Entity Model…SalesLogix Application Entities…Account…Filters.

Right click on the Filters folder and choose New Filter.

Press F4 to ensure the Properties window is open (more on that later).

You should now see a screen like this:

You will notice a red asterisk. This is Sage’s way of telling you something is important! You need to define the Property in order to save your filter. The Property is the Entity Property you want to filter on. If you look at the AccountManager filter that is there OOTB the Property to filter is AccountManager which is actually the entity collection object referencing the User object. So guess what you want to put in our filter for the Regional Manager?

If you said the RegionalManager collection object- good try but wrong. What we actually need to select here is RegionalManager.UserInfo.UserName.

Well that is obvious?

OK, next we need to name our filter in the Filter Name. I am just going to call it RegMgr. In the Display Name I will enter Reg Mgr. Now your screen should look like this:

Now take a look at the property window you opened earlier. Notice the Datapath value?

That is a bad thing. Having this value in here causes all kinds of troubles, including the filters not rendering properly in the web client as well as the wire client script that runs when the filter is applied being malformed and non-functional. Did I mention it was bad? Thing is, any custom filters added to the system get this DataPath property set. Worse you can not remove the property from here. But there is a way!

Here is how you go about clearing out the bad Datapath:

In Application Architect go to View...Virtual File System Explorer.

In the Virtual File System Explorer expand out the following path: Model...Entity Model...SalesLogix Application Entities...Account (Or whatever entity has the filter)You should then see an XML file formatted as "Filtername".Filter.xml.

Double Click the XML filter File.

In the XML file you will see a property like dataPath="ACCOUNT:CUSTOMFIELDTEST"

Remove this property.

Save your changes to the XML file.

After you have removed the datapath property through the VFS for the filters you need, do a full re-build and re-deploy.

Close the Application Architect.

Run an IISReset.

Properly formatting groups

OK, so now we have a filter properly built from within the Application Architect and have deployed. In order to make the filter show in the web client it the property of the filter needs to exist as a column in the current group. You will notice that as you switch groups in the web client the list of filters available changes.

Again if we think that we can look at an Account group that has the Account Manager filter available and working and just copy its behavior you’d be wrong. here is what you have to do:

In the Web client, add or edit a group.

Click the layout tab.

Now you might be inclined to add the Account.RegionalManagerID field to the layout and set the format type to “User Name”. While this would certainly show you the data in the group it will not allow the filter to display. Why? Because the filter is based really on UserInfo.UserName. So what we need to do is pull that field. There should be a global join in the system from RegionalManagerID to the UserInfo table’s UserId. In the upper left box scroll down until you see the table shown here:

Now in the right box, find the UserName field shown highlighted above and add that to the layout. You will probably want to change the Column heading to say something like “Regional Mgr”.

Now Click OK to Save your changes to the Group.You should now see your Regional Manager filter listed and be able to use it!!!!

How do I find the Picklistid for any given picklist?

SalesLogix Support — Wed, 02 May 2012 20:15:00 GMT

I see that the PICKLIST table has all the items for the picklists. I also see that there is a PICKLISTID that says what items go with that picklist. But how do I find out what PICKLISTID matches up with (for example) the Contact Status picklist? And I need to do this programmatically. ...(read more)

How do you customization the Create Oppportunity Function when converting a lead?

SalesLogix Support — Tue, 01 May 2012 21:02:00 GMT

When converting a Lead to an Account there is an option to create an Opportunity as well. The problem we're having is that none of the information from the Lead is being set in the Opportunity(mainly the LeadSource) even though the fields are in both the Lead and the Opportunity. ...(read more)

A realy cool nugget- How to show and hide tabs dynamically in the SalesLogix Web Client

Kris Halsrud — Tue, 01 May 2012 17:28:00 GMT

In the SalesLogix LAN client and web client one of the most requested thing I am asked is how do you hide tabs at run time.

In the web client this is actually really easy. You can wire this up on a load action of a quick form like so:

Sage.Entity.Interfaces.ISalesOrder salesorder = this.BindingSource.Current as Sage.Entity.Interfaces.ISalesOrder;
Sage.Platform.WebPortal.Workspaces.Tab.TabWorkspace tabs = this.ParentWorkItem.Workspaces["TabControl"] as Sage.Platform.WebPortal.Workspaces.Tab.TabWorkspace;
tabs.Hide("SalesOrderChangeOrders", (salesOrder.OrderType=="Change Order"));

The key here is once you get a reference to the tabs workspace, you can call the Hide method which then accepts two parameters, the Smart Part ID to show or hide, and a Boolean parameter. The second Boolean parameter is set to True to hide and False to not hide. Note, that since this code runs after the tabs are actually loaded onto the page, the tab you are showing or hiding needs to be present as a loaded smart part.

What is the purpose for .slp files in SalesLogix?

SalesLogix Support — Mon, 30 Apr 2012 20:15:00 GMT

Trying to get a better understanding of the .SLP files and what they are used for. Can anyone give me some information on what they are used for and generally what role they play within SalesLogix? ...(read more)

This Coming Week on Webcast Wednesday...

Brianna Tinjum — Mon, 30 Apr 2012 05:32:00 GMT

Customized Solution, Asset Tracking, e-Marketing. Join us May 2nd starting at 1pm CDT for Wedcast Wednesday! This weeks topics will include:...(read more)