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Creating modules for SalesLogix Web is something that is likely something that is often overlooked or not used because they are assumed to be too complex or are just not understood. A module is an assembly that you've added to a page or the portal that adds functionality to the page. The great thing about a module is that you can change things about the page without needing to resort to doing something like modifying the deployed pages or SmartParts. This article will look at how to create a module to conditionally hide a menu item at runtime.
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I added a new utility to the Customer FX Labs tonight, the SalesLogix Group Explorer. This utility allows you to dig deeper into the definition of SalesLogix groups than you ever thought possible. You can see the group's layout, included columns, conditions, sort order, and way more. Not only that, but you can also see the SQL query behind the group and view the data that makes up the group, all from outside of SalesLogix. The Group Explorer also gives you the ability to quickly export group data, exporting 100,000 records in a fraction of a second.
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The beta tesing for SalesLogix 7.5 has begun! Completely exciting. This is THE release for SalesLogix web, and one that IMO puts SalesLogix in the front of all other web-based CRM applications. If you're using SalesLogix Web and not yet planning on moving to 7.5 it's time to start planning that upgrade. There will be plenty of things coming to show all the new features of 7.5, but I wanted to point out a few small and less talked about things that I've liked so far in this release.
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An introduction to the RESTful web services layer coming in the SalesLogix 7.5 "Sahara" release, discussing the SData protocol for URL addressable resources and result format types.
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I've released a free addon for SalesLogix 7.2 Web for account relationships. The account hierarchy screens that exist in the SalesLogix Windows client is missing for the SalesLogix 7.2 Web Client. This bundle will bring this functionality into the web client. The addon works exactly the same as this functionality in the windows client. Full source included.
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IIS7 is not yet officially supported for hosting SalesLogix 7.2 Web, but this post will outline a new find that will make it possible to develop and test a SalesLogix Web deployment on Vista (and Windows Server 2008)
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A change was introduced in 7.2.2 regarding custom properties. This post looks at this change and revisits the earlier topic of placing a link to an account's primary contact on the account details form.
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SalesLogix Web comes with it's own set of controls to be used on QuickForms. These controls are still in their infancy and will likely grow over time, but for now, there are some things missing that might be perceived as limitations. It's helpful to know more about what is under the hood of these OOTB QuickForm controls so you can easily work around limitations and push the controls to behave the way you want them to work.
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I posted before about getting previous values for entity properties in SalesLogix Web. The method I used in that post made use of IEntityState to get the changes for an entity. In SP2 (version 7.2.2 - currently in release candidate as of the time of this post) IEntityState is now obsolete. It has been replaced by Sage.Platform.ChangeManagement.IChangedState. All SalesLogix entities now implement this interface.
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If you're looking for a quick and easy VOIP solution for SalesLogix Web, the latest version of Skype has a browser addin that will give you an automatic integration with SalesLogix Web with zero effort at all.
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If you have been working with SalesLogix 7.2 Web, you've probably discovered the lack of documentation and ran into several frustrating and painful moments where you were not quite sure how to accomplish what you needed. I'll let you in on a secret. You have all the documentation you need - well, maybe not all you need, but you do have a lot.
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Nicolas Galler posted some invaluable info on the lifecycle of SmartParts that inherit from EntityBoundSmartPart. This info just saved me some headaches today even.
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If you've implemented the new SalesLogix 7.2 Web Client, chances are that you've heard complaints from your end-users about the way that required field validation appears when attempting to save a record. You've probably heard, I click Save and nothing happens - they don't notice the little red asterisks next to the required fields that did not validate.
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I would imagine that it is a common request for many companies that use the SalesLogix customer portal to allow their customers to create tickets to want to bypass the login screen since they might be launching the customer portal from some other customer site where the customer has already logged in. This is a reasonable request. If you've already validated the customer when they logged into some other customer portal or site, you don't want to have them log in again when you launch the custome
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When a field is changed in the 7.2 web client, you often will find scenarios where you will have business rules that need to validate the change and possibly change it back to whatever it was before. Checking the property on the entity, you'll find it is too late. The property will already show the new value it was changed to. Fortunately, the 7.2 platform maintains state for all entities, so it is possible to easily retrieve the previous value for a property.
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In the SalesLogix 7.2 Customer Portal, you might have the need to get or set values from the user's contact record. While the user is actually a contact, in the portal, the SLXUserService is still used to get the logged in user, however, you'll need to translate to an IContact to work with the underlying contact record.
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Using 7.2.1, if you change the portal title this change does not reflect as the title of the deployed site. For example, if you change it from "Sage SalesLogix" to "SalesLogix Development System", then deploy the site, it will still show "Sage SalesLogix" as the site's title. I should mention, this was not a problem in pre-SP1 (7.2.0) systems it worked fine there.
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When a SalesLogix user logs into the SalesLogix 7.2 Web Client for the first time, they will, by default, end up at a blank area since they have not yet selected a default in their user options (Such as the account or contact area). Chnaging this behavior is a simple thing as long as you know where to do it.
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The question of how to debug a .NET Extension has come up a few times in the SalesLogix Business Partner newsgroups as well as on the slxdeveloper.com forums. I've answered this a few times in those locations, so this might be a repeat of info for some, but I did think it was worthwhile to post again here as well.
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The wait is finally over. SalesLogix version 7.2 is finally released. This new version brings an exciting new ASP.NET based webclient and a ground-breaking, and completely incredible new development .NET environment - the Application Architect. I'll have plenty to say in the months ahead about this incredible new version of SalesLogix, for now, here's some of the important dates
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There are a few ways to use the “Browse for Folder” dialog in SalesLogix to allow users to select a directory path...
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For anyone that develops with SalesLogix mobile for Blackberry, RIM has made a security change to the BB OS that effects the deployment of SalesLogix compiled customization files. See the info from Sage...
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Many of you might have already heard, but the official release date for SalesLogix version 7.2, with it's exciting new .NET web platform, has been officially announced by Sage - August 10th.
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I came accross a tip today that I didn't know about the SalesLogix web client in the slxdeveloper.com forums. I had no idea you could do this, but appearently this has been around since version 6.2.3.
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Finally, good things are on the way...
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