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Something that has always frustrated me when using the SalesLogix Web client was how the picklist control only shows four items in the dropdown and you have to scroll up or down to see the rest. This works fine for lists with only a few items, but for bigger lists it is a huge pain. It wasn't until a coworker was asked by a customer that I gave it any thought about how to go about changing this. Luckily, it's a pretty easy change to make.
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When integrating another system, application, or website with SalesLogix there are many options. If you're need to make connections to the SalesLogix database via the provider using user credentials you either need to prompt the user for login (again) or you can pass the connection information along to the other system.
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In my previous post, an Overview of SData, I outlined the working parts and anatomy of the web enabled API for SalesLogix known as SData. In this post I will show you how to take your first step with how to get the SData Client Library.
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I'd like to introduce a new open source project from Customer FX that allows you to create and run background tasks in the SalesLogix Web platform. Background Tasks for SalesLogix provides a framework for you to use to build custom tasks that will run on an interval and perform some action in the background while the SalesLogix Web platform is running.
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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.
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Chances are, if you're a SalesLogix Business Partner or a SalesLogix developer or administrator, you tend to work with more than one SalesLogix client. Either different customer systems or different systems for testing, development, production, etc. I often have several different systems for several different customers. Something I miss about the SalesLogix Web client is the missing Server\Database in the footer like in the SalesLogix LAN client. That was nice to have for people like us. We'd get distracted with something else and could determine which system we were in with a quick glance to the footer. Let's add it back.
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For some who have been working in the SalesLogix LAN client for years, the transition from using SQL queries to retrieving data using a repository with the entity model can be a difficult change. This post will look at some common data retrieval methods and the SQL equivalents to help you get your head around how to get work done using the entity model.
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Showing a message to a user in SalesLogix Web is an easy task. It should be, right? Of course - and it is, however, you might need to know where to look to do it. This post will take a look at how to do this from both a Code Snippet Action and a C# Snippet Action.
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The Account Hierarchy for SalesLogix Web module has a new home. I have moved the source to Github to make a public repository for the code and make it easier for others to get the latest source as I make changes to it. I released a public download of the Account Hierarchy module almost a year and a half ago for SalesLogix 7.2. Since that time it has had hundreds of downloads. I have make some tweaks over time and decided there needed to be a better way to share those tweaks. The Github repository will be the permanent location for this module going forward.
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I recently saw an issue where groups would not load in SalesLogix 7.5.1 web. Not a single group would load. You'd see the spinning circle as if it were attempting to load the group. However, that would disappear and then...nothing. No group data would appear. Not just the data, but not even the group definition, so you wouldn't even see any column headers. With a little troubleshooting the problem was easy to track down, and the solution turned out to be a simple one.
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It is useful at times to be able to programatically determine at runtime if a user has read access, write access, or no access to a particular field at runtime. There are many different ways this information can be used to ensure you're giving the current user the best, and most understandable experience based on that particular user's security settings allow for. Luckily, with the introduction of the FieldLevelSecurityService in SalesLogix 7.5 this is an easy task. Let's take a look.
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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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One of the keys to reusing a form for both inserting new records and displaying existing record detail is the ability to determine if the form is currently in insert mode or detail mode. There are several ways to determine this at runtime so you can take the necessary steps depeding on the current form mode.
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The transition from using pre-version 7.5.1 "C# Snippet Actions", where the code is placed inline in the form, and the new "Code Snippet Actions", where the code is compiled into a separate DLL and a psudo-form reference is passed in, can be frustrating at times. I ran into yet another instance of that today. Before, we were spoiled using the C# Snippet Actions. We had access to everything on the form. Everything. That's no longer the case with Code Snippet Actions. While in a Code Snippet Action, I needed a reference to the current parent entity (not the current entity that is exposed via form.CurrentEntity, but it's parent). This Code Snippet Action was on a LoadAction of an Insert screen so the parent had not yet been set. Let's take a look at how to solve that.
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Usually by the third time I see a question asked, I realize it needs to be a blog post. I've been asked by a couple of customers how to add a default sort to the products list on the Add Opportunity Products form in the SalesLogix Web client. The question of how to add a default sort to the list of products in the Add Opportunity Products form in the web client surfaced again today so I am posting the answer here.
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Binding a DataGrid at runtime is something that many SalesLogix developers are used to doing while working in the LAN client. This task is every bit as easy in the web platform as well. Let's take a look at how to put this together.
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In today's SalesLogix Web Developer class, we discussed an issue that someone in the class was having at runtime with a relationship that had a property that started with lower-case letters. Here are the details of that issue and the fix.
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A while back I wrote an article on setting the sort for a DataGrid in SalesLogix Web at runtime. That solution worked great in SalesLogix 7.2. However, things changed in SalesLogix 7.5 so I thought it was time for an update to that original post. Let's see what changed and how to make it work again.
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Five years ago I wrote a post about how to determine if a user is a member of a team in SalesLogix LAN scripts that is still referred to today. I've been asked on occasion how one would go about doing the same in the SalesLogix Web platform, so I thought it was time for a follow up post. In this post I will demonstrate how to use a HQL query to create a reusable function in the SalesLogix Web platform to determine whether a user is a member of a specified team.
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There are likely many cases in SalesLogix Web where you need to access properties on the User and Security related entities that are not included in the entity by default, meaning that there is no public property exposing the value. For example, the IsManager property on the User entity. Modifying these entities won't work, so how do you get to these properties? This post provides an explanation of why you can't modify these entities and how to get to these property values.
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Something that is a common task in development, yet one that I get a lot of questions about, is how to programatically add a new record in SalesLogix Web using the entity model. This is an easy task, but unless you have some examples to learn from you...
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There is still time to register for my SalesLogix Web Developer training class starting this Monday. I am getting excited to start the class, we'll be covering how to develop a complete solution in the SalesLogix 7.5 Web platform.
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I announced a while ago that we will be offering some public developer training classes for SalesLogix Web. We will be making some changes to the class outline I posted earlier.
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There might be times when you need to do some custom formatting in SalesLogix DataGrids that goes way beyond just simple formatting. A perfect example of this is taking a simple value, such as an indentifier from another external system where you want the value in the DataGrid to be a part of a hyperlink to this other system. In this scenario, you might have a value like "12345", which identifies a matching record in another system and you want this to become <a href="http://theothersystem.com/something?id=12345">12345</a> in the grid. This is where the CustomFormatColumn column type comes in. The problem is that this column type can be a little confusing and not well documented.
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Ever since the new SalesLogix 7.2 Web client and platform was released, I've had numerous requests for development training. Until now, I've done that on a very individualized basis, providing web training to single companies at a time. I've decided that it is time to make my web development training classes public, and I'd like your feedback.
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