Login / Register  search  syndication  about

          Jason Buss' Blog

Jason Buss on SalesLogix development & customization, SQL, and more.

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. Smile

 

What's This?
  
Bookmark and Share

About Jason Buss

   Jason is a senior application developer with Customer FX.



Related Content
   Video: Demystifying Infor CRM (Saleslogix) Updates
Watch it now! If you missed yesterdays demo, "Demystifying Infor CRM (Saleslogix) Updates" ,
Posted on Sep 26, 2014 by Brianna Ojard to The Inbox
 
   Thoughts on the Future and Involvement in the Saleslogix/Infor CRM Community
Over the last year and a half I've been working on another product named Contatta. It's a great p
Posted on Sep 25, 2014 by Ryan Farley to Ryan Farley's Blog
 
   Fixing the Orphaning of Salesfusion Data when Converting Leads to Contacts in Infor CRM (Saleslogix)
We have had a couple of client recently come to other with the same problem-When you convert a Lead to a
Posted on Sep 19, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
   Official Infor CRM Acquisition FAQ
What to expect now that Saleslogix is Infor CRM. Like many of you, it will take some time (probably a
Posted on Sep 18, 2014 by Brianna Ojard to The Inbox
 
   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/de
Posted on Sep 16, 2014 by Jason Buss to Jason Buss' Blog
 
Comments

 

Twitted by CustomerFX said:

Pingback from  Twitted by CustomerFX

August 5, 2009 7:46 AM

Leave a Comment

(required)  
(optional)
(required)  
Add
All contents Copyright © 2014 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register