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
   Is there an issue with the SalesLogix Web Administrator version 8.0 in regards to adding users to Team Membership?
Question: In my database, it appears two users belonging to the same teams, have access to a different am
Posted on May 22, 2013 by SalesLogix Support to SalesLogix Questions & Answers
 
   FREE Open Source Add-ons for SalesLogix version 8 web
SalesLogix is developing a number of FREE add-on solutions for SalesLogix version 8 web. Some of the
Posted on May 22, 2013 by Scott Weber to SalesLogix Product Blog
 
   What is the best way to delete unused Groups in SalesLogix?
After several years of using SalesLogix – we have hundreds of groups, most of which are no longer used as
Posted on May 21, 2013 by SalesLogix Support to SalesLogix Questions & Answers
 
   Can the SalesLogix Application architect's build process be automated?
Can the SalesLogix Application architect's build process be automated, or called from a batch file? W
Posted on May 16, 2013 by SalesLogix Support to SalesLogix Questions & Answers
 
   Is it possible to Sync SalesLogix Attachments based on Account Manager?
Is it possible to only sync SalesLogix Attachments from the accounts where the user is the account manag
Posted on May 15, 2013 by SalesLogix Support to SalesLogix Questions & Answers
 
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 © 2013 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