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In the SalesLogix web client, you don't really have the same old options regarding Queries and Datasets. However, by using IRepository you can create similar functionality by using projections to define groups and other calculations.
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My colleague Ryan just posted about a simple method to increase the height of picklist dropdowns in the SalesLogix web client.
I have a slightly different way to accomplish the same thing for individual picklists, so while not really more difficult to do, would require you to do it for as many picklists you want to modify. Ryan's solution modifies a stylesheet to affect all picklists in the system at once.
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Recently, I had a request to create export functionality for a datagrid in the SalesLogix web client. I had a little difficulty exporting data from the actual grid, but as an alternative, we put together functionality to export data based on a provided SQL query. (Thanks to Ryan for working out the SmartPart code)
By creating a new custom smartpart, we can simply export the results of a SQL query to a CSV file, save it on the webserver and download it to an individual client.
First, you'll want to create a folder on the web server to hold the exported file. In this case, I'm exporting contact data based on the current account, so I created an export folder under the SupportFiles/SmartParts/Account folder in the portal manager.
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Recently, I needed to create an account tab in the web client which would show a number of values from a stand-alone entity in SalesLogix. Using child relationships, SalesLogix web makes this easy to do.
In this example, I'm creating a simple Product tab at the account level. This tab contains a Product Lookup to select a product for the account, and then also shows a number of product fields on the view. These product fields are read only, and I wanted them to update based on what was selected in the lookup.
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On a recent project, I worked on emulating functionality similar to what is found in the LAN client where a user is presented a dialog asking them to choose between different activity types then launching into the Schedule Activity functionality. I found this was fairly easy to duplicate in the web client, and in this post, I'll quickly go through the steps for creating that type of functionality.
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If you had a tab you wanted to hide in the LAN client, all you have to do is remove the current release. Once that was done, the Admin user will continue to see the tab, but no other users will have access to it. This is something that you can do in the Web client fairly easily as well, although you have to go about it slightly differently. In this post, I'll do a quick walk-through of hiding the Products tab in the Opportunities area of the Web Client.
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It's easy to access the UserService interface from a Code Snippet Action item in the SalesLogix web client. For this example, I'm just going to add a button on account detail which will launch a DialogService message with the current user.
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If you've ever wanted to modify the email generated from the Opportunity Snapshot in the web client, you'll find that it is incredibly simple to add new fields to the body of the email. To do so, you will need to modify the OpportunitySnapShot.ascx.cs smart part, found under Portal Manager->Sage SalesLogix->SupportFiles->SmartParts->Opportunity.
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In a recent SLX Web project, it was requested that I add a contact lookup to the insert SalesOrder view, and when that was set, use the contact's address for the Shipping and Billing address in the SalesOrder. I was able to add a new Contact property to the SalesOrder and add the lookup to the insert SalesOrder view, but I wasn't able to reference the new property after it was set.
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This is a minor item, but one I always seem to forget, so I thought I'd throw it up here quick as a reference...
On occasion in the web, I want to hide a particular control instead of removing it. If I set this via code snippet in the onload event of the form, it's a simple matter of just including the line .Visible = False. If this is all you do, the caption of the control will still display even though the control itself is hidden.
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Sage has added an API enhancement to facilitate running Crystal reports in the SalesLogix web client. To get the functionality in 7.5.1, it was necessary to install a reporting update bundle, but the functionality has incorporated into 7.5.2 with no additional...
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In a recent project, I used triggers to enforce some data rules in the Ticket area of SalesLogix. We did this because our client was using both the LAN as well as the Web clients. We were having some difficulty seeing changes in the LAN client when values were set in the Web, and vice-versa.
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In the web client, there's not an easy way to present the user with a multiple choice dialog. One quick and dirty way to do this is to create a new form to function as a dialog.
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Ah, the SalesLogix Web Client... Having worked with SalesLogix for over a decade, I feel as though there's not a whole lot I can't do with the LAN client. The Web client however.... Well, it seems like I encounter challenges with it every day.
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Before I get back to Sage CRM topics, I wanted to mention an issue I bumped into an issue in a couple of SLX 7.5.1 databases. Account Type/Subtype combination are generally pretty easy to set up. You just need to create a picklist and name it using the "Code" value for an item in the Account Type Picklist. (For "Lead" for example, create a picklist named "Account Lead" for example). This works fine in most cases, however I discovered that on the insert contact/account screen, it doesn't quite work correctly.
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For this post, I'll outline how to use a business rule to enforce field requirements on a Insert view in SalesLogix web
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During a recent SalesLogix customization, we realized that editing an account address does not cause the unsaved data prompt to be displayed. If someone were to modify an account address and neglected to save, changes would be lost without the user being...
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Recently, we had a request to modify the "You have unsaved data on this page" prompt which shows up in the Web Client after modifying data, but before saving the change. This change was requested to increase the visibility of this message to...
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