I recently had a project which required me to populate the strings collection in an AutoComplete control from data contained in the database. I wanted to take a second to outline how I populate the control's strings, as well as create a reusable script to simplify the process in the future Read more

From time to time, you may find that you want to reference a control or script on a form other than the one you are currently on. This can be done easily using the Forms collection in SalesLogix. Read more

If you've ever wanted to implement some sort of Spell Check functionality within your SalesLogix database, you're in luck! The Standard Spell Check vbScript makes it simple to add this functionality to your custom forms Read more

I wanted to quickly outline a process for passing a condition to a Crystal report in two simple steps. Say you've created an account report that you want to launch via a button on the account detail, limited to the current account record. Read more

In my last blog post, I described how to use the Progress Bar control to provide feedback to a user when running time intensive processes. In addition to the Progress Bar control, the Animate control can also be used. Animate Control The Animate control... Read more

When performing lengthly updates in the SalesLogix client, it's a good idea to provide the user with some degree of feedback so that it doesn't appear as though SalesLogix has locked up. The Progress Bar control, can be used for this purpose: Read more

The opportunity snapshot on the Opportunity Detail view is a handy place to display summary information, but customizing it can be a bit confusing. Read more

In my last couple blog posts about creating main views, we built our Insert and Detail views, as well as the Mainview container. We also covered creating New menu and Navbar items. The last thing we need to do to make our new main area usable is to create our first group. Read more

In my last Main Views article, I created the detail view as well as the mainview. For this next part, I'll go through creating an insert view, as well as toolbar and menu items for the new SLXProject entity. Read more

While field level security can be used to limit read\write access to fields by using security profiles, another option is to use team membership to determine how to configure controls on the view itself. In this example, I'll outline how to show different configurations of the Account Detail view based on a users team membership. Read more

For my next few blog posts, I'll go through the steps required to create a new main area in SalesLogix. Read more

I wanted to take this blog post to briefly outline the different types of Forms available to you in the SalesLogix LAN client, mostly for anyone who is new to creating views and customizing SalesLogix. Read more

For this post, I'll outline how to use a business rule to enforce field requirements on a Insert view in SalesLogix web Read more

The tab control is very simple to use, yet gives you another way to organize controls on new views you create in SalesLogix. Read more

The SplitterPanel control in SalesLogix gives you the ability to partition a view into sections, and gives you the ability to resize the panels at run-time by dragging the splitter line on the control. Read more

The Excel application object gives you the ability to programmatically create, modify and manipulate Excel spreadsheets. Use that object with SalesLogix, and you have a powerful tool for exporting SLX data. Read more

By using ADO, you have a powerful resource for reading and storing data in SalesLogix. In this basics article, I'll outline the main components involved in constructing and using an ADO recordset in general, and specifically with SalesLogix . If you've never worked with ADO before, this simple example will give you what you need to incorporate ADO into your own customizations. Read more

Recently, I've been working on a customization which calls for one of a number of Merge Forms to be ran based on certain criteria. This is a pretty simple process, and here's how I did it: First of all, I need to get the pluginid for the appropriate Merge Form, based on my criteria. This can be found in the "Plugin" table, based on the plugin type of 25, and the name of the Form. In this case, these forms have been created by Admin, so the userid is the standard SYST00000001 value: Read more

I recently had to build a solution that would run through the SalesLogix attachments directory, and move any items that didn't have a corresponding record in the attachments table. To do this, I utilized functionality from the FileSystemObject. It's... Read more

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... Read more

For this basics article, I just wanted to outline the differences between the Radio Button and Radio Group controls, and when you would want to use one vs. the other. Both controls provide a similar sort of interface to end users, allowing them to select... Read more

Picklists in SalesLogix are a very useful tool, but did you know you could also you values from an existing picklist to populate other list-based controls such as ComboBoxes, CheckListBoxes, ListViews... even Radio groups? You simply need an understanding... Read more

A combobox control works much like a picklist, in that it presents a number of selectable values to be stored in that control. You can set available values at development time using the items property of the control, but for greater flexablility, you... Read more

It's simple enough in the SalesLogix LAN client to slap a bunch of bound controls on a form, but if you want to perform any sort of action on that data, chances are you are going to be writing code on various events available to you. As a simple example... Read more

Since the SalesLogix web client utilizes ASP, it's easy to customize the look and feel of SalesLogix to add your own branding for a more personalized user experience. As an example, it's a simple process to change the login splash screen. Under... Read more