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All Tags » SalesLogix 7.5.3 ( RSS)
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I recently had to figure out how to make the detail view in the SalesLogix 7.5.4 web client refresh after running a common task. The common tasks server side code executed within the LinkHandler.cs file in the App_Code directory. This is how to accomplish...
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In the SalesLogix web client, users can set filters when looking at groups. These filters further restrict the results in the group. The filter options are stored for the user in the database VFS table so that the next time the group is opened, the filters remain active. The only problem with this approach is it is easy to forget that a filter has been applied to a group and therefor questions arise as to why records can't be seen. I am going to explain how you can modify the filter task pane so that a label appears once you set a filter for a group.
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Since SalesLogix 7.5.3, SalesLogix has exposed user Roles and actions within the roles. See this post for an overview. SalesLogix has a IRoleSecurirtyService that can be utilized to to determine if the current user has access to a particular secured action...
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I had a phone call yesterday with a client who was trying to use the Application Architect's manifest creation "wizards" by project difference and by change date and was running into the fact that these wizards have bugs that malforms the XML representing the manifest. This prevents the user from being able to save the manifest, or if they do save, when installed do not properly add the components that are defined in the bundle.
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How to export data in the SalesLogix web client with dates in local times when exporting group information to a text file.
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As you know, SalesLogix stores most dates in the database in UTC equivalent and the provider handles parsing the date in local time when requested. The SalesLogix entity model does not do this by default, instead the SalesLogix Date web control handles...
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How to get a missing tab in the SalesLogix web client added back correctly.
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I have had a couple of clients who recently have reported issues being able to update existing activities after upgrading to the SalesLogix web client. In the web server's event logs you see errors similar to this: 2011-06-10 14:22:58,872 ERROR NHibernate...
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In the standard add product screen for both an Opportunity and Sales Order, the user is able to perform in-line edits to the selected products. One of the columns that can be edited is the Price Level column. By default this column is a picklist column...
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How to use the Entity model's events to change the way Sales Order attachments are linked to Accounts and Contacts
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I was recently asked to explain how to modify the SalesLogix Web. A common enough question IN get asked so I figured I would describe the Page and how to do some of the things. One of the things I do not like about the current implementation of the Welcome...
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In the SalesLogix web client it may be necessary to perform some kind of server side code, like data validation, and then based upon what is returned perform some kind of client side action like a confirmation dialog, or opening a new browser window.
The nature of ASP.Net web sites is that client side actions run before server side actions so how can we accomplish performing server validations before running client side code? Well lets take a look
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I recently ran into an issue on a new custom entity main view page in the web client where the groups for the new entity would not display. The tabs showing the group names would display but when you clicked on the tab no group list would appear.
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The SalesLogix User Lookup control is a custom Lookup control used to search the available SalesLogix users in the System. There is an important property attribute that should be considered when adding the control to a quick form. The attribute is called...
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Explaining how to add both client and server side code to a checkbox control in the SalesLogix web client.
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One of the things that I have been asked about several times is if the SalesLogix web client tracks when a user logs in. That functionality does not exist as standard functionality, but since enough people have asked...
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In the SalesLogix 7.5.3 web client, when you navigate to a main view you might receive an error stating “Object Reference not set to an instance of an object”. There are many things that might cause this. If you look in the web server’s event logs, under...
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One of the things about quickforms is that you can not control a lot of formatting options when designing them. Sometimes things blend together, especially things like section labels. One of the things you can do to make labels standout a little more...
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Demonstrating how to place client side data validation on a button in the SalesLogix web client
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How to get around filter limitations in the SalesLogix web client using SQL computed columns as faux-entity properties.
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How to determine if the current group in the SalesLogix web client is an ad-hoc group.
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How to get the records selected client side in the SalesLogix web client list view and do something server side with them.
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Just discovered it appears multi-select picklists are not working in Firefox 3.6.12. The picklist dialog comes up but when you click OK with your choices the picklist text box remains empty. The picklists work fine on IE. This is in SalesLogix 7.5.3....
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Before SalesLogix 7.5.3 filters were introduced with the concept of having a global set of conditions that could be applied to any group in the web client and have the group be filtered by those conditions. This functionality was different than the Lookup...
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One of the things that the SalesLogix LAN client had was the ability to print details about a single history item by selecting the record in the history grid and clicking a print button.
The SalesLogix web client does not have that capability. But I am going to show you how to implement something similar.
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