In the SalesLogix web client in 7.5.3, the Common tasks that appear in in the list and detail view for an entity are defined in the Common Tasks Tasklet. Today I will show you how to add the standard group tasks of “Save Records as Group”, “Promote to... Read more

A quick overview of the new Promote to Dashboard feature in the 7.5.2.3 SalesLogix web client. Read more

In my last post , I briefly went over the new security roles available in the 7.5.3 SalesLogix web client. In this article I want to discuss how to secure a page and utilize this feature to control what screens a user has access to. In the Application... Read more

An overview of the new feature security implementation in the SalesLogix 7.5.2.3 web client. Read more

One of the really, really, really, really cool new things (did I mention it is cool) that the forthcoming 7.5 SP3 web update provides is a user configurable dashboard interface. Those of you that have used the SalesLogix LAN client have surely seen the... Read more

I have been using the SalesLogix SP3 RC Application Architect for a while, and in general it seems to be pretty stable but today I ran into an issue that prevents you from wiring up external assemblies against Business Rules and Events. The issue seems... Read more

How SalesLogix web view users have access to areas controlled in the SalesLogix 7.5.2 web client. Read more

An exception occurred executing the dynamic method Lead.SaveLeadHistory.: Transaction not successfully started. Error occurring in the SalesLogix web client and the reason for it. Read more

Just a quick post about how you can control visibility of a server control on a SalesLogix web page using the Style attribute. Read more

The SalesLogix SLXUserService class in the Sage.SalesLogix.Security assembly allows you to get a reference to the current user’s IUser interface. With a reference to the current IUser interface you can then check the user’s Type property to see what type of User license the user has. Read more

If you have ever tried adding a reference to an external assembly in the SalesLogix entity model through the Application Architect and have received the error: Could not load file or assembly 'file:///Somepath\SomeAssembly.dll' or one of its dependencies... Read more

I recently ran into a strange issue in the web client that turned out to have a logical explanation. This explanation however, demonstrates a bug with the standard SalesLogix behavior. The issue lies in trying to Complete an Activity or edit an existing history record when logged into the SalesLogix web client as a web viewer user. The web client will freeze when trying to complete an activity linked to an Account or Contact. Read more

Recently I needed to validate a string input by a user to ensure it was in a specific format. One of the requirements was that after the first character, all of the rest of the input must be numeric. Here is how you can accomplish this Read more

Recently I needed to validate a string input by a user to ensure it was in a specific format. One of the requirements was that the first character of the string had to start with a alpha character (A-Z). Here is how you can accomplish this Read more

If you have used the web client for SalesLogix one of the things that you will have noticed is that when you are on an existing record, when you make changes to the record the SalesLogix BindingService automatically detects the record has changed and displays a “* unsaved data” prompt at the top of the page. if a user tries to navigate away from the record before they click the Save button they will get a client side prompt asking the user they are sure they want to navigate off the page. Unfortunately the one area of the web client that is lacking this functionality is on the Insert Screens Read more

Ever run into an error similar to this? When trying to build a new group on a new custom entity in the web client you receive an error similar to “Unable to resolve “SomeTable” in XML Schema…”. Here is how to fix it: Read more

SalesLogix offers an exposed on client click attribute to buttons. From here you can add a client side confirmation to prompt the user if they want to proceed with the button click event. You can also do this by adding the client script event to the Page Load event. Read more

I just came up with a really cool way of doing some potentially really cool and complicated things from with the SalesLogix Word Mail Merge engine utilizing a combination of SQL merge fields and SQL functions. Read more

To debug SalesLogix business rules in Visual Studio, you can enable logging in the log4net.config file. To enable logging Open the log4net.config file of the deployed web portal (Typically this would be something like, Inetpub\wwwroot\SlxClient\log4net... Read more

I wanted to share a quick little method I found the other day in the Sage.Platform.EntityFactory assembly that allows you to retreive the first instance of a record in a SalesLogix entity repository. Normally if I wanted to find the first record in a... Read more

In the SalesLogix LAN client you are able to reference the various forms loaded onto a page and then do things with the forms like call sub-routines, refresh, etc. The SalesLogix web client does not have quite as robust capability (at least not exposed... Read more

When using IQueryable to look for records within an Entity collection you will likely run into an error at some point when trying to add a condition to search for when that condition is a related entity property, or is a calculated entity property. For... Read more

The SalesLogix web client offers a What’s New navigation item that allows a user to see new and updated items: If you look in the Application Architect at the Pages under the SalesLogix Web Client you can see there is a page for What’s New: Notice that... Read more

I recently ran into an issue where a client was trying to restore a file system copy of the VFS into the database VFS after completing a development project. This file system VFS had been shared by several developers using a Git repository. When restoring... Read more

The standard SalesLogix customer portal site has a problem with date controls. The calendar pop-up does not work. It is strange because the supporting files involved around the calendar control are the same as the SalesLogix web client’s calendar control... Read more