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May 2012 - Posts
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Can someone tell me the syntax to dynamically populate a SalesLogix data grid?
I have a custom Account tab/grid that shows records from a custom table. I want to put a datagrid on the Add/edit form for that tab that I can populate with a record set from the USERINFO table.
I know that this task should be pretty easy, but I don't know the syntax to get the record set and use it to populate the data grid Read more
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I dont know if it is even possible. I have an active script being invoked on the click of a button in Saleslogix. The script does a huge calculation. so I want to display a small form showing the status like "calculating..." or something. How do I go about doing it. How can I invoke and close a SalesLogix form from an active script?
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How do I bind SalesLogix data in a DataGrid from 2 different tables in Oracle? I am trying to do like this way:
Datagrid.SQL.Text = "SELECT * FROM TABLE1 T1, TABLE2 T2 WHERE T1.FIELD1=T2.FIELD2....."
Is that possible at all? Because I didnt see fields from secondary table.
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I want to create a calculated field that does a simple multiplication of two existing SLX fields.
The fields are "Revenue" and "Premium Factor"...both are SLX fields that I can reference in query.
I just need to know how I can multiply the two fields to get the result. Not sure if this needs to be done via script or what.
I have some experience in Visual Basic, but the properties control toolbox does not function the same.
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I have a need to restrict some modifications based on whether they are logged in as a SalesLogix remote user, or if they are logged into the main server.
How do I check this?
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I'm looking for some direction on creating snazzy transparent icons for SalesLogix Navbar items. I believe an ico file is the format to go but I'm having trouble getting them transparent.
Are there tools available to create the transparency (like the account, contact etc icons).
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I am trying to send an email from a SalesLogix client. I need to do stuff like attach a document to the mail message.
I do not want to use CDO because it is dodgy especially with antivirus, and sometimes does not allow the SLX Client to close properly giving out Invoke.IDispatch() errors.
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This is probably a simple question but how do I get the caption at the top of the SalesLogix window in a custom entity to show "Sage SalesLogix - [Entity Name - RecordName] instead of [EntityName - RecordID]
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Does SalesLogix offer the ability to create opportunities for a single dollar amount (which I *could* import or load from my estimating system) rather than a SKU-by-SKU built-up amount?
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Is there a way to do a mail merge based on lookup results. For example, let's say I do a look up by CITY, is there a way to then do a mail merge based on those results?
I've tried but it doesn't pick up my lookup results as a group, do I have to create a group to do this?
We are using SalesLogix LAN v7.2.1.
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Can anyone explain why the 'record changes' property check box on a datagrid (in my case Opportunity Products) doesnt record any changes made to the values in it.
Also, can anyone recommend an alternative to record any changes made to a product here?
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I have users that travel between offices that are running SalesLogix remote office and would like to create seperate icons that can be used depending on which remote office they are at. Are there any parameters that can be included into the shortcut or any other way that this might be acomplished.
We use windows authentication so the users would have to connect in slowly to the last connection used, then log out in order to change the connection manually.
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When I try to execute the following sql in script i get the error failed to parse sql.
However, if i run this sql statment in the server management studio it runs fine. Any ideas why SLX doesnt like it? Im guesiing its to do with the use of the
[sysdba].[udf_GetRecursiveChildren] function?
strSQL = "SELECT Z_ACCOUNT_NL.Z_REVYEAR as Year, Z_ACCOUNT_NL.Z_REVTYPE as Product, sum(Z_ACCOUNT_NL.Z_REVAMNT) as Spend " & _
"FROM ACCOUNT INNER JOIN Z_ACCOUNT_NL ON ACCOUNT.ACCOUNTID = Z_ACCOUNT_NL.ACCOUNTID " & _
"WHERE ACCOUNT.ACCOUNTID = '" & AccID & "' or ACCOUNT.ACCOUNTID " & _
"IN (select childid from [sysdba].[udf_GetRecursiveChildren]('" & AccID & "')) " & _
"GROUP BY Z_ACCOUNT_NL.Z_REVYEAR, Z_ACCOUNT_NL.Z_REVTYPE"
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How do I read the data field in the SLX plugin table in order to retrieve the group layout (not only the SQL)?
The purpose is to use the group layout in a vbs.
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I want call the Opportunity Details Main View from the OPPORTUNITYID. Is it possible?
The instruction I am using is:
Application.BasicFunction.DoInVoke "Main View","System:Opportunity Details"
But, this does not work.
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We have a picklist field on the Insert Opportunity form that, when selected, is not showing in the corresponding field on Opportunity Detail. I've checked the data paths on both fields and they are pointing to the correct location. I also checked the script but couldn't find anything there. How do I make the field from the Insert Screen write to the database and display in the Detail view?
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I have users that travel between offices that are running SalesLogix remote office and would like to create seperate icons that can be used depending on which remote office they are at. Are there any parameters that can be included into the shortcut or any other way that this might be acomplished.
We use windows authentication so the users would have to connect in slowly to the last connection used, then log out in order to change the connection manually.
Read more
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I've created a new entity, lets say its called Invoice. So, I have an Invoice MainView, DetailsView, etc. I need to change the edit menu functionality for this entity. Deletion should be allowed only for certain users, and the system should display a confirm dialog prior to beginning the deletion routine.
I've been taking a look at global functions, but I'm not sure if this is the way to go or not.
How do I do this? Read more
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I have a report which takes ages to run
I therefore can't open it via the application.basicfunctions.doinvoke ... routine as this always refreshes the data, even if the "save data with report" option is ticked
I have the report running overnight via Knowledgesync and saving to a path on the server
I want to click a button in slx and open this file - with the data saved
I have the following code:
dim objrdc, crxreport, crxview, rptwindow
Set objRDC = CreateObject("Crystalruntime.Application")
Set CRXReport = objRDC.OpenReport("filename.rpt")
What is the next command to open the report in Crystal Report Viewer?
If I put
crxreport.printout
it tries to print to a printer - I don't want this but at least I know the text above is ok
I've tried
crxreport.preview
and this errors
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I see that the PICKLIST table has all the items for the picklists. I also see that there is a PICKLISTID that says what items go with that picklist. But how do I find out what PICKLISTID matches up with (for example) the Contact Status picklist?
And I need to do this programmatically.
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When converting a Lead to an Account there is an option to create an Opportunity as well. The problem we're having is that none of the information from the Lead is being set in the Opportunity(mainly the LeadSource) even though the fields are in both the Lead and the Opportunity.
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