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  • Exporting Table data via the SalesLogix web client

    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...
    Posted to Jason Buss' Blog (Weblog) by on
  • Launching Schedule Activity functionality in the SLX Web client

    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...
    Posted to Jason Buss' Blog (Weblog) by on
  • Web Basics - Using the UserService in a Code Snippet Action Item.

    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. After adding the button to the AccountDetails form, I...
    Posted to Jason Buss' Blog (Weblog) by on
  • Type/Subtype issue in SLX Web 7.5.1

    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...
    Posted to Jason Buss' Blog (Weblog) by on
  • Setting required fields in SalesLogix 7.5 Web Client insert views

    For this post, I'll outline how to use a business rule to enforce field requirements on a Insert view in SalesLogix web. For this example, I'll be adding a requirement to fill the Description field when inserting a new opportunity. Step 1: Create Business Rule In the Application Architect, open...
    Posted to Jason Buss' Blog (Weblog) by on
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