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Useful Functions from the SLX_Common script (SalesLogix LAN)

The SLX_Common script included in SalesLogix contains a number of simple, yet useful, functions that you can use within your own functionality to save yourself some time by not having to reinvent the wheel each time you need some simple functionality. GetItemIndex( Control, Value ) This function returns...

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Using SQL triggers to enforce data rules in SalesLogix.

In a recent project, I used triggers to enforce some data rules in the Ticket area of SalesLogix. We did this because our client was using both the LAN as well as the Web clients. We were having some difficulty seeing changes in the LAN client when values were set in the Web, and vice-versa. If you're...

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Using Picklist data revisited

Back in January, I posted about the SalesLogix picklist data structure, and outlined how to use the data found in the picklist table to populate other controls such as comboboxes and listboxes. You can find that article here .) If you are performing customizations to version 7.2 or later of SalesLogx...

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Using SQL views to incorporate external data into SalesLogix customizations

Did you know that you can include SQL views in SalesLogix? This can be a very handy method to include data that is not normally part of SalesLogix. It is important to note, that these changes are not sync-aware. However if you are running SalesLogix LAN in a network only environment, this can be a helpful...

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Events based on history in version 6.x SalesLogix

Prior to version 7, there was limited access to those activity and history areas in SalesLogix. In a recent project, I had to perform a series of tasks upon completing an activity with a particular Type/Category/Result combination. This had to be done in a 6.2.1 system. In order to do this, I had to...

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Using the Forms collection in the SalesLogix LAN client

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. The first thing we need to do is to loop through all open forms, checking for the desired form. For this...

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User feedback using the Animate Control

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 is very simple to use. A number of animations are...

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Providing interface feedback - Progress Bars

When performing lengthy 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: Progress Bar The main properties in this control you...

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Adding items to the Opportunity Snapshot (LAN)

The opportunity snapshot on the Opportunity Detail view is a handy place to display summary information, but customizing it can be a bit confusing. The Snapshot is simply a browser control, displaying HTML which is being generated by a method on the Opportunity detail screen. You can see the HTML code...

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Building new Main Views in SalesLogix LAN - Part 1

For my next few blog posts, I'll go through the steps required to create a new main area in SalesLogix. We'll be creating a new area in SalesLogix that I'll call SLXProjects. When we're finished, we'll have a fully functional project management system. I'll be going through this...

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