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Using an External Assembly for Entity Events and Business Rules in SalesLogix Web

Using external assemblies in SalesLogix development, rather than built in Code Snippets, is a better & more efficient way to customize SalesLogix entities, with far less headaches. Some of the benefits include a better and more complete development environment and having all your code in one place...

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A Look at Querying Data in SalesLogix using IRepository and the SQL Equivalents

For some who have been working in the SalesLogix LAN client for years, the transition from using SQL queries to retrieving data using a repository with the entity model can be a difficult change. This post will look at some common data retrieval methods and the SQL equivalents to help you get your head...

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Determining the Page Mode at Runtime in SalesLogix Web

One of the keys to reusing a form for both inserting new records and displaying existing record detail is the ability to determine if the form is currently in insert mode or detail mode. There are several ways to determine this at runtime so you can take the necessary steps depeding on the current form...

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Determining if a User is a Member of a Team in SalesLogix Web

Five years ago I wrote a post about how to determine if a user is a member of a team in SalesLogix LAN scripts that is still referred to today. I've been asked on occasion how one would go about doing the same in the SalesLogix Web platform, so I thought it was time for a follow up post. In this...

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Accessing User and Security Entity Properties in SalesLogix Web

There are likely many cases in SalesLogix Web where you need to access properties on the User and Security related entities that are not included in the entity by default, meaning that there is no public property exposing the value. For example, the IsManager property on the User entity. A co-worker...

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Programatically Adding a New Record in SalesLogix Web

Something that is a common task in development, yet one that I get a lot of questions about, is how to programatically add a new record in SalesLogix Web using the entity model. This is an easy task, but unless you have some examples to learn from you might not know where to start. Let's take a look...

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Using the EntityHistoryService to Retrieve Previously Accessed Entities

There are many ways to get the "current" account in SalesLogix Web. For those coming from developing for the SalesLogix Windows client, you'll likely want the same capabilities that the BasicFunctions CurrentAccountID provides. In the web platform, however, there is all of that, plus more...

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Creating a Business Rule to Return a List of Objects

One of the best things about working with the SalesLogix 7.2 Web application is how great the entity model is. You have this single place to put all your rules and logic, the UI is really just an afterthought. Something that I do quite often is create business rules to return data specific to an entity...

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Displaying the Primary Contact on the Account Detail Form Revisited and Custom Properties in 7.2.2

I posted before about adding the primary contact to the Account Details form in the SalesLogix 7.2 Web Client. This solution made use of "Custom Properties" which was a feature available in 7.2.1. However, since that time, a change was introduced to how custom properties are built in 7.2.2...

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Entity Change State And Getting Previous Values in SP2

I posted before about getting previous values for entity properties in SalesLogix Web. The method I used in that post made use of IEntityState to get the changes for an entity. In SP2 (version 7.2.2 - currently in release candidate as of the time of this post) IEntityState is now obsolete. It has been...

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