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  • Modifying the Insert Contact/Account view in the SalesLogix Web client

    Most of the time, it is a simple process to add or subtract fields from views in SalesLogix, but on occasion, it is necessary to perform those changes by modifying custom smartparts rather than making changes directly to a view. A good example of this in the Insert Contact/Account screen in the web client...
    Posted to Jason Buss' Blog (Weblog) by on
  • Basics - Ticket Activity Support - SalesLogix LAN

    In this post I'll outline some of the functionality available to you in the Standard Ticket Activity support script for SalesLogix LAN. As with the other built in SalesLogix scripts, access to this functionality allows you the ability to control the various processes regarding ticket activities....
    Posted to Jason Buss' Blog (Weblog) by on
  • Advanced Pivoting in MSSQL

    Using pivot queries in SQL is a great tool for rotating data, but what if you need to do something more complicated with multiple data sources and multiple columns? Recently, I had a request to pivot some data from multiple similar tables and to rotate that data into a columnar format. I hadn't played...
    Posted to Jason Buss' Blog (Weblog) by on
  • Using the Reporting API enhancement in SLX 7.5.2 web

    Sage has added an API enhancement to facilitate running Crystal reports in the SalesLogix web client. To get the functionality in 7.5.1, it was necessary to install a reporting update bundle, but the functionality has incorporated into 7.5.2 with no additional installation needed. The enhancement adds...
    Posted to Jason Buss' Blog (Weblog) by on
  • 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...
    Posted to Jason Buss' Blog (Weblog) by on
  • Utilizing Spell-Check functionality in SalesLogix 7.5 LAN

    If you've ever wanted to implement some sort of Spell Check functionality within your SalesLogix database, you're in luck! The Standard Spell Check vbScript makes it simple to add this functionality to your custom forms. *Note: Microsoft Word must be installed on the local machine. For this example...
    Posted to Jason Buss' Blog (Weblog) by on
  • Setting conditions for Crystal Reports in SalesLogix LAN

    I wanted to quickly outline a process for passing a condition to a Crystal report in two simple steps. Say you've created an account report that you want to launch via a button on the account detail, limited to the current account record. Step 1, Setting up the button: The button is going to do two...
    Posted to Jason Buss' Blog (Weblog) by on
  • 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...
    Posted to Jason Buss' Blog (Weblog) by on
  • Building new Main Views in SalesLogix LAN - Part 2

    In my last Main Views article, I created the detail view as well as the mainview. For this next part, I'll go through creating an insert view, as well as toolbar and menu items for the new SLXProject entity. Creating the Insert View: The insert view for this new area will be created as a manage view...
    Posted to Jason Buss' Blog (Weblog) by on
  • Using Team Membership for Dynamic view display

    On occasion, I've had requirements to display different 'versions' of a form for one group of users over another. While field level security can be used to limit read\write access to fields by using security profiles, another option is to use team membership to determine how to configure...
    Posted to Jason Buss' Blog (Weblog) by on
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