Articles by Jason Buss

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Setting Lead DNC Fields to Match Do Not Solict Default When Creating New Leads in Infor CRM Web

by | Aug 3, 2020 | Infor CRM

Within lead records in InforCRM, there are a number of DoNotContact fields, such as Do Not Solicit, Do Not Mail, Do Not Phone, etc...  InforCRM provides an area to set up a default value for the Do Not Solicit value on new Leads, however it does not do anything with the other Do Not Contact fields. In InforCRM, the DoNotSolict value supersedes the other Do Not Contact fields, so it shouldn't matter, however some of our clients find it confu...

Adding Roles and Secured actions in Infor CRM Bundle Actions issue

by | Jan 21, 2019 | Infor CRM

When creating a bundle manifest recently, I needed to include new roles and secured actions.  In the bundle actions area of a new manifest, there are options to add Role(s) and to add Secured Action(s).  When adding roles, there is an option to "Include related secured actions", however selecting this options does not actually add the related secured actions.

Custom Security Profiles and the ICRM 8.4 Upgrade

by | Jun 7, 2018 | Infor CRM

The Infor v8.4 Action Items bundle inserts a number of new Security profiles into the secprofiles table.  Unfortunately, in doing so it also clears all the old profiles, which is an issue if you have custom security profiles that you use in your system. 

Changing text alignment on Numeric controls in Infor CRM

by | May 17, 2018 | Infor CRM

In many interfaces, numeric values tend to be right justified.  In InforCRM however, all controls display their information with the text aligned to the left of the control.  Recently I was asked about changing the text alignment of numeric controls to display the text to the right in the control.  While InforCRM doesn't expose a text-alignment property in their controls, it is possible to set the style.textAlign property of the composite N...

Load order issue in Infor CreateUnicodeDB utility

by | May 1, 2018 | Infor CRM

I recently bumped into an issue with the order in which the utility (CreateUnicodeDB) creates database objects.  SQL Users and schemas are processed first, followed by SQL tables, followed by the other SQL objects.  In this particular database, there were scalar UDFs being used to create computed columns in a number of the SQL tables.  Since the utility creates Tables before UDFs, it would error out on any table referencing that non-existent U...

Installing Web Manifests in InforCRM

by | Jan 9, 2017 | Infor CRM

I wanted to take a moment to briefly document how to install web manifests in InforCRM. This is pretty basic functionality, but I thought it would be helpful to have it documented here as a reference. So, without further ado:

InforCRM – Chars, Bits and Booleans (oh my!)

by | Dec 21, 2016 | Infor CRM

For anyone who works with InforCRM SNC, the loose definition of the "boolean" is familiar. Basically, InforCRM treats "Booleans" as single character strings, rather than a bit datatype in SQL, allowing "T" and "F" values, as well as null.

Using Computed columns to create an Email link on a standard ICRM web datagrid

by | Jun 14, 2016 | Infor CRM

Recently, I had a request to build functionality that would allow a user to send an email based on information in a datagrid row. Here is an outline of how I put that functionality together. The form contains a standard datasource/datagrid setup (Note, this does not work with an editable datagrid). In addition to any other functionality on the form, we also need to add two objects: A Hidden Text control, and a button on the form. The Hidde...

Editable Grid modifications/deployments with new entity properties in InforCRM (Saleslogix)

by | Mar 9, 2016 | Infor CRM

I was working on an editable datagrid, adding two new columns from a couple of field properties that I had just added to the entity model. After I made my changes, built the web platform and deployed, my new columns were not showing up in the datagrid. "Oh well", I thought, "Sometimes you have to rebuild everything for a change to come across". So, I deleted everything from my build folders to force a full rebuild. I also deleted everything f...

Using Global Script functions in InforCRM

by | May 5, 2015 | Infor CRM

I recently had a project that required me to be able to check if a user belonged to a particular team. A previous post by Ryan showed me how to query team membership, but rather than setting this up as a Business Rule, I wanted to create it as a Global function that could be called from anywhere without having to worry about instantiating an entity to access the business rule. Instead of creating a business rule, I created a Global CS script...

Adding a report link to the Common Tasks pane in Infor CRM (formerly Saleslogix)

by | Nov 12, 2014 | Infor CRM

When you are viewing an Entity Detail page, the Common Tasks pane on the right of the page provides a number of links to perform common tasks, such as Mail Merges, Emails and creating activities for the current entity record. By making a couple modifications, we can add a link to run a report from this section I'm going to demonstrate how to add a report link to the Account Entity. Account should already have a link to run the Account De...

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