Articles by Jason Buss

Pivoting data in SQL (Part 2)

In the past, I've written about pivoting data in SQL, and I wanted to post a quick follow-up showing basically how to rotate the data back into a single column. My source data consists of a recordID field, then 5 different boolean fields representing a different type value:

Debugging Custom Assemblies Using Visual Studio

Developing for Saleslogix web using external assemblies provides you with a lot of freedom when developing code for Saleslogix web. External assemblies can be helpful when organizing projects, reusing code and working with references to other assemblies. You also have the ability to step through your code for debugging and troubleshooting. In this post, I'm going to briefly outline how to launch your custom assembly code in debug mode in ...

Installing a Saleslogix Web Bundle

I realized that we didn't have any sort of simple write up of how to install a Saleslogix web bundle, so for my post this month, I thought I'd list the steps in a typical installation with screenshots. Most of these screenshots are from an 8.0 system, but the process should be the same in older versions of Saleslogix. In Application Architect, Right-click on the VFS in the Project Explorer and Select "Install Bundle".

Adding string formatting to values using WebEntityBinding

In a recent project, I needed to round numeric values displayed in the Opportunity Snapshot.  This can be done easily using the WebEntityBinding method in the source code file for the Opportunity Snapshot smartpart. The WebEntityBinding method is contained in the  Sage.Platform.WebPortal.Binding namespace, and is used to bind data to controls contained in Saleslogix smartparts.  […]

Error: StringConverter cannot convert ‘String’ to ‘Boolean’

This error usually occurs because an entity property is set as the wrong datatype for it's underlying field. This happens because when adding a new entity from an existing table, it doesn't create those boolean properties correctly. This is not an uncommon issue. In fact, it comes up all the time and I'm sure it's been mentioned on this site before. I just wanted to re-iterate the issue and include some screenshots to demonst...

Evaluating strings in C# Code snippets

When checking for two (or more) different values for a property in a code snippet, you can't simply look at the string values without an error being thrown. For example: Sage.Entity.Interfaces.IAccount acc this.BindingSource.Current as Sage.Entity.Interfaces.IAccount; if (acc.type != "Customer" || acc.type != "Prospect")

Updating text within Textblob fields in SalesLogix

I had a request to post on how you could replace characters within a blob field in the SalesLogix database. Blob fields are database fields that hold any sort of binary information (such as text, images, audio, etc..), but SalesLogix uses them primarily for holding large amounts of text, since you don't have to define a field length. The LongNotes field in the History table is a good example.

(not quite as) Easily Increasing the Height of the Picklist Dropdown in SalesLogix Web

My colleague Ryan just posted about a simple method to increase the height of picklist dropdowns in the SalesLogix web client. I have a slightly different way to accomplish the same thing for individual picklists, so while not really more difficult to do, would require you to do it for as many picklists you want to modify. Ryan's solution modifies a stylesheet to affect all picklists in the system at once.

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 code) By creating a new custom smartpart, we can simply export the results of a SQL query to a CSV file, save it on the webserver and dow...

Missing Properties/Toolbox window in SalesLogix LAN

If you work on SalesLogix across a number of remote desktop connections and a number of different workstations as I do, you may occasionally run into an issue where the Properties or Toolbox windows cannot be made visible. This happens when you first start a Remote session from a machine with a greater screen resolution, move one of those windows to the far right of the screen, then start a Remote session on a machine with a smaller resolution. ...

Populating fields from a lookup result set in the SalesLogix web client

Recently, I needed to create an account tab in the web client which would show a number of values from a stand-alone entity in SalesLogix. Using child relationships, SalesLogix web makes this easy to do. In this example, I'm creating a simple Product tab at the account level. This tab contains a Product Lookup to select a product for the account, and then also shows a number of product fields on the view. These product fields are read only,...

Modifying the QuickFind Lookup in the SalesLogix LAN client

The Quick Find functionality in the SalesLogix web client is a fast and easy way to look up information from many different areas in SalesLogix, but did you know you could modify the layout of the various lookups displayed in that interface? The functionality is a little hard to find if you don't know where to look, but this post will explain how you can modify the Quick Find lookups.

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, and in this post, I'll quickly go through the steps for creating that type of functionality.

Hiding tabs in the web client using Roles

If you had a tab you wanted to hide in the LAN client, all you have to do is remove the current release. Once that was done, the Admin user will continue to see the tab, but no other users will have access to it. This is something that you can do in the Web client fairly easily as well, although you have to go about it slightly differently. In this post, I'll do a quick walk-through of hiding the Products tab in the Opportunities area of the...

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. If you're not familiar with ASP or C#, this can be a little intimidating, but hopefully this post will show the areas you need to modify...

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. Most of these functions and methods deal with populating the activity and history tables.

Setting custom date ranges in Crystal

Recently, I had to develop a report which was to return data within a particular date range. Specifically, a user would need to select a date and the report would then return data from a range of Monday of the previous week to Friday of the current week. I was able to accomplish this fairly easily using Global and Local variables and a couple of different date functions.

Adding Billing and Shipping addresses to SageCRM merge forms

I was recently doing some work on merge forms in SageCRM and discovered that for Cases, SageCRM didn't take into account different address types in the OOTB Case merge fields. Normally, Address information is derived by joining the case_PrimaryCompanyID to the Company table, and then joining from Comp_PrimaryAddressID to the address tables. With these joins, you could only include the primary address for the Case's account, however I wa...

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) news and product updates!

You have Successfully Subscribed!