Articles by Ryan Farley

Getting the Current User in bpm’online

There are many cases when you need to know who the current user is in bpm’online. Whether this is in client-side code on a form, or in server-side code in a process or a configuration service. Getting the Current User in Client-Side Code The current user is stored in Terrasoft.SysValue as CURRENT_USER. This is a […]

Creating Packages in Bpm’online

Packages in bpm’online are how you separate what you’re creating/customizing from the rest of the application. It’s a layer that exists in the application. It’s also how you deliver a set of functionality to another bpm’online system. If you’re coming from Infor CRM, it’s like a bundle, but a whole lot more. It’s more like […]

Bpm’online is the Future of CRM

Over the past year or so, most of my time has been spent working with bpm’online. It’s been my primary focus and an amazing journey – it’s made me excited about CRM all over again. I’ve been working with Infor CRM (Saleslogix) since it’s very first public release (I think that was 1997). It’s been […]

Excluding Reports from the Reports List in Infor CRM

In the Infor CRM (Saleslogix) Web client, users can go to the Reports section to see the full list of reports that are available. However, some reports, you might not want to have available there. For example, at times, you might build reports that serve a certain purpose, that you run via code from somewhere […]

Customer FX 15 Years of Saleslogix Related Blogging!

This month marks the 15 year anniversary of Saleslogix (now Infor CRM) related blogging from Customer FX!! In 2003, I started the first Saleslogix related blog (that I knew of at that time) on the domain SalesLogixBlog.com and migrated that blog to customerfx.com in 2008. Here’s a sample post from that blog in 2004 on […]

Using IComponentReference as a Generic Entity Type for Infor CRM Entities

Along the same lines as my previous article covering referencing entities using the IDynamicEntity interface to set and get properties by a string name instead of as a strongly-typed object, you can also use the IComponentReference interface as a generic entity type since all entities implement this interface. This interface is found in the Sage.Platform.ComponentModel […]

Getting the SQL for a Group in Infor CRM Web

Groups can be a useful way to allow the user to build conditions to limit the records to perform some action on. Recently, we designed a job that would work on a set of records and we allow the users to define the list of records by adding conditions to a group. The job would […]

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