Flash fix for the Infor CRM Funnel Chart is now available

As promised, Infor released the fix for the Adobe Flash powered Funnel Chart in the Infor CRM web client.  Here is a link to the Knowledge Base article which has the required bundles attached to it depending on your CRM version.  It looks a little different then the flash version but seems to work exactly the same.

KB 2159932

Description:
There are 3 bundles for different versions of the Infor CRM Product to assist in the remediation of the Funnel Chart due to the deprecation of Flash. The bundles and their versions are as follows:

Funnelchart_8.3 and later.zip – This is to be installed on any system that is 8.3.0.0 and later, including 8.4.x
FunnelChart_8.2.0.4.zip – This is to be installed on any system that is 8.2.0.4
FunnelChart_manual.zip – This is to be installed on 8.2.0.0 to 8.2.0.3

Please see the attached .zip files.
Resolution:
Installation instructions for Funnelchart_8.3 and later.zip and FunnelChart_8.2.0.4.zip:
1. Log into the Infor CRM Application Architect as Admin
2. From the View menu, select Bundle Manager
3. Click Install
4. Select Filename and navigate to the folder with the copied the bundle,
5. Click the bundle
6. Click Open
7. From the Select Bundle screen, click Next
NOTE: ensure the Portals option is selected.
8. Click Next
9. Click Finish
10. From the View menu, click Deployment Explorer
11. Expand Deployments
12. Double-click the portal to deploy
13. Under Deployment Targets, right-click the SlxClient portal
14. Click Deploy Portal

Installation instructions for FunnelChart_manual.zip:
1. Log into the Infor CRM Application Architect as Admin
2. From the View menu, select Bundle Manager
3. Click Install
4. Select Filename and navigate to the folder with the copied the bundle,
5. Click the bundle
6. Click Open
7. From the Select Bundle screen, click Next
NOTE: ensure the Portals option is selected.
8. Click Next
9. Click Finish
10. From the View menu, click Deployment Explorer
11. Expand VFS on SALESLOGIX > Portal Manager > SlxClient > SupportFiles > Masters
12. Double click the Dashboard.master
13. Above the </head> tab, insert the following:
<script pin=”pin” type=”text/javascript” src=”jscript/PlotlyFunnelArea.js”></script>
14. Save
15. From the View menu, click Deployment Explorer
16. Expand Deployments
17. Double-click the portal to deploy
18. Under Deployment Targets, right-click the SlxClient portal
19. Click Deploy Portal

ABOUT THE AUTHOR

Scott Weber

Scott Weber is CRM Practice Manager and Senior Consultant for Customer FX Corporation.

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