Tag: Code Action
Confirming Actions With an "Are you sure?" Prompt in Infor CRM (Saleslogix)
I'm not a huge fan of bugging end users. I figure, if an end user clicked something, he or she meant to click it. However, that's not always the case. It's especially a good idea for destructive actions or for things that will make a lot of changes and you want to make sure before you pass the point of no return. If a user clicks something and you need to confirm the action with some sort of "Are you sure?" prompt, then it must be done. So, I suppose it's a necessary evil and something that fortunately is very easy to do in Infor CRM (Saleslogix).
Programmatically Using Security Roles and Secured Actions in Infor CRM (Saleslogix)
In most places in the Infor CRM (Saleslogix) web client, it's pretty easy to use security roles. You simply add the role string to an "Applied Security" property and the rest is magic. But what if you need to get more granular than that? What if you need to access the roles at runtime and apply security to something that doesn't have an Applied Security property? What if you need to apply role security to individual controls on a form, such as enabling or disabling a checkbox? Luckily, it is just as easy to use security roles programmatically as it is to apply them to properties of things in Application Architect.
Showing a Message to the User from a Code Snippet Action in SalesLogix Web
Showing a message to a user in SalesLogix Web is an easy task. It should be, right? Of course - and it is, however, you might need to know where to look to do it. This post will take a look at how to do this from both a Code Snippet Action and a C# Snippet Action.
Infor CRM Sync for Exchange: Action Required by August 31, 2026
Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.
[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters
See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.
Disable Caching in Infor CRM SLX Web Client
In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.
AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?
Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.
Build Your Creatio AI Skills with the 2026 AI Summer Program
Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.



