Tag: Customization

Easily Generate QR Codes in Infor CRM

QR codes can be useful and you might find a need for generating them inside of Infor CRM (Saleslogix). A QR code can represent a lot of different things, but in this article we will be creating QR codes that contain the URL to a record in the CRM web client (the value stored in […]

Changing a Checkbox’s Appearance in the Infor CRM Web Client

The Infor CRM implementation of a checkbox does not use a standard ASP.Net CheckBox control. Instead it uses its own control implementation that inherits from the CheckBox control. One of the things that I struggled with recently was how to both change the text showing with the CheckBox as well as change the color of […]

Adding a Filter/Condition to the Contact Attendees Lookup in the Infor CRM Activity Editor Dialog

I’ve posted a few times before about customizing the Infor CRM (Saleslogix) Activity Editor Dialog. It’s a form made up of 100% Javascript so customizing it isn’t like your typical Infor CRM Web customizations. In this article, we’ll be looking at how to customize the lookup to add contact attendees (participants) to the activity. Specifically, […]

Problem Showing All Area, Category, and Issue Values in Infor CRM (Saleslogix) Mobile And How to Fix

There is an issue with the Infor CRM (Saleslogix) Mobile client where, if you have a large list of Area, Category, & Issue values, not all of them will show in the lookup. This is caused by the fact that the out of the box AreaCategoryIssue lookup will retrieve only 200 rows, and, then filter the distinct list of these 200 rows to show the available area, category, or issue values. The problem comes into play when you have more than 200 rows ...

Index of Posts for Starting with Infor CRM (Saleslogix) Development

The blogs on customerfx.com go all the way back to 2003. There's years and years worth of information that we've accumulated and shared. Since the beginning of the Infor CRM (Saleslogix) web client, we've been posting and sharing what we've learned ever since. However, if you're just starting with developing & customizing the web client, it might be hard to know what to start reading. This post will contain an index of pos...

Easily Showing and Hiding Tabs at Runtime in Infor CRM (Saleslogix)

Showing and hiding tabs in the Infor CRM (Saleslogix) client should be an easy thing. It should be something you can do on demand, and any time, no matter where things are in the page life-cycle. You should be able to show or hide tabs based on changes in other controls on the detail form. The help in Application Architect describes creating a module, an external assembly that you can wire up for the portal to show and hide tabs and runtime. That...

Avoiding the Dirty Data Message When Programatically Redirecting to a Record in Infor CRM (Saleslogix)

In my last post I wrote about using the OnClientClick property of a control (or button) to run JavaScript prior to running the actual server-side click action in order to prompt a confirmation message. To piggy-back on that post, there are a lot of useful things you can do with javascript that will run before your form submits back to the server to so some action. In this post, we'll look at that same idea to clear the dirty-flag with client-...

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 m...

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 ...

Finding the Current Parent Record ID in SalesLogix Web

Sometimes it’s the easiest things that can be a big barrier to entry for getting started with something. I was reminded of this recently with some forum posts on slxdeveloper.com. Something as simple as getting the ID value of the current record can get in the way of getting the real work done if you’re […]

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