I recently had a project which required me to populate the strings collection in an AutoComplete control from data contained in the database. I wanted to take a second to outline how I populate the control's strings, as well as create a reusable script to simplify the process in the future
From time to time, you may find that you want to reference a control or script on a form other than the one you are currently on. This can be done easily using the Forms collection in SalesLogix.
If you've ever wanted to implement some sort of Spell Check functionality within your SalesLogix database, you're in luck! The Standard Spell Check vbScript makes it simple to add this functionality to your custom forms
In my last blog post, I described how to use the Progress Bar control to provide feedback to a user when running time intensive processes. In addition to the Progress Bar control, the Animate control can also be used. Animate Control The Animate control is very simple to use. A number of animations are inlcuded to […]
The opportunity snapshot on the Opportunity Detail view is a handy place to display summary information, but customizing it can be a bit confusing.
In my last Main Views article, I created the detail view as well as the mainview. For this next part, I'll go through creating an insert view, as well as toolbar and menu items for the new SLXProject entity.
While field level security can be used to limit readwrite access to fields by using security profiles, another option is to use team membership to determine how to configure controls on the view itself. In this example, I'll outline how to show different configurations of the Account Detail view based on a users team membership.
For my next few blog posts, I'll go through the steps required to create a new main area in SalesLogix.
I wanted to take this blog post to briefly outline the different types of Forms available to you in the SalesLogix LAN client, mostly for anyone who is new to creating views and customizing SalesLogix.
For this post, I'll outline how to use a business rule to enforce field requirements on a Insert view in SalesLogix web
By using ADO, you have a powerful resource for reading and storing data in SalesLogix. In this basics article, I'll outline the main components involved in constructing and using an ADO recordset in general, and specifically with SalesLogix . If you've never worked with ADO before, this simple example will give you what you need to incorporate ADO into your own customizations.
Recently, I've been working on a customization which calls for one of a number of Merge Forms to be ran based on certain criteria. This is a pretty simple process, and here's how I did it: First of all, I need to get the pluginid for the appropriate Merge Form, based on my criteria. This can be found in the "Plugin" table, based on the plugin type of 25, and the name of the Form. In this case, these forms have been created b...
During a recent SalesLogix customization, we realized that editing an account address does not cause the unsaved data prompt to be displayed. If someone were to modify an account address and neglected to save, changes would be lost without the user being the wiser. Initially, we just added a Save business rule to the OnChangeAction […]
For this basics article, I just wanted to outline the differences between the Radio Button and Radio Group controls, and when you would want to use one vs. the other. Both controls provide a similar sort of interface to end users, allowing them to select one out of many available options. Differences in how the […]
A combobox control works much like a picklist, in that it presents a number of selectable values to be stored in that control. You can set available values at development time using the items property of the control, but for greater flexablility, you can populate the control at run-time as well. For this example, we’ll […]
It’s simple enough in the SalesLogix LAN client to slap a bunch of bound controls on a form, but if you want to perform any sort of action on that data, chances are you are going to be writing code on various events available to you. As a simple example, I’ll build a simple […]
I recently had a project where I had to configure an account-level datagrid which displayed a list of related opportunities. Aside from standard opportunity level fields, I also needed to include a simple count of products for each opportunity. In order to include the product count, I used a relatively simple process to define and […]
For my first Blog post (well, I guess technically second), I’m going to keep things pretty simple. If you’re already familiar with implementing customizations in SalesLogix, this will all be old hat. If you’re familiar with common controls in Visual Basic or C#, then this should all seem familiar to you as well. I’ll get more in-depth in the future; but for now, here’s some of the most common controls I use in SalesLogix customizatio...