Tag: Development

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Hiding Speedsearch Based on a Secured Action in the Infor SLX CRM Web Client

In the standard web client there is a secured action called “Toolbar/Tools/AdvancedSpeedsearch/View” that gives you access to the Tools/Advanced Speedsearch menu item. That menu lets you open up the advanced Speedsearch search screen. However there is no such ability to prevent users from using the general Speedsearch functionality located in the upper right corner of […]

Issue Creating Activities via the Infor CRM Job Service

I recently ran into an issue creating a job in the Infor CRM Job Service portal that had a step to create an activity. When I ran the job I was receiving event log errors similar to the following: Sage.Platform.DynamicMethod.DynamicMethodException: An exception occurred executing the dynamic method Activity.OnCreate. —> Sage.Platform.Application.ServiceMissingException: Service Sage.SalesLogix.PickLists.IPickListService is not available ...

Extending the Infor CRM 8.4 Web Client Email Control

In a previous post I discussed how to extend the Email control in the Infor CRM web client to change the validation regex string that is used. In 8.4 this functionality changed and now no longer uses the same approach as before. Instead the email validation has changed to being contained within the Sage.Utility library. […]

Filtering the Dojo Lookup Control in the Infor CRM web client

When setting up a new dojo widget that utilizes the Lookup control (Sage.UI.Controls.Lookup) you are able to pass in the configuration options for the lookup. This includes things like the store, or sdata feed that the lookup will use, what columns show in the lookup, and also filters on the lookup. These options are passed […]

Fixing Timeless Activity Displays in the Infor CRM 8.3.09 Web Client

In the Infor CRM 8.3.09 web client timeless activities in the sdata grid display their dates as one day off due to UTC offset incorrectly being applied to these records. The sdata grids all inherit from the Sage.UI.Controls.GridParts.Columns.DateTime widget. Because of this we can fix the base widget function returning the incorrect date value and […]

Breaking Change on the LeadSearchAndConvert.ascx.cs file in Infor CRM 8.3x

Breaking Campaign Target Logic In older version of the custom smart part LeadSearchAndConvert, there is code in the ConvertLeadToNewAccountAndContact method that converts lead campaign target data into the newly created contact record. In older version this code look like: In 8.3 that Lead business rule no longer exists. Instead there is a new method in […]

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...

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...

Using a Test Plan

So you have approved the Statement of Work (SOW) for some modifications and are awaiting the delivery of the bundles from Customer FX. The next item you should be working on is a solid test plan. There are several ways to create a test plan and my intent is not to guide you onto any […]

Evaluating strings in C# Code snippets

When checking for two (or more) different values for a property in a code snippet, you can't simply look at the string values without an error being thrown. For example: Sage.Entity.Interfaces.IAccount acc this.BindingSource.Current as Sage.Entity.Interfaces.IAccount; if (acc.type != "Customer" || acc.type != "Prospect")

Introducing the SalesLogix Mobile Developer Toolkit

I am very pleased to announce a new & free open source tool from Customer FX named the SalesLogix Mobile Developer Toolkit. This toolkit will make your life easier when working with the SalesLogix Mobile product and provide automation to some of the tedious tasks you have to complete before you actually get to start writing code. Let's take a look.

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