If you followed my last two posts, you'll know some basics of what SData is and how to get it to use in your projects. In this post, we will take this a step further and look at how to actually use it, starting with how to query data from SalesLogix.
Recently, I had to develop a report which was to return data within a particular date range. Specifically, a user would need to select a date and the report would then return data from a range of Monday of the previous week to Friday of the current week. I was able to accomplish this fairly easily using Global and Local variables and a couple of different date functions.
Chances are, if you work or use SalesLogix (or any Sage product) you've heard of SData by now. SData is a basically a web enabled API for SalesLogix allowing you to interact with SalesLogix data from an external application or website. The great thing about SData is that it is a specification that is implemented via RESTful web services. This means you're not limited to using SData with a particular technology (such as exclusively via .NE...
Using pivot queries in SQL is a great tool for rotating data, but what if you need to do something more complicated with multiple data sources and multiple columns? Recently, I had a request to pivot some data from multiple similar tables and to rotate that data into a columnar format.
I'd like to introduce a new open source project from Customer FX that allows you to create and run background tasks in the SalesLogix Web platform. Background Tasks for SalesLogix provides a framework for you to use to build custom tasks that will run on an interval and perform some action in the background while the SalesLogix Web platform is running.
Often, when discussing reporting issues with clients I will bring up the Quota’s area of Sage SalesLogix. If you do not know where this functionality is located, go to your Tools/Manage/Quota menu and the following screen will appear. On the upper pane you find a place to list the users you want to set a quota […]
Sublogix, the simple repository and entity model for SalesLogix, is now available via the NuPack package management system! You can now easily get Sublogix to use in your own custom SalesLogix projects. Best of all, you can get it easier than ever using the NuPack package management system.
A few weeks ago I announced Sublogix. Sublogix is Customer FX project that provides a simple repository for SalesLogix development, allowing you to use an entity model and repository in any version of SalesLogix and is great for use in .NET Extensions in the LAN client, stand-alone or addon applications for SalesLogix or whatever. Death to SQL statements. Things are progressing nicely with Sublogix so I decided it was time to give you a closer lo...
I've previously posed about a number of useful functions available to you within the SLX_Common script in the LAN version of SalesLogix. I'd like to go a little further in-depth about a couple of functions which are helpful for creating new SQL Query strings. In a recent project, I needed to build a query interface similar to what you find in standard opportunity products view. The SLX_Common script holds a couple of functions that I ...
I am working for a client who would like a button to set all of the records in a table to either “Valid” or “” (blank). This then allows them to build groups on what records needs to be updated. I started my adventure by reading Kris Halsrud’s post Retrieving the Manager in SalesLogix 7.5 Web . The solution Kris […]
I am at the end of a series of posts providing some easy to follow steps that will help a developer add the ability to associate Activity and History records for a custom main entity within the SalesLogix Web Client. Read the previous four posts to catch up on where we are at. Part 1 Part 2, Part 3, Part 4, and Part […]
Today I am sitting in the hospital helping my wonderful wife welcome our fourth child into this world. Cailyn Elizabeth was born on the 4th of June after 16 hours of labor measuring out at 10lbs and 21 inches. She is very beautiful and mom and baby are doing great. This is the second to […]
I am near the end of a series of posts providing some easy to follow steps that will help a developer add the ability to associate Activity and History records for a custom main entity within the SalesLogix Web Client. Read the previous three posts to catch up on where we are at. Part 1 Part 2, and Part 3 Since the previous two […]
Using external assemblies in SalesLogix development, rather than built in Code Snippets, is a better & more efficient way to customize SalesLogix entities, with far less headaches. Some of the benefits include a better and more complete development environment and having all your code in one place (instead of digging around through all the entities to get to the code). Let's take a look at how to do it.
My goal within this series of post is to provide some easy to follow steps that will help a developer add the ability to associate Activity and History records for a custom main entity within the SalesLogix Web Client. Read the previous two posts to catch up on where we are at. Part 1 Part 2. As promised in the last post we are […]
Yesterday I started a series of post that will talk the reader through giving the ability to schedule activities and review history records for a custom main entity. Today we will continue on with the first set of modifications. Before we get in too deep we need to define some elements to use in our code. These definitions will be […]
This week I decided to take on the challenge of coming up with some easy to follow steps that will help a developer add the ability to associate Activity and History records for a custom main entity within the SalesLogix Web Client. The next several posts should provide the reader with the step by step details of how to accomplish the […]
I just finished work on an import project into SageCRM, using SQL Server Integration services to move data from a couple of Excel Spreadsheets into the database. One of the items I had to figure out was how to populate tableIDs for the imported records.
Recently, I worked on an import where I spent a considerable amount of time working out how to effectively parse data from a SQL table, for insertion into another table.
For some who have been working in the SalesLogix LAN client for years, the transition from using SQL queries to retrieving data using a repository with the entity model can be a difficult change. This post will look at some common data retrieval methods and the SQL equivalents to help you get your head around how to get work done using the entity model.