Groups can be a useful way to allow the user to build conditions to limit the records to perform some action on. Recently, we designed a job that would work on a set of records and we allow the users to define the list of records by adding conditions to a group. The job would […]
Automatically Setting the Temp Lookup Group for Related Records When Navigating to an Entity Page in Infor CRM Web
A nice feature of the CRM LAN/Windows client is when you select a row in a grid and go to the entity, such as clicking on a contact in the account’s contacts grid to go to the contact, it will set the temp lookup group to the other contacts for the account you opened it […]
If you are building a group based on a date and using => for the date condition we are seeing issues on selecting the beginning date
In the new Office Profile setting that is introduced in version 8.3.6 there is a groups tab. Under that tab is a setting “Specify the maximum number of groups users can display”. If this is set to zero it is supposed to display all groups but times out on the group load. Setting this to […]
Recently, I request from Infor CRM a list of Literals that can be used when build queries in the Query Builder.
Recently I had a customer with a specific user that had a filter stuck on one of their Account Groups.
Programatically Creating a Temporary Lookup Group for a specific entity in the SalesLogix web client
In SalesLogix you will often see behavior where after saving a record your are taken to the detail view of the new record and the current group has been set to just the new record. In the LAN client there was a Application.BasicFunction method exposed to do this. In the web client there is not […]
Have you ever needed to build a group of contacts starting from the account level? Here is an example of group of contacts that are linked to the associated Accounts. We start the group from the Account list view and select an accountid as our sole condition.
Duplicates will appear in the "Group Manager" list view of groups when there are multiple releases of a group. Those duplicate listings cannot be removed unless you go into Architect and modify the release scheme.