If you’re adding a Contact lookup where you want the user to chose from user contacts only, instead of all users in the system, you’ll add a normal Contact lookup that gets filtered to show only contacts that are users. I’ve shown before how to filter a lookup, but for filtering for user contacts, there’s […]
In Creatio, or any system, a dependent lookup is a lookup that the choices are dependent on what’s selected in another lookup. Sometimes they are referred to as cascading lookups. The basic idea is one lookup filters the choices available based on what you pick in another lookup. This is common with things like type […]
Modifying a Lookup’s Configuration To Include Additional Columns in the Results in Creatio (formerly bpm’online)
I wrote an article previously outlining how to modify a lookup’s filter via code. See Filtering Lookups in Creatio. In that article I show how to add an attribute that merges with the lookup, modifying the lookupListConfig for the lookup to add a filter. You can use that same approach to modify other things about the […]
In my previous article, I wrote about how to filter a lookup using an attribute that allowed you to set the lookup filters in code, rather than with a business rule. In this article we’ll look at a specific example of filtering a contact lookup to only display contacts that are users in a certain […]
When you add a lookup to an object or page, the default behavior is not filtered, meaning the lookup will search through all records in the lookup object’s table. Often, this isn’t ideal. You can very easily use business rules on a page to set up a simple filter for a lookup, but this might […]
I recently had a request to customize the Lookup dialog in Infor CRM (Saleslogix) to add a hyperlink column that would launch a dialog to show related data to the row in the lookup search results. For this particular request, the customer wanted to add this custom column to any product lookup that would show […]
An annoyance I’ve always had when using the Infor CRM (Saleslogix) Web client is that in lookup dialogs the textbox where you type in a search value is not focused. You can’t just open a lookup and start typing. You have to first click into the textbox, then type in your search value. In my […]
In the Infor CRM web client the lookup control’s popup dialog defaults to being something like 750px wide. Sometimes this may not be wide enough to incorporate a lookup whose grid contains a lot of columns. You can modify this behavior by extending the base SDataLookup widget. In a previous post I talked about how […]
When associating a related asset to a ticket in the Infor CRM Web Client (Saleslogix), the out of the box behavior will show all assets in the system in the lookup to select an asset. This doesn’t make a whole lot of sense for most people since they usually want to relate an asset that […]
Recently, I needed to create an account tab in the web client which would show a number of values from a stand-alone entity in SalesLogix. Using child relationships, SalesLogix web makes this easy to do. In this example, I'm creating a simple Product tab at the account level. This tab contains a Product Lookup to select a product for the account, and then also shows a number of product fields on the view. These product fields are read only,...
The Quick Find functionality in the SalesLogix web client is a fast and easy way to look up information from many different areas in SalesLogix, but did you know you could modify the layout of the various lookups displayed in that interface? The functionality is a little hard to find if you don't know where to look, but this post will explain how you can modify the Quick Find lookups.