Along the same lines as my previous article covering referencing entities using the IDynamicEntity interface to set and get properties by a string name instead of as a strongly-typed object, you can also use the IComponentReference interface as a generic entity type since all entities implement this interface. This interface is found in the Sage.Platform.ComponentModel […]
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 […]
It is possible to hide groups at the database level, thus speeding up load times.
If you install the Job Server on your Web Server, the Web Server is likely to take a significant performance hit from having the Job Server working in the background.
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 […]
Something that is nice about the Application Architect is that it is customizable in a similar way to how you customize the Infor CRM web client itself. An example of this is in my Git Extensions for Application Architect project. One useful place that you can extend with your own code is the deployment process. […]
QR codes can be useful and you might find a need for generating them inside of Infor CRM (Saleslogix). A QR code can represent a lot of different things, but in this article we will be creating QR codes that contain the URL to a record in the CRM web client (the value stored in […]
If you’re using SData to create Opportunity records, you’ll likely need to also start sales processes for those opportunities as well. Sales processes in Infor CRM (SalesLogix) is a mess with all the XML etc. Luckily, there’s an out of the box business rule we can use that does all the messy stuff for us. […]
The Attachments tab lets you upload documents for an entity to be stored on the server, and allows a user to later download the documents to their own computers.
If you’re using a build server for continuous integration & deployment, you’ll be happy to know you can automate the build & deployment process for Infor CRM using command-line tools. Even if you’re not using a build server and would like to create some automated way to build & deploy, you’ll find these tools useful. […]
If you want to synchronize Infor CRM (Saleslogix) with Outlook, you must install Xbar as an Outlook add in.
When a user runs a report in Infor CRM (Saleslogix), they are given choices to export the report to certain formats. This can easily be changed if you’d like to limit the choices to only certain types. Normally, the user will see the following choices: Let’s say you only want to have the PDF and […]
In this article we’ll taking a look at how to use conditional styling for rows in the Editable (SData) DataGrid. We’ll change the look (colors, etc) of the row based on conditions in the data. For the example we will be using, we will modify the TicketActivities grid so that punched-in timed activities that were […]
In a normal deployment of the Infor CRM (Saleslogix) Web Client, the files for the Web Client are stored in the Virtual File System, or VFS.
Out of the box in the Infor CRM (Saleslogix) Web client, when you click an address control to view it on a map it opens Mapquest. I have no idea who actually uses Mapquest, so this isn’t ideal and opening the address in Google Maps would be a far better option. This is changing in […]
There are many possible reasons Infor CRM (Saleslogix) can be slow. Here are a few possible causes worth looking at.
When using the Editable (SData) DataGrid on forms in Application Architect, you have options for specifying the sort for the grid by setting the sort properties for a column. It is also possible to programmatically set the default sort for an Editable DataGrid as well if needed. First of all, to set the sort for […]
When creating a report in Infor CRM (Saleslogix) that filters based on date, the options can be a bit tricky. Luckily, most of tables and columns in the underlying SQL database are named fairly intuitively.