Tag: scripting

Most of the time, it is a simple process to add or subtract fields from views in SalesLogix, but on occasion, it is necessary to perform those changes by modifying custom smartparts rather than making changes directly to a view. A good example of this in the Insert Contact/Account screen in the web client. If you're not familiar with ASP or C#, this can be a little intimidating, but hopefully this post will show the areas you need to modify when making changes to the custom smart part. First of all, you need to find the custom smartpart. The easiest way to do this is to look at the Project Explorer in Application Architect. Expand the Portal manager, Sage SalesLogix, and Pages. Scroll down to the Insert Contact/Account page and double-click on it. This will open the page, and show all the smart parts used.

In this post I'll outline some of the functionality available to you in the Standard Ticket Activity support script for SalesLogix LAN. As with the other built in SalesLogix scripts, access to this functionality allows you the ability to control the various processes regarding ticket activities. Most of these functions and methods deal with populating the activity and history tables.

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.

Sage has added an API enhancement to facilitate running Crystal reports in the SalesLogix web client. To get the functionality in 7.5.1, it was necessary to install a reporting update bundle, but the functionality has incorporated into 7.5.2 with no additional installation needed. The enhancement adds a number of functions to facilitate running reports in the web client....

From time to time, you may find that you want to reference a control or script on a form other than the one you are currently on. This can be done easily using the Forms collection in SalesLogix.

If you've ever wanted to implement some sort of Spell Check functionality within your SalesLogix database, you're in luck! The Standard Spell Check vbScript makes it simple to add this functionality to your custom forms

The opportunity snapshot on the Opportunity Detail view is a handy place to display summary information, but customizing it can be a bit confusing.

In my last Main Views article, I created the detail view as well as the mainview. For this next part, I'll go through creating an insert view, as well as toolbar and menu items for the new SLXProject entity.

While field level security can be used to limit readwrite access to fields by using security profiles, another option is to use team membership to determine how to configure controls on the view itself. In this example, I'll outline how to show different configurations of the Account Detail view based on a users team membership.

By using ADO, you have a powerful resource for reading and storing data in SalesLogix. In this basics article, I'll outline the main components involved in constructing and using an ADO recordset in general, and specifically with SalesLogix . If you've never worked with ADO before, this simple example will give you what you need to incorporate ADO into your own customizations.