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Tag: SData

Phone Formatting in Editable SData Grids in Infor CRM

In the 8.4 Infor CRM web client, if you add a phone number column to an SData grid it does not handle formatting phones that contain extensions. Phones that are just 10 digits format fine as (nnn) nnn-nnnn but if you add a phone value like "6515554444x123" that value does not show formatted but instead shows the data as-is,...

Getting Timeless Activities to Display Correctly in Groups in Infor CRM 8.3.09

In my last blog I talked about how to fix timeless activities to show the correct date in sdata grids. A different fix needs to be put in place in order to have these same dates show correctly if they are added to a column in a group layout for the Infor CRM 8.3.09 web client. Luckily a similar approach to...

Fixing Timeless Activity Displays in the Infor CRM 8.3.09 Web Client

In the Infor CRM 8.3.09 web client timeless activities in the sdata grid display their dates as one day off due to UTC offset incorrectly being applied to these records. The sdata grids all inherit from the Sage.UI.Controls.GridParts.Columns.DateTime widget. Because of this we can fix the base widget function returning the incorrect date value and it will...

Enabling Cross Origin Requests (CORS) for SData to Allow Client-Side Requests from Other Domains

If you are making client-side Javascript request to SData from a domain that is different than where your SData portal is deployed, you'll like be seeing the requests blocked with errors showing in the console that say "Cross-Origin Request Blocked: The Same Origin Policy disallows reading the remote resource". What this means is that the browser is blocking the...

Start a Sales Process for an Opportunity via the SData API in Infor CRM

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. Let's take a look...

Using the SData API From Client-Side Javascript in the Infor CRM Web Client

It's a good practice when customizing the Infor CRM (Saleslogix) Web client to always be aware of how your customizations will impact performance. A good way to make sure that the client performs quickly is to offset work to the client, instead of always using server-side code. Using the SData API in the web client is a pretty easy...

Adding a Filter/Condition to the Contact Attendees Lookup in the Infor CRM Activity Editor Dialog

I've posted a few times before about customizing the Infor CRM (Saleslogix) Activity Editor Dialog. It's a form made up of 100% Javascript so customizing it isn't like your typical Infor CRM Web customizations. In this article, we'll be looking at how to customize the lookup to add contact attendees (participants) to the activity. Specifically, we'll be adding a...

Customizing the Activity Dialog in Infor CRM to Default the Activity Location to the Selected Contact’s Address

Customizing the Activity Dialog in Infor CRM Web is not like customizing other forms. This form is not a QuickForm/SmartPart or ASP.NET form. Instead, it is made entirely of Javascript. However, once you've learned the basics of how to work with it, you actually have every bit as much flexibility, or more, than working with a traditional QuickForm. In this...

Reading Data Using the Infor CRM SData REST API from a .NET Application Using the DotNetSDataClient Library

When working with the Infor CRM SData REST API from a .NET application or website, there are a few different choices for libraries you can use to make the SData code easier. The original library was called the SDataCSharpClientLib, which I have written about previously. However, the SDataCSharpClientLib was replaced with the newer DotNetSDataClient library. I figured it was...

Setting the SData Configuration Path After Error 500 in Saleslogix Web 8.x

When you hit the test link it should test with the "The feed tested successfully" message. However, if it does not and does not change the Saleslogix Feed and instead returns Error 500 then you will need to modify the ENDPOINTURL in SQL Management Studio.

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.