The “Performs Update” Property in the Button Click Actions Validation of required fields in Infor CRM (Saleslogix) Web is something that is built in. However, how you set up the save button on your form does make a difference on whether or not it works. When you add a Save button to a form, by […]
In a recent project, I needed to round numeric values displayed in the Opportunity Snapshot. This can be done easily using the WebEntityBinding method in the source code file for the Opportunity Snapshot smartpart. The WebEntityBinding method is contained in the Sage.Platform.WebPortal.Binding namespace, and is used to bind data to controls contained in Saleslogix smartparts. […]
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...
If you've ever wanted to modify the email generated from the Opportunity Snapshot in the web client, you'll find that it is incredibly simple to add new fields to the body of the email. To do so, you will need to modify the OpportunitySnapShot.ascx.cs smart part, found under Portal Manager->Sage SalesLogix->SupportFiles->SmartParts->Opportunity.
One of the keys to reusing a form for both inserting new records and displaying existing record detail is the ability to determine if the form is currently in insert mode or detail mode. There are several ways to determine this at runtime so you can take the necessary steps depeding on the current form mode.
Usually by the third time I see a question asked, I realize it needs to be a blog post. I've been asked by a couple of customers how to add a default sort to the products list on the Add Opportunity Products form in the SalesLogix Web client. The question of how to add a default sort to the list of products in the Add Opportunity Products form in the web client surfaced again today so I am posting the answer here.
I've released a free addon for SalesLogix 7.2 Web for account relationships. The account hierarchy screens that exist in the SalesLogix Windows client is missing for the SalesLogix 7.2 Web Client. This bundle will bring this functionality into the web client. The addon works exactly the same as this functionality in the windows client. Full source included.
Adding custom SmartParts in SalesLogix 7.2 Web is an easy task. However, a little extra effort can make it look polished and complete. Adding an icon to your custom SmartPart can add an additional professional look, with little effort.