If you need to determine the objects that are related to another object in Creatio, there’s a few ways to do this. For example, let’s say you want to find all of the objects that have a relationship to the account object – meaning, find all the objects that have an account lookup. We’ll take […]
In order to prepare a SQL server to run Infor CRM, you must set up a SQL login for CRM to use, and must link it with the sysdba user in the CRM database.
Use the sa SQL account to move or restore CRM databases, but use sysdba to connect to them.
Executing Direct SQL Statements in a Process or Configuration Web Service in Creatio (formerly bpm’online)
Creatio does have a lot of options for working with objects/data with an Entity object model, EntitySchemaQuery, Select/Update/Insert objects (I’ll get around to writing articles on these topics as well). You can also execute a SQL statement directly when needed as well. Before we get into the code, it’s worth mentioning, executing a SQL statement […]
It is possible to clear the user settings in the CRM LAN client (formerly SalesLogix) using a SQL query.
If you are running some email sync, and it having issues completing, one possible solution is to purge the GLOBALCHANGETRACKING table of all its old delete records.
Adding Columns in Infor CRM Querry Builder can be confusing, as columns are listed based on the organization of the database, rather than what is displayed in the Client.
One thing I find myself doing frequently is enabling/disabling triggers in an InforCRM database, especially with users who are not utilizing any of the newer ERP integration features found in current versions of InforCRM.
Do not enable No Count on a SQL server running Infor CRM (Saleslogix).
I recently bumped into an issue with the order in which the utility (CreateUnicodeDB) creates database objects. SQL Users and schemas are processed first, followed by SQL tables, followed by the other SQL objects. In this particular database, there were scalar UDFs being used to create computed columns in a number of the SQL tables. Since the utility creates Tables before UDFs, it would error out on any table referencing that non-existent U...
It is possible to hide groups at the database level, thus speeding up load times.
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.
Some entities in Infor CRM (Saleslogix), such as Tickets, use a “pretty key” as an easier to use value to reference the record. These pretty keys take a table ID value and then create a value like 000-00-001234. If you are creating an external application with this functionality, you’ll need to be able to create […]
There are simple SQL statements that can be used to delete or change a single piece of data in Infor CRM (Saleslogix).
When we are assisting clients with an upgrade or new installation of CRM, we are frequently asked what version of SQL should be used.
If you’ve ever imported activities into your Infor CRM (Saleslogix) database, you’ll likely hear from users that they’ve been bombarded with notifications. In some instances, you might want to clear those notifications so newly created activity notifications don’t end up getting lost in them all. Luckily, you can do that with a single SQL statement. […]
I had the need to call a business rule in Infor CRM from a stored procedure in SQL. This turned out to be a relatively easy task, although you want to make sure you think through what you’re doing for this to not introduce performance problems in SQL. Keep in mind, sometimes SData requests can […]
Most of the SalesLogix systems I see now days no longer use remote users. Instead, all users VPN into a central network to access SalesLogix, or use the SalesLogix Web and Mobile clients instead for remote users. This removes the need to worry about things like synchronization for remote users and also allows you to do some SalesLogix table manipulation without going through the SalesLogix OLE DB Provider since things no longer have to be "s...
I had a request to post on how you could replace characters within a blob field in the SalesLogix database. Blob fields are database fields that hold any sort of binary information (such as text, images, audio, etc..), but SalesLogix uses them primarily for holding large amounts of text, since you don't have to define a field length. The LongNotes field in the History table is a good example.
I previously posted about using an update trigger to enforce data rules in SalesLogix. Since I was working on another trigger now, I also wanted to post a simple example of an Insert Trigger.