Tag: VBScript

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Using Picklist data revisited

by | Aug 12, 2009 | Infor CRM

Back in January, I posted about the SalesLogix picklist data structure, and outlined how to use the data found in the picklist table to populate other controls such as comboboxes and listboxes. You can find that article here.) If you are performing customizations to version 7.2 or later of SalesLogx, this processes can be greatly simplified by using Application.Picklist instead of directly querying the database.

Events based on history in version 6.x SalesLogix

by | Jul 8, 2009 | Infor CRM

Prior to version 7, there was limited access to those activity and history areas in SalesLogix. In a recent project, I had to perform a series of tasks upon completing an activity with a particular Type/Category/Result combination. This had to be done in an 6.2.1 system. In order to do this, I had to modify the OnCompletedActivity active script. I wanted to briefly wanted to outline the modifications I made to this area, just for anyone who i...

SalesLogix Basics 4 – ADO Recordsets in SalesLogix LAN

by | Feb 11, 2009 | Infor CRM

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.

Calling Merge Forms in SalesLogix LAN VBScript

by | Jan 28, 2009 | Infor CRM

Recently, I've been working on a customization which calls for one of a number of Merge Forms to be ran based on certain criteria. This is a pretty simple process, and here's how I did it: First of all, I need to get the pluginid for the appropriate Merge Form, based on my criteria. This can be found in the "Plugin" table, based on the plugin type of 25, and the name of the Form. In this case, these forms have been created b...

Understanding SalesLogix Picklists data structure

by | Jan 6, 2009 | Infor CRM

Picklists in SalesLogix are a very useful tool, but did you know you could also you values from an existing picklist to populate other list-based controls such as ComboBoxes, CheckListBoxes, ListViews... even Radio groups? You simply need an understanding of the structure of picklists in SalesLogix:

Programmatically building a datagrid in SalesLogix LAN

by | Nov 14, 2008 | Infor CRM

I recently had a project where I had to configure an account-level datagrid which displayed a list of related opportunities.  Aside from standard opportunity level fields, I also needed to include a simple count of products for each opportunity. In order to include the product count, I used a relatively simple process to define and […]

Ping a Remote Server Using VBScript

by | May 19, 2008 | Infor CRM

At times you might build a customization in the SalesLogix LAN client that relies on networked resources. For example, you might consume a web service or other resource that is available to LAN users and remote users via VPN. In this scenario, and many others like it, you have the potential to have remote users that do not currently have access to this networked resource. Even worse, you might have remote users that may not even be online at the ...

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