Tag: VBScript

In this basics article, I wanted to outline the use of include scripts within the SalesLogix LAN client. Specifically, I'm going to look at the standard SLX Database Support script.

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.

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 is running an older version of SalesLogix.

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.

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.

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.

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 by Admin, so the userid is the standard SYST00000001 value:

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:

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 populate the datagrid programatically.  There...