Did you know that you can include SQL views in SalesLogix? This can be a very handy method to include data that is not normally part of SalesLogix. It is important to note, that these changes are not sync-aware. However if you are running SalesLogix LAN in a network only environment, this can be a helpful way to include data from external sources.
First of all, we need a view. This could be anything, as long as the view is created in your SalesLogix database and is owned by the SYSDBA user. For this example, I’ll add a simple view of accounts/primary contacts from another SLX database in Query analyzer:
create view vAccountViewTest as
select
a.accountid,
a.account,
c.lastname,
c.firstname from
SalesLogix2.sysdba.account a
inner join
SalesLogix2.sysdba.contact c
on a.accountid = c.accountid
where c.isprimary = ‘T’
Once this view is created, it will show up in the database manager:
If you get the properties of that view, you simply need to “Enable” the view for use in SalesLogix:
Now that the view has been enabled, you can use it in SalesLogix, just as you would use any other table in the system, for example, in a datagrid:
That’s basically it! I hope you found this post helpful. [:)]
