Strategic Sales Systems Blog | SalesLogix | SugarCRM

Editable picklist column

nicocrm — Tue, 12 Mar 2013 10:57:42 +0000

By default the PickList column in SalesLogix 8 can display picklist values but not edit them. Making it editable is a relatively easy process though: The column must be marked as editable (Application Architect will not let you edit that one by default). You can accomplish that by editing the form’s XML. The template needs [...]

Manually setting an ID for a SalesLogix web entity

Alex.Cottner — Mon, 25 Feb 2013 22:44:46 +0000

We ran into a situation last week where we needed to manually generate ID’s for a SalesLogix entity. This seemed like a straight forward task, however the Id property is read only. After a little reverse engineering this is what we’ve come up with. var entity = Sage.Platform.EntityFactory.Create(); ((Sage.Platform.ComponentModel.IAssignableId)entity).Id = "MyCustomId"; entity.Save();

Invoke a Crystal Report in SalesLogix 8

nicocrm — Tue, 05 Feb 2013 18:35:59 +0000

In previous version we could use the ShowReport function to invoke a Crystal Report. This was originally designed as a quick fix to address the need and in SalesLogix 8 Sage has cleaned up the interface and moved it to a well defined client-side service (this is a common trend in SalesLogix 8 and you’ll [...]

Including custom javascript in SalesLogix

nicocrm — Wed, 30 Jan 2013 15:45:09 +0000

When I need to include a custom javascript in the web client, the quickest way is to simply add the <script> tag to the base.master file. However this complicates upgrades because the base.master file is often modified in Sage’s web updates, and it prevents me from making a clean bundle. So I wanted to share [...]

Adding a Change Owner link to a Visualforce page

Alex.Cottner — Fri, 04 Jan 2013 16:00:41 +0000

We ran into an interesting limitation with VisualForce. It looks like when you use an apex:outputField on an owner field, the “Change” link doesn’t show up correctly. After searching through the SalesForce forums and some other blog posts I couldn’t find any solution that would work exactly like the standard Owner control works on a [...]

Using Dojo in SalesForce

Alex.Cottner — Wed, 05 Dec 2012 22:28:47 +0000

Today we’re going to look at using Dojo, our beloved JavaScript framework, inside of a VisualForce page. We needed to do this for a customer recently to display a lot of data (several hundred fields) on a single page that could be easily navigated without a lot of postbacks. After a little playing with proof [...]

Internet Explorer Settings for SalesLogix (For use with Windows Authentication)

Marilyn.Prevatte — Fri, 16 Nov 2012 22:30:35 +0000

It is important that the SalesLogix website is added to the Trusted Sites in Internet Explorer. Note that your I.T. department may have already performed these steps. Please click on Tools > Internet Options > Security tab. Click on Trusted Sites. Click on the Sites button. In the box that says Add this website to the [...]

Adding Keyboard Input to Dojo Select Controls (dijit.form.select)

Alex.Cottner — Thu, 15 Nov 2012 14:56:34 +0000

I ran into a situation yesterday where I needed to extend the functionality of the dijit.form.select control so it could have proper keyboard input. Power users want to be able to tab through their forms and use the keyboard to get work done quickly. The stock select control from dojo only allows for use with [...]

Defaulting Picklists in the SLX Mobile Client

Alex.Cottner — Mon, 01 Oct 2012 14:17:18 +0000

I had a request that required me to default several picklist fields throughout the SLX Mobile client. Normally this would mean hard coding the fields to populate with a certain value. But I wanted the client to be able to manage their default picklists values by marking items as “Default” in the client, just like [...]

SData with PHP and CURL

Alex.Cottner — Mon, 17 Sep 2012 15:43:29 +0000

SalesLogix runs on a Windows environment, and that’s what most of our customers are using for all their internal web and application servers. However a lot of companies will use hosted services external Linux servers for all of their public websites. So what happens when you want to show some SalesLogix data on your external [...]