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Summary and GroupBy of data using IRepository and projections
In the SalesLogix web client, you don’t really have the same old options regarding Queries and Datasets. However, by using IRepository you can create similar functionality by using projections to...
View ArticleUpdating text within Textblob fields in SalesLogix
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,...
View ArticleEvaluating strings in C# Code snippets
When checking for two (or more) different values for a property in a code snippet, you can’t simply look at the string values without an error being thrown. For example:...
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Error: StringConverter cannot convert ‘String’ to ‘Boolean’
This error usually occurs because an entity property is set as the wrong datatype for it’s underlying field. This happens because when adding a new entity from an existing table, it doesn’t create...
View ArticleAdding string formatting to values using WebEntityBinding
In a recent project, I needed to round numeric values displayed in the Opportunity Snapshot. This can be done easily using the WebEntityBinding method in the source code file for the Opportunity...
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Setting the Defaults on the Insert Account/Contact Duplicate Record View
When creating a new Account/Contact record in Saleslogix Web, you have the ability to check for duplicate values. With some simple modifications to the code page behind that form, you can set default...
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Installing a Saleslogix Web Bundle
I realized that we didn’t have any sort of simple write up of how to install a Saleslogix web bundle, so for my post this month, I thought I’d list the steps in a typical installation with screenshots....
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Debugging Custom Assemblies Using Visual Studio
Developing for Saleslogix web using external assemblies provides you with a lot of freedom when developing code for Saleslogix web. External assemblies can be helpful when organizing projects, reusing...
View ArticlePivoting data in SQL (Part 2)
In the past, I’ve written about pivoting data in SQL, and I wanted to post a quick follow-up showing basically how to rotate the data back into a single column. My source data consists of a recordID...
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Configuring and Packaging secured actions in Saleslogix 8.0
Using Secured Actions, you can restrict access to user interface elements in the Saleslogix web client. If you know which tables to look for, it is easy to package those modifications for installation...
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Problem with the Clean Build Folders option in Application Architect
I intended to write a post regarding new Account and Contact user fields and logic to keep those values synced up, but since I’m a couple weeks late on my post for this month (Sorry Brianna!), and I’ve...
View ArticleLimiting a Product lookup to current Account Product records in Infor CRM...
I recently worked on a project which contained a Product Lookup control on an Account-level tab. In this case, the lookup is only supposed to return products that are also AccountProducts for the...
View ArticleAdding a report link to the Common Tasks pane in Infor CRM (formerly Saleslogix)
When you are viewing an Entity Detail page, the Common Tasks pane on the right of the page provides a number of links to perform common tasks, such as Mail Merges, Emails and creating activities for...
View ArticleProblem setting SLXTextbox enabled property / Setting unexposed base control...
I recently had an issue with a Quickform where I was attempting to set the Enabled property of a TextBox based on the value of a checkbox on the same form. For some reason, the enabled property I was...
View ArticleUsing Global Script functions in InforCRM
I recently had a project that required me to be able to check if a user belonged to a particular team. A previous post by Ryan showed me how to query team membership, but rather than setting this up...
View ArticleAdding an Address lookup to the Account Assets add edit view in Infor CRM8.1...
In today’s post, I’ll be outlining a procedure to add an Address field to an Account Asset (Product) record. Goal/Description: To add an address field to Account assets (products) that allows a user to...
View ArticleRebuilding the XMLSchema in Infor CRM 8.x
Occasionally, it may become necessary to rebuild the XMLSchema to fix issues with groups in Infor CRM. I wanted to take the opportunity to document here how to rebuild the XMLSchema in version 8.x of...
View ArticleEditable Grid modifications/deployments with new entity properties in...
Just a quick post regarding something that I was banging my head against today… I was working on an editable datagrid, adding two new columns from a couple of field properties that I had just added to...
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Using Computed columns to create an Email link on a standard ICRM web datagrid
Recently, I had a request to build functionality that would allow a user to send an email based on information in a datagrid row. Here is an outline of how I put that functionality together. The form...
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HTTP Request error with Crystal Reports in InforCRM
I bumped into an issue today with a Crystal Report that would not run. It had ran previously and other reports in the system were running fine. unknown error Checking the event log showed this error:...
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