Customer FX

How can I invoke and close a SalesLogix form from an active script?

SalesLogix Support — Fri, 25 May 2012 20:13:00 GMT

I dont know if it is even possible. I have an active script being invoked on the click of a button in Saleslogix. The script does a huge calculation. so I want to display a small form showing the status like "calculating..." or something. How do I go about doing it. How can I invoke and close a SalesLogix form from an active script? ...(read more)

How do I bind SalesLogix data in a DataGrid from 2 different tables in Oracle?

SalesLogix Support — Fri, 25 May 2012 19:33:00 GMT

How do I bind SalesLogix data in a DataGrid from 2 different tables in Oracle? I am trying to do like this way: Datagrid.SQL.Text = "SELECT * FROM TABLE1 T1, TABLE2 T2 WHERE T1.FIELD1=T2.FIELD2....." Is that possible at all? Because I didnt see fields from secondary table. ...(read more)

Modifying the appearance of the Name Control dialog in the SalesLogix 7.5.4 Web Client

Kris Halsrud — Fri, 25 May 2012 12:23:00 GMT

Similar to the lookup control in the SalesLogix Web Client, the Name Control is a custom composite user control. While a lot of this code is in the Sage web control assembly, there is a large part of the behavior of the control that is handled by client side libraries. The client side library for the control is in the VFS.

The code for this client library is under Portal Manager…Sage SalesLogix…Support Files…JScript…Sage-Controls. There are two files involved:

Sage-Controls-NamePanel.JS
Sage-Controls.JS

The Sage-Controls is a composite of all of the other script files and is minified. This is the file that is actually used by the deployed web site.

If we look in the human-readable Sage-Controls-NamePanel.js file we can see a function called Name_PanelShow() that looks like:

function NamePanel_Show() {
        if ((this.panel == null) || (this.panel.element.parentNode == null))
        {
            var dlgDiv = document.getElementById(this.nameDivId);
            dlgDiv.style.display = "block";
            this.panel = new YAHOO.widget.Panel(this.nameDivId, { visible:false, width:"300px", height:"210px", /*x:250, y:200,*/ fixedcenter:true, constraintoviewport:true, underlay:"shadow", draggable:true });
            this.panel.render();
        }
        this.panel.show();
        document.getElementById(this.ClientId + "_first").focus();
}

This function control how the Name dialog opens when clicking the Edit icon next to the name control. We could for instance make the window a different size like this:

function NamePanel_Show() {
        if ((this.panel == null) || (this.panel.element.parentNode == null))
        {
            var dlgDiv = document.getElementById(this.nameDivId);
            dlgDiv.style.display = "block";
            this.panel = new YAHOO.widget.Panel(this.nameDivId, { visible:false, width:"300px", height:"400px", /*x:250, y:200,*/ fixedcenter:true, constraintoviewport:true, underlay:"shadow", draggable:true });
            this.panel.render();
        }
        this.panel.show();
        document.getElementById(this.ClientId + "_first").focus();
}

To make this change actually take effect, you need to modify the minified sage-controls.js file. The easiest way to do this is to search for “NamePanel_Show()”. Since it is minified there are no line breaks or spacing but if you make the equivalent change , when you save these files and deploy, your name control will open with a larger size..

I want to create a calculated field that does a simple multiplication of two existing SalesLogix fields.

SalesLogix Support — Thu, 24 May 2012 20:09:00 GMT

I want to create a calculated field that does a simple multiplication of two existing SLX fields. The fields are "Revenue" and "Premium Factor"...both are SLX fields that I can reference in query. I just need to know how I can multiply the two fields to get the result. Not sure if this needs to be done via script or what. I have some experience in Visual Basic, but the properties control toolbox does not function the same. ...(read more)

How do I check to see if a SalesLogix user is remote or not??

SalesLogix Support — Tue, 22 May 2012 19:29:00 GMT

I have a need to restrict some modifications based on whether they are logged in as a SalesLogix remote user, or if they are logged into the main server. How do I check this? ...(read more)

Changing the default condition operator in the Salogix Group Lookup Control in the SalesLogix 7.5.4 Web Client

Kris Halsrud — Tue, 22 May 2012 09:57:00 GMT

I blogged recently here about how you can change the default operator behavior for the Lookup Controls found on the smart parts in the SalesLogix Web client. The SalesLogix group area also has a lookup control, that while it looks similar to the standard Lookup Control is actually a separate control with different code base. However you can make a similar type of change to this control as well.

The Group Lookup behavior is largely controlled by client side libraries. This client side code is contained in several files inside the VFS structure. The location is under Portal Manager…Sage SalesLogix…Support Files…Sage-Controls…Sage-Controls-Group

The file involved in this behavior is the sage-controls-group-lookupmanager.js file. If you look in that file you will see a function defined called getTemplateObj that looks like this:

Sage.GroupLookupManager.prototype.getTemplateObj = function() {
    var mgr = Sage.Services.getService("GroupLookupManager")
    mgr.setupTemplateObj = (window.lookupSetupObject) ? window.lookupSetupObject : {
        fields: [{ fieldname: '', displayname: ''}],
        operators: [{ symbol: 'sw', display: 'Starting With' },
            { symbol: 'like', display: 'Contains' },
            { symbol: 'eq', display: 'Equal to' },
            { symbol: 'ne', display: 'Not Equal to' },
            { symbol: 'lteq', display: 'Equal or Less than' },
            { symbol: 'gteq', display: 'Equal or Greater than' },
            { symbol: 'lt', display: 'Less than' },
            { symbol: 'gt', display: 'Greater than'}],
        numericoperators: [{ symbol: "eq", "display": "Equal to" },
            { symbol: "ne", "display": "Not Equal to" },
            { symbol: "lteq", "display": "Equal or Less than" },
            { symbol: "gteq", "display": "Equal or Greater than" },
            { symbol: "lt", "display": "Less than" },
            { symbol: "gt", "display": "Greater than"}],
        index: 0,
        hideimgurl: 'images/icons/Find_Remove_16x16.gif',
        addimgurl: 'images/icons/Find_Add_16x16.gif',
        hideimgalttext: 'Remove Condition',
        addimgalttext: 'Add Condition',
        addrowlabel: 'Lookup by:',
        hiderowlabel: 'And:',
        srchBtnCaption: 'Search',
        errorOperatorRequiresValue: 'The operator requires a value'
    }
}

Similar to the other lookup control, the “default” operator for the lookup control is based on the order the operators get added to the list. If we change the order to something like this, the default lookup will be contains instead of starting with:

Sage.GroupLookupManager.prototype.getTemplateObj = function() {
    var mgr = Sage.Services.getService("GroupLookupManager")
    mgr.setupTemplateObj = (1!=1) ? window.lookupSetupObject : {
        fields: [{ fieldname: '', displayname: ''}],
        operators: [
            { symbol: 'like', display: 'Contains' },
            { symbol: 'sw', display: 'Starting With' },
            { symbol: 'eq', display: 'Equal to' },
            { symbol: 'ne', display: 'Not Equal to' },
            { symbol: 'lteq', display: 'Equal or Less than' },
            { symbol: 'gteq', display: 'Equal or Greater than' },
            { symbol: 'lt', display: 'Less than' },
            { symbol: 'gt', display: 'Greater than'}],
        numericoperators: [{ symbol: "eq", "display": "Equal to" },
            { symbol: "ne", "display": "Not Equal to" },
            { symbol: "lteq", "display": "Equal or Less than" },
            { symbol: "gteq", "display": "Equal or Greater than" },
            { symbol: "lt", "display": "Less than" },
            { symbol: "gt", "display": "Greater than"}],
        index: 0,
        hideimgurl: 'images/icons/Find_Remove_16x16.gif',
        addimgurl: 'images/icons/Find_Add_16x16.gif',
        hideimgalttext: 'Remove Condition',
        addimgalttext: 'Add Condition',
        addrowlabel: 'Lookup by:',
        hiderowlabel: 'And:',
        srchBtnCaption: 'Search',
        errorOperatorRequiresValue: 'The operator requires a value'
    }
}

One important thing to note is the change of the condition. T his is needed to force the page to always load from this library rather than the behavior built into the lookup control in the Sage web control assembly.

This code is also in the Sage-Controls.js file which is one level up. This file is a minified consolidated file of all of the other library files. This minified version is what is actually used by the deployed site so you will need to make the same changes to that file in order to see the changes take effect.

One other thing to note is that if you do not see the behavior change after making these modifications, you should clear out your browsers history cache as it is likely it has stored the old client side code and is using that.

I'm looking for some direction on creating transparent icons for SalesLogix Navbar items

SalesLogix Support — Mon, 21 May 2012 19:04:00 GMT

I'm looking for some direction on creating snazzy transparent icons for SalesLogix Navbar items. I believe an ico file is the format to go but I'm having trouble getting them transparent. Are there tools available to create the transparency (like the account, contact etc icons). ...(read more)

Webcast Wednesday - The Lead Import Wizard

Brianna Tinjum — Mon, 21 May 2012 05:44:00 GMT

Wednesday, May 23rd, at 2pm CST. You may be familiar with the Lead Import Wizard and it's ability to make getting leads into your SalesLogix system an easy process, but were you aware that there are more ways this tool can help you? Join us for our SalesLogix Case Study: Lead Import Wizard Enables You to Import Leads Lists Without Involving IT Resources and learn how the Lead Import Wizard can benefit you....(read more)

Learn How to Create New Toolbars and Icons in SalesLogix

Brianna Tinjum — Mon, 21 May 2012 05:12:00 GMT

Workshop today! Did you know that it is simple to create new toolbars and icons in SalesLogix so that you can quickly access the areas you use the most? Join us for today's free, end-user focused workshop and learn how. This workshop begins at 2pm CST and will last approximately 30 minutes....(read more)

Can someone explain how I can use QueMessage to send an Email in SalesLogix?

SalesLogix Support — Fri, 18 May 2012 21:05:00 GMT

I am trying to send an email from a SalesLogix client. I need to do stuff like attach a document to the mail message. I do not want to use CDO because it is dodgy especially with antivirus, and sometimes does not allow the SLX Client to close properly giving out Invoke.IDispatch() errors. ...(read more)

SalesLogix Web Client Faulting Application Name w3wp.exe

Kris Halsrud — Fri, 18 May 2012 20:39:00 GMT

I recently ran into a problem with a clients system where navigating to a new page cause the system to kick the user back out to the Login page. A couple of pages could be navigated to, but most would kick you out to the Login page.

After some digging I found that the event log was producing an error log on the server of:

Faulting Application name: w3wp.exe , version 7.5.7601.17514 time stamp 0x4ce7a5f8

Faulting module name ntdll.dll, version 6.1.7601.17725, time stamp 0x4ec49b8f

I could not figure out this behavior until I realized the problem was that when navigating to certain pages that did not yet have any user preferences in the VFS, the system was attempting to insert values for the default settings for the page. It was at this time the error occurred and the user was taken back to the login page.

The problem turned out to be that the auto-increment flag had been turned on for the VIRTUALFIELSYSTEM table in the SECTABLEDEFS table. The Key ID for this table is not a normal SLX table ID but is a GUID type. Having the auto-increment turned on was crashing the whole system.

Running the following SQL statement fixed the problem:

update sectabledefs set autoincrement=’F’ where tablename='virtualfilesystem'

Jun 18, 2012 - Create a Mail Merge Document - SalesLogix v6.2 and Above

Brianna Tinjum — Fri, 18 May 2012 13:31:18 GMT

Attend the Workshop - Create a Mail Merge Document - SalesLogix v6.2 and Above!

Event details:

Monday, June 18, 2012
From 2:00 PM Central to 2:30 PM Central
(7:00 PM GMT to 7:30 PM GMT)

See Workshop Details

Register Today!

How do I change the caption at the top of a SalesLogix window in a custom entity?

SalesLogix Support — Thu, 17 May 2012 21:08:00 GMT

This is probably a simple question but how do I get the caption at the top of the SalesLogix window in a custom entity to show "Sage SalesLogix - [Entity Name - RecordName] instead of [EntityName - RecordID] ...(read more)

Does SalesLogix offer the ability to create opportunities for a single dollar amount (which I could import or load from my estimating system) rather than a SKU-by-SKU built-up amount?

SalesLogix Support — Thu, 17 May 2012 20:58:00 GMT

Does SalesLogix offer the ability to create opportunities for a single dollar amount (which I *could* import or load from my estimating system) rather than a SKU-by-SKU built-up amount? ...(read more)

Is it possible to do a SalesLogix Mail Merge on Lookup Results without saving them as a Group?

SalesLogix Support — Wed, 16 May 2012 20:46:00 GMT

Is there a way to do a mail merge based on lookup results. For example, let's say I do a look up by CITY, is there a way to then do a mail merge based on those results? I've tried but it doesn't pick up my lookup results as a group, do I have to create a group to do this? We are using SalesLogix LAN v7.2.1. ...(read more)

Changing the Default Operator in the SalesLogix Lookup Control in the SalesLogix 7.5.4 Web Client

Kris Halsrud — Tue, 15 May 2012 10:15:00 GMT

In the SalesLogix web client, the Lookup Control is a custom composite control that is contained in a compiled Sage assembly. When you perform a lookup with this control, the operators available are based upon the type of field being looked up for. For string fields, the default operator is “Contains”

The reason the “Contains” operator is the default is because it is the first option on the drop down list. Luckily the drop down list is not constructed from within the Sage Controls assembly. Rather a client library is used to add the operators using Ext-JS.

The code for this client library is in the VFS under Portal Manager…Sage SalesLogix…Support Files…JScript…Sage-Controls. There are two files involved:

Sage-Controls-Lookup.JS
Sage-Controls.JS

The Sage-Controls is a composite of all of the other script files and is minified. This is the file that is actually used by the deployed web site.

If we look in the human-readable Sage-Controls-Lookup.js file we can see code around line 80 that looks like:

LookupControl.__operators = {
    "System.String": [
        {name: "LookupControl_Operator_Contains", value: "ct"},
        {name: "LookupControl_Operator_StartsWith", value: "sw"},
        {name: "LookupControl_Operator_Equal", value: "eq"},
        {name: "LookupControl_Operator_NotEqual", value: "ne"},
        {name: "LookupControl_Operator_GT", value: "gt"},
        {name: "LookupControl_Operator_GE", value: "ge"},
        {name: "LookupControl_Operator_LT", value: "lt"},
        {name: "LookupControl_Operator_LE", value: "le"}
    ],

This code is what is constructing the list of Operators available in the Lookup for a string field lookup.

If we wanted to change the lookup behavior so that Starts With is the default option, we simply need to make that operator the first one added to the list.

LookupControl.__operators = {
    "System.String": [
        {name: "LookupControl_Operator_StartsWith", value: "sw"},
        {name: "LookupControl_Operator_Contains", value: "ct"},
        {name: "LookupControl_Operator_Equal", value: "eq"},
        {name: "LookupControl_Operator_NotEqual", value: "ne"},
        {name: "LookupControl_Operator_GT", value: "gt"},
        {name: "LookupControl_Operator_GE", value: "ge"},
        {name: "LookupControl_Operator_LT", value: "lt"},
        {name: "LookupControl_Operator_LE", value: "le"}
    ],

Now to make this change actually take effect, you need to modify the minified sage-controls.js file. The easiest way to do this is to search for “LookupControl_Operator_StartsWith”. It should be around line 719. Since it is minified there are no line breaks or spacing but if you make the equivalent change on this line, when you save these files and deploy, your lookup should then default to the operator at the top of your list.

How does the Record Changes property work on a datagrid?

SalesLogix Support — Mon, 14 May 2012 21:34:00 GMT

Can anyone explain why the 'record changes' property check box on a datagrid (in my case Opportunity Products) doesnt record any changes made to the values in it. Also, can anyone recommend an alternative to record any changes made to a product here? ...(read more)

How can I create seperate icons that can be used depending on which remote office they are at? Are there specific parameters that I can use in the Shortcut?

SalesLogix Support — Mon, 14 May 2012 21:30:00 GMT

I have users that travel between offices that are running SalesLogix remote office and would like to create seperate icons that can be used depending on which remote office they are at. Are there any parameters that can be included into the shortcut or any other way that this might be acomplished. We use windows authentication so the users would have to connect in slowly to the last connection used, then log out in order to change the connection manually. ...(read more)

Jun 11, 2012 - SpeedSearch - Not Just for Support Tickets Anymore. SalesLogix v6.2 and above

Brianna Tinjum — Mon, 14 May 2012 21:27:20 GMT

Attend the Workshop - SpeedSearch - Not Just for Support Tickets Anymore. SalesLogix v6.2 and above!

Event details:

Monday, June 11, 2012
From 2:00 PM Central to 2:30 PM Central
(7:00 PM GMT to 7:30 PM GMT)

See Workshop Details

Register Today!

Update Records Quickly and Easily with Global Replace

Brianna Tinjum — Mon, 14 May 2012 05:32:00 GMT

Workshop today at 2pm CDT. Updating records can be a tedious task, unless you're using the Global Replace feature of SalesLogix. Whether you only need to perform this task sporadically or on a regular basis, you will find that being familiar with Global Replace is beneficial. Join us for today's free, end-user focused workshop today!...(read more)

What is wrong with my sql Statement?

SalesLogix Support — Fri, 11 May 2012 21:28:00 GMT

When I try to execute the following sql in script i get the error failed to parse sql. However, if i run this sql statment in the server management studio it runs fine. Any ideas why SLX doesnt like it? Im guesiing its to do with the use of the [sysdba].[udf_GetRecursiveChildren] function? strSQL = "SELECT Z_ACCOUNT_NL.Z_REVYEAR as Year, Z_ACCOUNT_NL.Z_REVTYPE as Product, sum(Z_ACCOUNT_NL.Z_REVAMNT) as Spend " & _ "FROM ACCOUNT INNER JOIN Z_ACCOUNT_NL ON ACCOUNT.ACCOUNTID = Z_ACCOUNT_NL.ACCOUNTID " & _ "WHERE ACCOUNT.ACCOUNTID = '" & AccID & "' or ACCOUNT.ACCOUNTID " & _ "IN (select childid from [sysdba].[udf_GetRecursiveChildren]('" & AccID & "')) " & _ "GROUP BY Z_ACCOUNT_NL.Z_REVYEAR, Z_ACCOUNT_NL.Z_REVTYPE" ...(read more)

Migrating From SalesLogix LAN to SalesLogix Web Webcast

Brianna Tinjum — Fri, 11 May 2012 17:52:00 GMT

Wednesday, May 16th, at 2pm CDT. Are you currently running SalesLogix LAN and have been contemplating a move to SalesLogix Web, but don't know much about the migration process? Join us for a webcast Wednesday, May 16th, and we will review...(read more)

Jun 04, 2012 - Importing a Group of Leads - SalesLogix v7.0 and Above

Brianna Tinjum — Fri, 11 May 2012 16:53:12 GMT

Attend the Workshop - Importing a Group of Leads - SalesLogix v7.0 and Above!

Event details:

Monday, June 04, 2012
From 2:00 PM Central to 2:30 PM Central
(7:00 PM GMT to 7:30 PM GMT)

See Workshop Details

Register Today!

How do I read the data field in the SLX plugin table in order to retrieve the group layout (not only the SQL)?

SalesLogix Support — Thu, 10 May 2012 21:16:00 GMT

How do I read the data field in the SLX plugin table in order to retrieve the group layout (not only the SQL)? The purpose is to use the group layout in a vbs. ...(read more)

I want call the SalesLogix Opportunity Details Main View from the OPPORTUNITYID. Is it possible?

SalesLogix Support — Wed, 09 May 2012 20:54:00 GMT

I want call the Opportunity Details Main View from the OPPORTUNITYID. Is it possible? The instruction I am using is: Application.BasicFunction.DoInVoke "Main View","System:Opportunity Details" But, this does not work. ...(read more)