Screen Customisation - Revision history

Crmtogetherkb at 15:59, 29 August 2018

2018-08-29T15:59:55Z

← Older revision		Revision as of 16:59, 29 August 2018
Line 100:		Line 100:

	----		----

			Ajax Request

			function _makeRequestGET(path, callback)
			{
			_dbg("_makeRequestGET path:"+path);

			$.ajax({
			type: "Get",
			url: path,
			success: function (data, text) {
			callback(data);
			},
			error: function (request, status, error) {
			alert("ERROR in _makeRequestGET: "+request + " status:"+ status + " path:"+ path);
			}
			});
			}

2015-06-25T13:33:12Z

← Older revision		Revision as of 14:33, 25 June 2015
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	This sets the field "Caption" to be a hyperlink so it is not ideal but works as a quick "fix"		This sets the field "Caption" to be a hyperlink so it is not ideal but works as a quick "fix"


			----

			Field Validate scripts - Values vs values - (seen in 7.1)

			This threw me a few times....within field validate scripts the "values" object starts with a lowercase v

			ErrorStr="testx="+values("case_ct_supportemail");

			Anything in values only comes from the screen so if the field referenced is not on the screen then it wont be in values - you would then query the db to get that value.


			----

2015-06-25T08:41:54Z

← Older revision		Revision as of 09:41, 25 June 2015
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	Ref: https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/07/22/server-side-validation-and-asp-pages.aspx		Ref: https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/07/22/server-side-validation-and-asp-pages.aspx


			----

			Add a hyper link to a field on a screen - Custom SSA fields can only be hyperlinked throught the UI for lists and not for screens so here we have a workaround.

			Ref: https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2010/07/06/hyperlinking-to-a-parent-custom-entity-from-a-search-select-advanced-field.aspx

			*Within CRM open the screen
			*Select the field
			*Within the "create script" textbox enter in the following (update as per your custom entity first)

			var intRecordId = CRM.GetContextInfo("opportunity","oppo_projectid");
			var strURL = CRM.URL("project/projectsummary.asp")+"&proj_projectid="+intRecordId;
			var strCaptionText = "Project";
			var strFullCaption = "<a href="+strURL+">"+strCaptionText+"</a>:";
			Caption = strFullCaption;

			This sets the field "Caption" to be a hyperlink so it is not ideal but works as a quick "fix"

2014-02-21T11:03:22Z

← Older revision		Revision as of 12:03, 21 February 2014
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	if(!validate(Request.Form("productcode")))		if(!validate(Request.Form("productcode")))
	{		{
	Entry.ValidateScript = "Valid=false;ErrorStr='Product code already exists';";		Entry.ValidateScript = "Valid=false;ErrorStr='Product code already exists';";
	}		}

2014-02-21T11:03:01Z

← Older revision		Revision as of 12:03, 21 February 2014
Line 50:		Line 50:

	This shows you a list which you can add to by adding new translations		This shows you a list which you can add to by adding new translations


			----

			Custom validation on a screen

			If you have a custom method for validating data and you wish to code this in your ASP page (or outside of the validation script area) then you need to do something like the following

			Entry = ctproductblock.GetEntry("productname");
			if(!validate(Request.Form("productcode")))
			{
			Entry.ValidateScript = "Valid=false;ErrorStr='Product code already exists';";
			}

			if our sample above the validate() method checks that the product code is unique.

			Ref: https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2007/07/22/server-side-validation-and-asp-pages.aspx

2013-09-23T16:42:11Z

← Older revision		Revision as of 17:42, 23 September 2013
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	as the caption		as the caption

			----

			Adding new phone and email addresses to screens

			Go into translations and look up Link_CompPhon (or link_prefixphone/email)

			This shows you a list which you can add to by adding new translations

2013-08-16T09:47:12Z

← Older revision		Revision as of 10:47, 16 August 2013
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	To break up a screen visually create a dummy field and add in		To break up a screen visually create a dummy field and add in

	<HR border=1>		<HR border=1>

	as the caption		as the caption

2013-08-16T09:46:49Z

← Older revision		Revision as of 10:46, 16 August 2013
Line 33:		Line 33:
	return qs[1];		return qs[1];
	}		}


			----

			To break up a screen visually create a dummy field and add in

			<HR border=1>

			as the caption

2013-06-12T08:08:05Z

← Older revision		Revision as of 09:08, 12 June 2013
Line 18:		Line 18:

	----		----
	//Ref: http://www.bloggingdeveloper.com/post/JavaScript-QueryString-ParseGet-QueryString-with-Client-Side-JavaScript.aspx		Useful menthod to parse the querystring from the client
	function getQuerystring(key, default_)
	{		Ref: http://www.bloggingdeveloper.com/post/JavaScript-QueryString-ParseGet-QueryString-with-Client-Side-JavaScript.aspx
	if (default_==null) default_="";
	key = key.replace(/[\[]/,"\\\[").replace(/[\]]/,"\\\]");		function getQuerystring(key, default_)
	var regex = new RegExp("[\\?&]"+key+"=([^&#]*)");		{
	var qs = regex.exec(window.location.href);		if (default_==null) default_="";
	if(qs == null)		key = key.replace(/[\[]/,"\\\[").replace(/[\]]/,"\\\]");
	return default_;		var regex = new RegExp("[\\?&]"+key+"=([^&#]*)");
	else		var qs = regex.exec(window.location.href);
	return qs[1];		if(qs == null)
	}		return default_;
			else
			return qs[1];
			}

2013-06-12T08:07:13Z

← Older revision		Revision as of 09:07, 12 June 2013
Line 15:		Line 15:
	myE.moveNext();		myE.moveNext();
	}		}


			----
			//Ref: http://www.bloggingdeveloper.com/post/JavaScript-QueryString-ParseGet-QueryString-with-Client-Side-JavaScript.aspx
			function getQuerystring(key, default_)
			{
			if (default_==null) default_="";
			key = key.replace(/[\[]/,"\\\[").replace(/[\]]/,"\\\]");
			var regex = new RegExp("[\\?&]"+key+"=([^&#]*)");
			var qs = regex.exec(window.location.href);
			if(qs == null)
			return default_;
			else
			return qs[1];
			}