Accelerator Custom Entities - Revision history

Sagecrmw at 10:35, 14 October 2020

2020-10-14T10:35:24Z

← Older revision		Revision as of 11:35, 14 October 2020
Line 43:		Line 43:
	Add this setting if you wish to create your own page. Any custom page would have to cope with how the context is sent into the page (via the querystring) and this differs from how Sage CRM itself does this		Add this setting if you wish to create your own page. Any custom page would have to cope with how the context is sent into the page (via the querystring) and this differs from how Sage CRM itself does this

	<add key="projectSummaryPage" value="Project/ProjectSummary.asp"/>		<add key="projectSummaryPage" value="Project/ProjectSummary.asp"/>
			<add key="projectNewPage" value="DemoEnt/demoent_New.asp"/>

	Note that this value must be false		Note that this value must be false

Sagecrmw at 09:07, 19 March 2020

2020-03-19T09:07:01Z

← Older revision		Revision as of 10:07, 19 March 2020
Line 7:		Line 7:
	1. Open the web.config file for editing(located in CustomPages/SageCRMWS/)		1. Open the web.config file for editing(located in CustomPages/SageCRMWS/)

	2. Add in the search entity ~~(max of 6 allowed so you may need to remove one)~~...we will use an entity call Jobs here.		2. Add in the search entity ...we will use an entity call Jobs here.
	<add key="SearchEntities" value="Company,Person,Lead,Cases,Opportunity,Jobs"/>		<add key="SearchEntities" value="Company,Person,Lead,Cases,Opportunity,Jobs"/>

Sagecrmw at 11:00, 2 June 2017

2017-06-02T11:00:05Z

← Older revision		Revision as of 12:00, 2 June 2017
Line 70:		Line 70:
	EG		EG
	==		==
	ALTER VIEW [dbo].[vCRMTogetherPerComm] AS		ALTER VIEW [dbo].[vCRMTogetherPerComm] AS
	select pers_personid as 'cmli_comm_personid',		select pers_personid as 'cmli_comm_personid',
	pers_companyid as 'cmli_comm_companyid', null as 'comm_opportunityid'		pers_companyid as 'cmli_comm_companyid', null as 'comm_opportunityid'
	, null as 'Comm_ContractsId'		, null as 'Comm_ContractsId'
	,null as 'comm_caseid', null as 'comm_orderid', null as 'comm_quoteid',pers_SecTerr, Pers_CreatedBy,Pers_PrimaryUserId from vperson		,null as 'comm_caseid', null as 'comm_orderid', null as 'comm_quoteid',pers_SecTerr,
	GO		Pers_CreatedBy,Pers_PrimaryUserId from vperson
			GO

	Note that we added in		Note that we added in
	null as 'Comm_ContractsId'		null as 'Comm_ContractsId'

Sagecrmw at 10:59, 2 June 2017

2017-06-02T10:59:32Z

← Older revision		Revision as of 11:59, 2 June 2017
Line 60:		Line 60:

	One limitation of custom entities is passing in context from the Main entities (as these are ASPX pages and the sessions don't cross over to ASP).		One limitation of custom entities is passing in context from the Main entities (as these are ASPX pages and the sessions don't cross over to ASP).


			----

			If you are customizing the communication related entity and are using the Appointment/Task push to CRM then you will need to edit the view(s) to have this work still.

			In the example below we have a custom entity called contracts and an id field 'Comm_ContractsId' for that. We edit the view 'vCRMTogetherPerComm'

			EG
			==
			ALTER VIEW [dbo].[vCRMTogetherPerComm] AS
			select pers_personid as 'cmli_comm_personid',
			pers_companyid as 'cmli_comm_companyid', null as 'comm_opportunityid'
			, null as 'Comm_ContractsId'
			,null as 'comm_caseid', null as 'comm_orderid', null as 'comm_quoteid',pers_SecTerr, Pers_CreatedBy,Pers_PrimaryUserId from vperson
			GO

			Note that we added in
			null as 'Comm_ContractsId'

Sagecrmw at 16:30, 11 May 2015

2015-05-11T16:30:54Z

@@ Line 39: / Line 39: @@
                  <add key="project_key" value="1"/>
-                <add key="project_summaryaction" value="Project/ProjectSummary.asp"/>
 Add this setting if you wish to create your own page. Any custom page would have to cope with how the context is sent into the page (via the querystring) and this differs from how Sage CRM itself does this
@@ Line 47: / Line 47: @@
 Note that this value must be false
                  <add key="project_codetag" value="false"/>

Sagecrmw at 13:21, 23 August 2012

2012-08-23T13:21:59Z

← Older revision		Revision as of 14:21, 23 August 2012
Line 32:		Line 32:
	<add key="project_FirstElement" value="proj_name"/>		<add key="project_FirstElement" value="proj_name"/>
	<add key="project_subjectfields" value="Project,proj_projectid"/>		<add key="project_subjectfields" value="Project,proj_projectid"/>
	<add key="project_codetag" value="~~true~~"/>		<add key="project_codetag" value="false"/>
	<add key="project_WorkflowName" value=""/>		<add key="project_WorkflowName" value=""/>
	<add key="project_WFState" value=""/>		<add key="project_WFState" value=""/>
Line 44:		Line 44:

	<add key="projectSummaryPage" value="Project/ProjectSummary.asp"/>		<add key="projectSummaryPage" value="Project/ProjectSummary.asp"/>

			Note that this value must be false
			<add key="project_codetag" value="false"/>

Sagecrmw at 09:20, 23 August 2012

2012-08-23T09:20:32Z

@@ Line 24: / Line 24: @@
                  <add key="project_selectsql" value=""/>
                  <add key="project_sql" value="proj_name like '#searchsql#%'  and proj_deleted is null"/>
                  <add key="project_id" value="proj_projectid"/>
                  <add key="project_summaryview" value="project"/>
                  <add key="project_listfields" value="proj_name,proj_status"/>
@@ Line 45: / Line 35: @@
                  <add key="project_WorkflowName" value=""/>
                  <add key="project_WFState" value=""/>

Sagecrmw at 09:19, 23 August 2012

2012-08-23T09:19:28Z

← Older revision		Revision as of 10:19, 23 August 2012
Line 25:		Line 25:
	<add key="project_sql" value="proj_name like '#searchsql#%' and proj_deleted is null"/>		<add key="project_sql" value="proj_name like '#searchsql#%' and proj_deleted is null"/>
	<add key="project_id" value="proj_projectid"/>		<add key="project_id" value="proj_projectid"/>
	~~<~~!--		<!--
	//commented out		//commented out
	<add key="project_key" value="1"/>		<add key="project_key" value="1"/>
	<add key="project_summaryaction" value="Project/ProjectSummary.asp"/>		<add key="project_summaryaction" value="Project/ProjectSummary.asp"/>
	--~~>~~		-->
	~~<~~!--		<!--
	//uncomment this setting if you wish to create your own page. Any custom page would have to cope with how the context is		//uncomment this setting if you wish to create your own page. Any custom page would have to cope with how the context is
	//sent into the page (via the querystring) and this differs from how Sage CRM itself does this		//sent into the page (via the querystring) and this differs from how Sage CRM itself does this
	<add key="projectSummaryPage" value="Project/ProjectSummary.asp"/>		<add key="projectSummaryPage" value="Project/ProjectSummary.asp"/>
	--~~>~~		-->
	<add key="project_summaryview" value="project"/>		<add key="project_summaryview" value="project"/>
	<add key="project_listfields" value="proj_name,proj_status"/>		<add key="project_listfields" value="proj_name,proj_status"/>

Sagecrmw at 09:18, 23 August 2012

2012-08-23T09:18:41Z

← Older revision		Revision as of 10:18, 23 August 2012
Line 25:		Line 25:
	<add key="project_sql" value="proj_name like '#searchsql#%' and proj_deleted is null"/>		<add key="project_sql" value="proj_name like '#searchsql#%' and proj_deleted is null"/>
	<add key="project_id" value="proj_projectid"/>		<add key="project_id" value="proj_projectid"/>

	<!--		<!--
	//commented out		//commented out
Line 36:		Line 35:
	<add key="projectSummaryPage" value="Project/ProjectSummary.asp"/>		<add key="projectSummaryPage" value="Project/ProjectSummary.asp"/>
	-->		-->
			<add key="project_summaryview" value="project"/>
	<add key="project_summaryview" value="project"/>		<add key="project_listfields" value="proj_name,proj_status"/>
			<add key="project_mailmergeview" value="project"/>
	<add key="project_listfields" value="proj_name,proj_status"/>		<add key="project_descfield" value="proj_name"/>
			<add key="project_DataTableFields" value="proj_name,proj_status"/>
	<add key="project_mailmergeview" value="project"/>		<add key="project_FirstElement" value="proj_name"/>
			<add key="project_subjectfields" value="Project,proj_projectid"/>
	<add key="project_descfield" value="proj_name"/>		<add key="project_codetag" value="true"/>
			<add key="project_WorkflowName" value=""/>
	<add key="project_DataTableFields" value="proj_name,proj_status"/>		<add key="project_WFState" value=""/>

	<add key="project_FirstElement" value="proj_name"/>

	<add key="project_subjectfields" value="Project,proj_projectid"/>

	<add key="project_codetag" value="true"/>

	<add key="project_WorkflowName" value=""/>

	<add key="project_WFState" value=""/>

Sagecrmw at 09:17, 23 August 2012

2012-08-23T09:17:44Z

← Older revision		Revision as of 10:17, 23 August 2012
Line 21:		Line 21:
	Here is a complete "Project" entity (created with the Entity Wizard) integration example		Here is a complete "Project" entity (created with the Entity Wizard) integration example

	<add key="project_table" value="project"/>		<add key="project_table" value="project"/>
			<add key="project_selectsql" value=""/>
	<add key="project_selectsql" value=""/>		<add key="project_sql" value="proj_name like '#searchsql#%' and proj_deleted is null"/>
			<add key="project_id" value="proj_projectid"/>
	<add key="project_sql" value="proj_name like '#searchsql#%' and proj_deleted is null"/>

	<add key="project_id" value="proj_projectid"/>

	<!--		<!--