New

From Accelerator

The NEW menu is available on all menu bars in the task pane.

New1.jpg

Clicking on an item loads a modal with the fields on it. The context with which something is created is important as this will preset some fields.

New2.jpg

Click Save to Save the record and then the UI will show the summary of this record.


Deduplication is available on the company

New3.jpg

and person screens

New4.jpg


Field Mappings

This is the current field mappings from the email to the NEW screen fields. Setting default values for these fields in Create Scripts will have no effect.

  • Company
 comp_name=Name parsed from email address
 comp_website=domain parsed from email address
 Business Email field is set to the from address
  • Person
 pers_firstname=fullName (first part)
 pers_lastname=fullName (all bar first part)
 pers_website=domain parsed from email address
 Business Email field is set to the from address
  • Opportunity
 oppo_description=subject
 oppo_note=body
 oppo_primarycompanyid=set to the context under which the opportunity was created
 oppo_primarypersonid=set to the context under which the opportunity was created
  • Case
 case_description=subject
 case_problemnote=body
 case_primarycompanyid=set to the context under which the opportunity was created
 case_primarypersonid=set to the context under which the opportunity was created
  • Lead
 lead_companyname=Name parsed from email address
 lead_companywebsite=domain parsed from email address
 lead_personfirstname=fullName (first part)
 lead_personlastname=fullName (all bar first part)
 lead_description=subject
 lead_details=body
 lead_personemail=from email address

Customising

A. The screen fields are controlled by metadata.

The screens are called "ENTITYOfficeIntNew".


B. To add in a primary custom Entity*

   created using the entity wizard

Open the "...custompages/sagecrmws/web.config"

Edit the line "NewEntities"

EG..here we add in "Project"

   <add key="NewEntities" value="Company,Person,Lead,Cases,Opportunity,Project" />

C. Screen Scripting

Supported

   CustomContent - Basic HTML but no client script will be included. 
   CreateScript items - Caption, Required,DefaultValue,ReadOnly (case-sensitive)
   Validate Scripts - Not supported right now
   OnChange Scripts - Not supported right now
   Methods - Context is not the same as in CRM. So things like CRM.GetContextInfo will not work as if it was in CRM except for the user entity. We have created a method called "GetContextInfo" that will work based on the context that a screen is called from (EG company/person). "CRM.FindRecord" and "CRM.CreateQueryObj" will also work. 

PLEASE NOTE:

Fields like "oppo_description" that are key fields and are set based on the email. So for those fields "DefaultValue" will not work.

Sample code:

1.

 Channelscript.png
 var __uid=GetContextInfo("company", "comp_primaryuserid");
 var __qu=CRM.FindRecord("user","user_userid="+__uid);
 if (!__qu.eof)
 {
   var chid=new String(__qu("user_primarychannelid"))
   var __ch=CRM.FindRecord("channel","Chan_ChannelId="+chid);
   DefaultValue={text: __ch("Chan_Description"), value: chid};
 }


2.

 Assignediserscript.png
 var __pid=GetContextInfo("company", "comp_primaryuserid");
 var __ufxsql="select User_FullName from vUsers where User_UserId="+__pid;
 var __ufxquery=CRM.CreateQueryObj(__ufxsql);
 __ufxquery.SelectSQL();
 DefaultValue={text: __ufxquery("User_FullName"), value: __pid}