Adding Custom Field on Sage CRM screen using .Net

By | July 6, 2017

Sage CRM provides System administrator with easy ways to add or remove fields from the system. Every screen and list in CRM draws its data from the views which are based on the SQL tables linked to a particular entity. Thus whenever a user needs to add a field belonging to a different entity, he has to modify the SQL view itself. But the views here may in turn be based on another views which are further referenced by CRM for the implementation of security policies. So there is a ripple effect when a field is added or dropped from the system.

In this blog, we will share a workaround through which you can add fields of different entities directly on screen without even modifying the view.

New Stuff: Yammer with Sage CRM

User will have to create one custom field using .NET and add that field on screen by following below steps –
Below is an example of creating a Multi – select field displaying the User Security Profile options for selection on Opportunity search screen.

  1. Create the Translation for the field –
    TranslationFamily tf = new TranslationFamily(“oppo_profile”);
    Record TerritoryProfiles = FindRecord(“TerritoryProfiles”, “TPro_Deleted IS NULL”);
  2. Add the values into the field –
    if (!TerritoryProfiles.Eof())
    while (!TerritoryProfiles.Eof())
    string ProfileId = TerritoryProfiles.GetFieldAsString(“tpro_profileid”);
    string sDescription = TerritoryProfiles.GetFieldAsString(“TPro_Description”);
    if (!String.IsNullOrEmpty(ProfileId) && !String.IsNullOrEmpty(sDescription))
    tf.Add(ProfileId, sDescription);
  3. Create the object for Multi select field –
    EntrySelect profile = new EntrySelect(“oppo_profile”);
    profile.IsMultiple = true;
    profile.Size = 5;
    profile.Caption = “Profile:”;
    profile.LookupFamily = “oppo_profile”;
    profile.NewLine = true;
  4. Add the field on Screen –
    Create an EntryGroupObject of the Screen name and add the field as specified below-

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