Exclude All or None options from selection field in Sage CRM

By | October 5, 2018

As we all know Sage CRM is flexible enough when it comes to incorporating customizations. Other ease comes with the various types of fields available in CRM like numeric, text, date-time, currency, selection, multi-selection etc. These different field types not only helps in easy data capturing but also in searching the data. But what if you want to restrict the search results limit by removing the All or None options?

New Stuff: Highlight Text in Grid using Sage CRM Client-Side API

In Standard Sage CRM there is no way to hide or exclude All or None options from the selection field, however the same can be achieved with the help of jQuery or JavaScript. It will be good for one or two selection fields but what when there are N number of fields? It will be a time consuming task and also there can be a possibility of script loading issue.

To avoid such discrepancies, we opted for a one liner command as explained in below example.  Here we are excluding values from the Case Search screen of Case Entity.

1. Go to Administration –> Customization –> Cases
2. From the Screens Tab, open Case Search Screen.
3. Add the below code in Create script of Stage field, click on Update button and save the screen.
AllowBlank=false;

You can refer below screenshot for your reference.

Before adding the script in Create Script of Selection field, you can see in the below screen All and None options are present in the selection field.

After saving the screen when you load the Case Search screen you can see that All and None values from the selection field are excluded. Refer below screenshot.

 

About Us

Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

Leave a Reply

Your email address will not be published.