Display Selection field value as an Icon using Client Side API

By | June 16, 2020

Flexible APIs is one of the key factors for any product to become more successful in the market. Sage CRM’s Client-Side API is a simplified and specialized set of client-side libraries which helps developers to customize screen behaviour as per their need. This API is established on the jQuery programming syntax. We can quickly extend the Custom Content behaviour of Sage CRM using this API.

New Stuff: IIS Configurations for Sage CRM

As per the standard Sage CRM architecture, it is possible to show the value of a selection field as an icon/an image in the column of a list/grid. The value of the selection field matches one of the images stored in the CRM installation directory and as per the built-in functionality of Sage CRM, it read the image from the directory and displays it as an icon in the list. Below is the standard path of the images.

C:\Program Files (x86)\Sage\CRM\<InstallName>\WWWRoot\Themes\Img\Ergonomic\Choices”

[NOTE: Please check your directory where you have installed Sage CRM. In our case it in C drive]

Suppose, we want to display the selected field value as an icon in Summary Page. But, on Summary page fields do not have metadata control to show the selection field as an icon. We can achieve this using Client-side API. Please follow the below steps –

  1. Create js file in “C:\Program Files (x86)\Sage\CRM\\WWWRoot\js\custom” folder.
  2. Write the below code in js file.
Code snippet of JS file
Code snippet of JS file

3. As highlighted in the above screenshot, you can add the fields for which you want to display icon. But, make sure that the images are available for the values in the images folder.
4. Give “Metadata Refresh” by navigating to Administration -> System -> Metadata.
5. Clear Browser Cache.
6. Go to Opportunity Summary page and Refresh the Page. You can see the “Status” and “Priority” fields are displaying images as shown in the below screenshot.

Status & Priority field images
Status & Priority field images

In this way, we can display Selection field values as an Icon using Sage CRM’s Client Side API.

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