Author Archives: greysagecrm

Changing field length of a text field

Yes, we can easily change the field length of an existing text field. We will have to just make changes in the component file. Here, for example, we have changed the field length of the text type field (i.e. “Test”) from 20 to 30. FamilyType=’Tags’; Family=’ColNames’; Code=’comp_test’; Captions[‘US’]=’Test’; AddCaption(); AddColumn(‘Company’,’comp_test’,’10’,’(30)‘,’true’,’false’); var EditsId11144 = AddCustom_Edits(‘Company’,’comp_test’,’10’,’0′,”,’20’,”,”,”,”,”); AddCustom_Data(‘Custom_Edits’,’ColP’,’ColP_ColPropsId’,’ColP_ColPropsId,ColP_TiedFields,ColP_Restricted,ColP_DataType,ColP_DataSize’,EditsId11144+’,”,”,””,”4″,”30″‘,’1’)… Read More: Changing field length of a text field »

Hide workflow buttons

Write this script written between in custom content field of Opportunity Detail Screen with Window’s Onload event. datediff=document.EntryForm. hdndiff.value; if(datediff>2) { var a=document.getElementsByTagName(“Table”); for(i=0;i

Excel to PDF generator

As per our one of the components we can create an Excel Mail Merge. Further if we are willing to generate PDF file for that Excel file programatically, we have developed a component which works individually in SageCRM which picks up the Excel sheet and converts it in to PDF automatically. Requisites: This supports only… Read More: Excel to PDF generator »

Excel Mail Merge

Currently SageCRM provides Mail merge functionality with Word Document. We can Add fields on Word Document and Template works as expected. But what to do if we want to merge the field values on Excel File? We have the solution. We have developed a component which fetches the values from SageCRM and displays in MS… Read More: Excel Mail Merge »

Can the Account Manager at the Person level be updated when the Account Manager is changed at the Company Level?

When we create a new Company, the routine written in UpdateRecord() function has gets fired. we can check the company id generated in the IF statement to decide whether it should proceed further or not. We can use the following code to resolve the problem: function UpdateRecord() { var compid = new String(eWare.GetContextInfo(‘Company’,’Comp_CompanyId’)); if(compid==”” ||… Read More: Can the Account Manager at the Person level be updated… »