{"id":12481,"date":"2016-03-29T08:14:27","date_gmt":"2016-03-29T08:14:27","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12481"},"modified":"2016-03-29T08:14:27","modified_gmt":"2016-03-29T08:14:27","slug":"workflow-action-screen-customization-using-client-side-scripting","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/29\/workflow-action-screen-customization-using-client-side-scripting\/","title":{"rendered":"Workflow Action Screen Customization using Client side scripting"},"content":{"rendered":"

Workflow automation is one of the more popular features, as it eliminates the need to perform many tasks manually. Within a simple user interface, you can easily set up rules to automate many of your day-to-day tasks.\u00a0CRM application provides lot of options for workflow automation.
\nNew Stuff:\u00a0<\/em><\/strong><\/span>Generate Sage 300 Invoice from Sage CRM<\/a>
\nSuppose, we need to highlight status and stage in color format while creating new case. So that user can easily identify or easily get the idea about current case stage and status.
\nWe can implement this customization by adding client side script in Workflow. Follow below steps to implement the same. FYI, we are referring Case Workflow in below scenario.
\n1) Go to Administrator >><\/strong>\u00a0Advance Customization\u00a0>><\/strong> Workflow >><\/strong> Case Workflow.
\n2) Click on Change Workflow button.
\n3) Select Queue workflow and set the Rule action as per below screenshot.
\n\"Rule<\/a>
\n4) Once \u201cAction\u201d is created, Click on asterisk symbol under the Message Caption new pop up window will get open. Refer below screenshot.
\n5) Add the below sample code into translation and \u201cActivate<\/strong>\u201d workflow.
\n\"translation<\/a>
\nCode<\/strong>:
\n<Script><\/em>
\nif (window.addEventListener)<\/em>
\n{<\/em>
\n\u00a0 \u00a0 \u00a0window.addEventListener(“load”, setColor, false)<\/em>
\n}<\/em>
\nelse<\/em>
\nif (window.attachEvent)<\/em>
\n{<\/em>
\n\u00a0 \u00a0 window.attachEvent(“onload”, setColor)<\/em>
\n}<\/em>
\n\/\/Function to change color<\/em>
\nfunction setColor()<\/em>
\n{<\/em>
\n\u00a0 \u00a0_Datacase_status.style.color= “Red”;\u00a0 \/\/apply color<\/em>
\n\u00a0 \u00a0_Datacase_stage.style.color= “blue”;<\/em>
\n}<\/em>
\n<\/ Script ><\/em>
\n6) Once above steps are done. Create the new case and progress case to Quoted stage. You can see the Status and Stage in Red and Blue color respectively. Refer below screenshot.
\n\"progress<\/a>
\n
\nAbout Us
\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\n
\nAlso Read:
\n<\/em><\/strong><\/span>1)\u00a0Sage CRM 7.3 \u2013 Introduction of New Opportunity Workflow
\n<\/a>2)\u00a0Calling Stored Procedure from Workflow Rule<\/a>
\n3)\u00a0Calling Javascript function from Workflow progress screen<\/a>
\n4)\u00a0Easiest way to create workflow component<\/a>
\n5)\u00a0Merge to PDF through workflow in Sage CRM 7.3<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Workflow automation is one of the more popular features, as it eliminates the need to perform many tasks manually. Within a simple user interface, you can easily set up rules to automate many of your day-to-day tasks.\u00a0CRM application provides lot of options for workflow automation. New Stuff:\u00a0Generate Sage 300 Invoice from Sage CRM Suppose, we\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-12481","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nWorkflow Action Screen Customization using Client side scripting - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/29\/workflow-action-screen-customization-using-client-side-scripting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workflow Action Screen Customization using Client side scripting - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Workflow automation is one of the more popular features, as it eliminates the need to perform many tasks manually. Within a simple user interface, you can easily set up rules to automate many of your day-to-day tasks.\u00a0CRM application provides lot of options for workflow automation. 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