{"id":13015,"date":"2016-07-21T05:52:55","date_gmt":"2016-07-21T05:52:55","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=13015"},"modified":"2016-07-21T05:52:55","modified_gmt":"2016-07-21T05:52:55","slug":"meaning-and-usage-of-symbol-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/07\/21\/meaning-and-usage-of-symbol-in-sage-crm\/","title":{"rendered":"Meaning and Usage of \u201c#\u201d symbol in Sage CRM"},"content":{"rendered":"

Hi Folks!<\/strong> In standard CRM escalation conditions you must have seen \u201c#\u201d<\/strong> symbol used to get certain values on run time. Through this article I would be explaining you in detail about the usage of \u201c#\u201d<\/strong> symbol.<\/p>\n

New Stuff<\/em><\/strong>:<\/span>\u00a0How to bind Custom List in Dot net using Select SQL<\/a><\/p>\n

The #Codes<\/strong> are a set of codes that indicate to CRM as the dll<\/strong> parses the Meta data it should substitute these references with internal function calls. These are for use where SQL is used directly as the control mechanism to limit the data returned.<\/p>\n

Below table will help you to understand available parameters that can be used in various operations in CRM.<\/strong><\/p>\n

\"4\"<\/a><\/p>\n

Usage in Escalation Rules<\/u><\/strong>
\nThe escalation rule (Communication Reminder<\/strong>) that is provided by default within the system to create on screen notification for meetings and tasks is based on the vEscalationComms view<\/strong>.
\nTo examine the rule go to
\nAdministration | Advanced Customization | Escalation\u00a0<\/strong>
\nThe where clause used is
\nEscl_DateTime<#T And Escl_UserID=#U AND Upper(RTRIM(comm_status))=N’PENDING’<\/strong><\/em>
\nThis shows how the #T<\/strong> and #U <\/strong>system variables are referenced. When the rule is processed the #T<\/strong> and #U<\/strong> are substituted for functions that generate the actual SQL that is run.
\nFor the above \u201cCommunication Reminder\u201d <\/strong>rule the actual SQL would look like this:
\nSelect * from vEscalationComms WITH (NOLOCK) WHERE Escl_DateTime<‘20060922 07:52:45′ And Escl_UserID=1 AND Upper (RTRIM (comm_status)) =N’PENDING’ ORDER BY Comm_CommunicationId<\/strong><\/em>
\nThe #T<\/strong> has been substituted for the current System Date\/Time,<\/strong> the equivalent of a getDate()<\/strong> function or sysdate reference depending on RDBMS used.
\nThe #U<\/strong> has been substituted for the current users unique ID<\/strong>. It should be noted that this #Code <\/strong>can only be used for rules that depend on a user being logged on to the system.
\nUsage in Dashboard Blocks<\/u><\/strong>
\nThe #Codes may be used within the SQL clause of the Dashboard block.
\n<\/strong>
\nA few of the default blocks may be examined to show usage. The blocks discussed in the following section can be found under:
\nAdministration | Customization | Opportunity\u00a0<\/strong>
\nFor example the Chart Block \u201cMy Team Oppos In Progress<\/strong>\u201d
\nHas the following SQL:
\nSelect count (*) as a, oppo_stage from Opportunity where oppo_channelid=#C and oppo_status=’In Progress’ and oppo_deleted is Null group by oppo_stage<\/strong><\/em>
\nThis shows the usage of the #C<\/strong> code to return the ID of the current user\u2019s team (user_primarychannelid).
\n<\/strong>
\nThe List block \u201cMy Recently Created Opportunities\u201d<\/strong>
\nUses the following where clause to limit the data returned:
\noppo_assigneduserID=#U and (oppo_createdDate + 7)>#T<\/strong>
\nThe List block \u201cTeam Opportunities 28 day target<\/strong>\u201d
\nHas the following SQL that demonstrates the usage of the #T code in date ranges<\/strong>.
\n(oppo_channelid = #C) and (oppo_deleted is NULL) and (oppo_targetclose > #T ) and ((oppo_targetclose – 28) < #T)<\/strong><\/em>
\n#R in Dashboard Blocks<\/strong>
\nThe #R<\/strong> has a very particular usage. It allows easy reference to the current users \u2018recent list\u2019 information for the entity that the block references. The records that a user has viewed are stored in the user table. This is the field user_recentlist and will contain information about the last 20 primary entities viewed of whatever type.
\nThe List Block \u201cRecently Viewed Opportunities\u201d<\/strong> shows its usage.
\n#R<\/strong>
\nWill generate the following SQL to be run against the database to support the list creation:
\nselect count(*) as fcount from vListOpportunity WHERE oppo_OpportunityID IN (65,22,124,128,146)
\n<\/strong><\/em>
\n select TOP 11 * from vListOpportunity WHERE oppo_OpportunityID IN (65,22,124,128,146) ORDER BY oppo_description, oppo_opportunityId<\/strong><\/em>
\nUsage in Order Quotes<\/u>
\nThe example usage of the #Codes to generate the IDs for Orders and Quotes can be found at:
\n<\/strong>
\nAdministration | Data Management | Products\u00a0<\/strong>
\nThe QuoteFormat field within the Product Configuration screen has a default value of
\nQT-#O\/#N<\/strong>
\n#O<\/strong> will be substituted for the current Opportunity ID<\/strong> and the #N<\/strong> the number of the Quote within the opportunity. Only #Codes<\/strong> that generate numeric returns are suitable for use here.
\nAlso Read:<\/strong><\/em><\/span>
\n1.<\/strong> Apply Styles to Sage CRM Fields<\/a>
\n2.<\/strong> Limit number of characters in Sage CRM fields<\/a>
\n3.<\/strong> Make up of SSA fields in Sage CRM<\/a>
\n4.<\/strong> Create Custom Fields in Sage CRM Cloud\/On-Premise for Sage CRM \u2013 QuickBooks Integration<\/a>
\n5.<\/strong> Highlight fields using Client side API in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Hi Folks! In standard CRM escalation conditions you must have seen \u201c#\u201d symbol used to get certain values on run time. Through this article I would be explaining you in detail about the usage of \u201c#\u201d symbol. New Stuff:\u00a0How to bind Custom List in Dot net using Select SQL The #Codes are a set of\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":[99,140,271,272,332,380,1],"tags":[455,456,457,907,1098,1719,1865,2522],"class_list":["post-13015","post","type-post","status-publish","format-standard","hentry","category-dashboard-sage-crm","category-escalations","category-order","category-orders","category-sage-crm","category-sql","category-uncategorized","tag-symbol","tag-symbol-in-crm","tag-symbol-in-sage-crm","tag-dashboard","tag-escalation","tag-order","tag-quotes","tag-usage-of-symbol-in-sage-crm"],"yoast_head":"\nMeaning and Usage of \u201c#\u201d symbol in Sage CRM - 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\/07\/21\/meaning-and-usage-of-symbol-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Meaning and Usage of \u201c#\u201d symbol in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Hi Folks! In standard CRM escalation conditions you must have seen \u201c#\u201d symbol used to get certain values on run time. Through this article I would be explaining you in detail about the usage of \u201c#\u201d symbol. 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