{"id":22771,"date":"2019-09-30T09:50:12","date_gmt":"2019-09-30T09:50:12","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22771"},"modified":"2019-09-30T09:50:14","modified_gmt":"2019-09-30T09:50:14","slug":"adding-a-pipeline-graphic-to-list-using-net-api-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/09\/30\/adding-a-pipeline-graphic-to-list-using-net-api-in-sage-crm\/","title":{"rendered":"Adding a Pipeline graphic to List using .Net API in Sage CRM"},"content":{"rendered":"\n

Sage CRM<\/a> has proved to be very much flexible when it comes to accommodating customizations as per the business needs. Recently we came across a requirement, where the Client was not only interested in getting the access to the records assigned to a particular user but also in getting a proper view of all the records which are created by the user.<\/p>\n\n\n\n

New Stuff:<\/strong>Security Policies applied to Library entity with release of Sage CRM 2019 R2<\/a><\/p>\n\n\n\n

Just like Team CRM helps the Team Managers to get a view of all the records their subordinates or team members are working on (assigned to); our Client had a requirement of one such\nlist wherein the user would be able to view all the records which are created by them along with the graphical pipeline. This indeed helped them to track the current status of the records with an ease.<\/p>\n\n\n\n

Since we do not have any option other than making the user navigate to the search screen and look for the respective record; we thought of creating a Custom list in Sage CRM<\/a>. But in order to display the pipeline against these custom list you need to add below code under the standard custom list code itself – <\/p>\n\n\n\n

<Snippet><\/p>\n\n\n\n

public override void BuildContents()<\/p>\n\n\n\n

  {<\/p>\n\n\n\n

  try<\/p>\n\n\n\n

  {<\/p>\n\n\n\n

                AddContent(HTML.Form());<\/p>\n\n\n\n

  GetTabs(“User”);<\/p>\n\n\n\n

  if (CurrentUser[Sage.UserOptions.CasePipeline] == “Y”)<\/p>\n\n\n\n

  {<\/p>\n\n\n\n

  PipelineGraphicBlock myPipe = new PipelineGraphicBlock();<\/p>\n\n\n\n

  int intUserID = CurrentUser.UserId;<\/p>\n\n\n\n

  string sWhere = “Case_Deleted IS NULL AND Case_CreatedBy=” + intUserID;<\/p>\n\n\n\n

  string stageArg = Dispatch.EitherField(“case_stage”);<\/p>\n\n\n\n

  if (stageArg == “” || stageArg == null || stageArg == “undefined” || stageArg == “sagecrm_code_all”) stageArg = “0”;<\/p>\n\n\n\n

  string statusArg = Dispatch.EitherField(“case_status”);<\/p>\n\n\n\n

  if (statusArg == “” || statusArg == null || statusArg == “undefined” || statusArg == “sagecrm_code_all”) statusArg = “0”;\n <\/p>\n\n\n\n

  if (stageArg != “0”)<\/p>\n\n\n\n

  {<\/p>\n\n\n\n

  sWhere += ” AND case_stage='” + stageArg + “‘”;<\/p>\n\n\n\n

  }<\/p>\n\n\n\n

  if (statusArg != “0”)<\/p>\n\n\n\n

  {<\/p>\n\n\n\n

  sWhere += ” AND case_status='” + statusArg + “‘”; }<\/p>\n\n\n\n

  myPipe.PipelineStyle(PipelineStyles.Shape, “Circle”);<\/p>\n\n\n\n

  myPipe.PipelineStyle(PipelineStyles.UseGradient, “False”);<\/p>\n\n\n\n

  myPipe.PipelineStyle(PipelineStyles.Animated, “False”);<\/p>\n\n\n\n

  myPipe.PipelineStyle(PipelineStyles.SelectedWidth, “10”);<\/p>\n\n\n\n

  myPipe.PipelineStyle(PipelineStyles.SelectedHeight, “10”);<\/p>\n\n\n\n

  myPipe.PipelineStyle(PipelineStyles.PipeWidth, “40”);<\/p>\n\n\n\n

  myPipe.PipelineStyle(PipelineStyles.PipeHeight, “10”);<\/p>\n\n\n\n

  myPipe.PipelineStyle(PipelineStyles.ShowLegend, “True”);<\/p>\n\n\n\n

  string strSQL = “select case_stage, count(*) as t from Cases with (nolock) where ” + sWhere + ” group by case_stage”;<\/p>\n\n\n\n

  QuerySelect queryObj = new QuerySelect();<\/p>\n\n\n\n

  queryObj.SQLCommand = strSQL;<\/p>\n\n\n\n

  queryObj.ExecuteReader();<\/p>\n\n\n\n

  string strStage = “”, strSectionScript = “”, strOrgStage = “”;<\/p>\n\n\n\n

  int iSeleted = 0;<\/p>\n\n\n\n

  if(!queryObj.Eof())<\/p>\n\n\n\n

  {<\/p>\n\n\n\n

  while (!queryObj.Eof())<\/p>\n\n\n\n

  {<\/p>\n\n\n\n

  if (queryObj.FieldValue(“t”) != “0”)<\/p>\n\n\n\n

  {<\/p>\n\n\n\n

  strOrgStage = queryObj.FieldValue(“case_stage”);<\/p>\n\n\n\n

  strStage = Metadata.GetTranslation(“case_stage”, strOrgStage);<\/p>\n\n\n\n

  if (strOrgStage == statusArg)<\/p>\n\n\n\n

  {<\/p>\n\n\n\n

  strSectionScript = “javascript:document.EntryForm.case_stage.selectedIndex=(document.EntryForm.case_stage.length-2) ;document.EntryForm.submit();”;<\/p>\n\n\n\n

  myPipe.AddPipeEntry(strStage, System.Convert.ToInt32(queryObj.FieldValue(“t”)), strStage + “: ” + queryObj.FieldValue(“t”),\nstrSectionScript);<\/p>\n\n\n\n

  myPipe.Selected = iSeleted;<\/p>\n\n\n\n

  }<\/p>\n\n\n\n

  else<\/p>\n\n\n\n

  {<\/p>\n\n\n\n

  strSectionScript = “javascript:document.getElementById(‘case_stage’).options[SageCRM.webObject.GetDropDownIndexByValue(document.getElementById(‘case_stage’),'”;<\/p>\n\n\n\n

  strSectionScript = strSectionScript + strOrgStage + “‘)].selected = true;document.EntryForm.submit();”;<\/p>\n\n\n\n

  myPipe.AddPipeEntry(strStage, System.Convert.ToInt32(queryObj.FieldValue(“t”)), strStage + “: ” + queryObj.FieldValue(“t”),\nstrSectionScript);<\/p>\n\n\n\n

  }<\/p>\n\n\n\n

  }<\/p>\n\n\n\n

  queryObj.Next();<\/p>\n\n\n\n

  iSeleted++;<\/p>\n\n\n\n

  }<\/p>\n\n\n\n

  myPipe.DisplayForm = false;<\/p>\n\n\n\n

  HTMLString htmlPipe = new HTMLString();<\/p>\n\n\n\n

  htmlPipe.Html = myPipe.Execute();<\/p>\n\n\n\n

  string strhtmlPipe = htmlPipe.ToHtml();<\/p>\n\n\n\n

  AddContent(strhtmlPipe);<\/p>\n\n\n\n

  } <\/p>\n\n\n\n

  } <\/p>\n\n\n\n

  base.BuildContents();<\/p>\n\n\n\n

  }<\/p>\n\n\n\n

  catch (Exception e)<\/p>\n\n\n\n

  { <\/p>\n\n\n\n

  AddContent(“Error Description “+e.Message);<\/p>\n\n\n\n

  }<\/p>\n\n\n\n

  \/\/throw new System.NotImplementedException();<\/p>\n\n\n\n

  }<\/p>\n\n\n\n

<\/Snippet> <\/p>\n\n\n\n

After adding above code, the list as well as the pipeline will be filtered out based on the created by user\u2019s condition in CRM. Also the pipeline will only be enabled if under User preferences ‘Show Cases Pipeline’ (for above example)<\/em> is set as Yes.<\/p>\n\n\n\n

\"Graphic\n<\/a>

Graphic Pipeline designed for Custom List<\/center><\/figcaption><\/p><\/figure>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM has proved to be very much flexible when it comes to accommodating customizations as per the business needs. Recently we came across a requirement, where the Client was not only interested in getting the access to the records assigned to a particular user but also in getting a proper view of all the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,92,98,169,219,220,255,287,310,332,334,335],"tags":[446,3923,868,3924,3925,1775],"class_list":["post-22771","post","type-post","status-publish","format-standard","hentry","category-net-api","category-custom-entity","category-customization","category-grids","category-list","category-lists","category-my-crm","category-pipeline-sage-crm","category-records","category-sage-crm","category-sage-crm-2018","category-sage-crm-2018-crm72","tag-net-api","tag-adding-a-pipeline-graphic-to-list","tag-custom-list","tag-custom-pipeline","tag-list-using-net-api","tag-pipeline"],"yoast_head":"\nAdding a Pipeline graphic to List using .Net API 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\/2019\/09\/30\/adding-a-pipeline-graphic-to-list-using-net-api-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a Pipeline graphic to List using .Net API in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM has proved to be very much flexible when it comes to accommodating customizations as per the business needs. 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