{"id":24254,"date":"2020-06-23T06:21:04","date_gmt":"2020-06-23T06:21:04","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24254"},"modified":"2020-06-23T06:21:06","modified_gmt":"2020-06-23T06:21:06","slug":"clone-a-record-using-the-com-asp-api-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/06\/23\/clone-a-record-using-the-com-asp-api-in-sage-crm\/","title":{"rendered":"Clone a record using the COM ASP API in Sage CRM"},"content":{"rendered":"\n

The combination of Sage CRM<\/a> API with the application itself has helped many of the technical implementer to manage the customization of the system as per the business requirements. Sage CRM API\u2019s has come a long way to pro-grammatically perform various operations on the entity records such as read, create, update or delete. Moreover, the use of properties and methods of CRM object allow the custom pages to connect to the system database and produce formatted output. One such example is of cloning a record.<\/p>\n\n\n\n

New Stuff:<\/strong><\/em> Increasing Reference Column Width In Sage CRM<\/a><\/p>\n\n\n\n

In\nthis blog, I will explain you how to clone an existing record. This\ncan be useful whenever a customer needs to copy an existing\ncommunication to set up a similar meeting or when a case with exactly\nsame details needs to be logged again. Rather than re-entering the\ndetails again, you can get a new record with same details by just one\nclick.<\/p>\n\n\n\n

Below are the steps to follow –<\/p>\n\n\n\n

  1. Create ASP page as CaseClone.asp in \u201cDrive:\\Program Files (x86)\\ Sage\\ CRM\\ \\ WWWRoot\\ CustomPages<\/li>
  2. Write the below code in CaseClone.asp page.<\/li><\/ol>\n\n\n\n
    \"ASP<\/a>\n\n
    ASP Page<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    3. Now add a button on Case Summary page, to do this we need to create a New Button group linked to the casessummary system action.
    Go to, Administration –> Advanced Customization –> Button Groups and create new Button Group. Refer below screen shot.<\/p>\n\n\n\n

    \"Button<\/a>\n\n
    Button Group<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    4. The button needs to call an ASP page, which we have created in first step. Click on Case_Buttons hyperlink from the list of button group and add the button in the Case_Buttons group. Refer below screen shot for the same.<\/p>\n\n\n\n

    \"Page<\/a>\n\n
    Page Call<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    5. Once you done with all above steps you can see in below screen shot that the Case Clone button is added on Case Summary page. On clicking Case Clone button, it will redirect to Cases list on my CRM after clone is created.<\/p>\n\n\n\n

    \"Clone<\/a>\n\n
    Clone Button<\/i><\/center><\/font><\/p><\/figure>\n\n\n\n

    In the way you can easily clone a record for standard or custom entities in Sage CRM using COM ASP API.<\/p>\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":"

    The combination of Sage CRM API with the application itself has helped many of the technical implementer to manage the customization of the system as per the business requirements. Sage CRM API\u2019s has come a long way to pro-grammatically perform various operations on the entity records such as read, create, update or delete. Moreover, 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":[2,19,29,46,53,59,92],"tags":[638,639,649,4152,4153,4149,4150,4151,2047],"class_list":["post-24254","post","type-post","status-publish","format-standard","hentry","category-net-api","category-administrator","category-asp","category-button-sage-crm","category-cases","category-cloning","category-custom-entity","tag-button","tag-button-groups","tag-case","tag-case-clone","tag-clone","tag-clone-a-record-using-the-com-asp-api-in-sage-crm","tag-clone-records","tag-com-asp-api","tag-sage-crm-api"],"yoast_head":"\nClone a record using the COM ASP 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\/2020\/06\/23\/clone-a-record-using-the-com-asp-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=\"Clone a record using the COM ASP API in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"The combination of Sage CRM API with the application itself has helped many of the technical implementer to manage the customization of the system as per the business requirements. 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