DP04: Implementing Screen Based Rules (Part 1 of 2)

Report
Sage CRM Developers Course
Implementing
Screen Based
Rules (1)
Looking ahead to the classes
DP01: Introduction to the Development
Partner Program
DP02: Entities and the Data Model (Part 1 of
2)
DP03: Entities and the Data Model (Part 2 of
2)
DP04: Implementing Screen Based Rules
(Part 1 of 2)
DP05: Implementing Screen Based Rules
(Part 2 of 2)
DP06: Screen and User Independent
Business Rules
DP07: Workflow (Part 1 of 2)
DP08: Workflow (Part 2 of 2)
DP09: Using the API Objects in ASP Pages
(Part 1 of 2)
DP10 : Using the API Objects in ASP Pages
(Part 2 of 2)
DP11: Using the Component Manager
DP12: Programming for the Advanced Email
Manager
DP13: Using the Web Services API
DP14: Using the Web Services API (Part 2 of
2)
DP15: Coding the Web Self Service COM API
(Part 1 of 2)
DP16: Coding the Web Self Service COM API
(Part 2 of 2)
DP17: Using the .NET API (Part 1 of 2)
DP18: Using the .NET API (Part 2 of 2)
Agenda
Different Types of Rules
General Development Tips
Create Script
Rules are of different types
Restrictive (and Informative)
Blocking an action and explaining why.
Corrective (and Informative)
Changing data to within tolerance and explaining why.
Manipulative
Automatic change to data, triggering of other behaviour without prompting.
Create Script
What are the Objects Available?
What is the Scope of Effect?
How can the Valid, ErrorStr
system variables help?
What are the Values(),
FormValues() objects?
How can we handle screen
mode?
What is the difference between
coding in a screen field versus a
column?
The Scripting Language Used
Jscript is used for all internal
scripting
Field Level (Create, Validate)
Table Level
Jscript Implicitly used for onChange
scripts
The objects that are available for
reference depend on where the code
is run.
In an ASP Page
In the Browser
‘Inside’ the Application server as Internal
Script
Objects that exist in the browser will not
exist in ASP pages
Objects that exist in ASP page will not exist
in Internal script
Core Jscript objects and syntax are always
available
Can instantiate ActiveX objects
Context Builds like Snowball
Context passed in URL
Key0
– Current Context
Key1
– Company
Key2
– Person
Key6
– Communication
Key7
– Opportunity
Session ID provides implicit User
context information
CurrentUser Properties
user_displayname (User Template): System
Administrator
user_pwdprofile (Administration): 3
user_userid (User): 1
user_primarychannelid (Primary Team): 5
user_logon (User Name): Admin
user_lastname (Last Name): Administrator
user_firstname (First Name): System
user_language (Language): US
user_department (Department): IS
user_phone (Phone): 353 1 612 3456
user_fax (Fax): 353 1 612 3444
user_emailaddress (E-mail): [email protected]
user_per_admin (Administration): 3
user_resource (Resource): False
user_externallogonallowed (External Logon Allowed):
True
user_primaryterritory (Home Territory): -2147483640
user_isterritorymanager (Territory Manager):
user_territoryprofile (Profile Name): 1
user_per_user (Info Admin User Rights): True
user_per_product (Info Admin Product Rights): True
user_per_currency (Info Admin Currency Rights): True
user_per_data (Info Admin Data Rights): True
user_offlineaccessallowed (PDA/WAP Access): True
user_rollupto (Forecasting - Reports To):
user_per_customise (Info Admin Customize): True
user_minmemory (Min memory for SQL to use on client
(MB)):
user_maxmemory (Max memory for SQL to use on
client (MB)):
user_title (Title): ACCPAC CRM System Admin
user_location (Location): Dublin
user_deskid (Desk Location): 5/234A
user_per_infoadmin (Info Admin Rights):
user_device_machinename (Device Name):
user_per_solutions (Solutions):
user_offlinesecurity (Allow Offline Access):
user_istemplate (Template): N
user_templatename (Template Name):
user_webserviceenabled (Allow Web Service Access):
true
user_masterpersid (Hosting Master ID):
user_lastserver (undefined):
user_enabledonotreprice (Enable Overwrite price):
user_prf (undefined): dd/MM/yyyy
Accessing CurrentUser Properties
To prove what CurrentUser
properties are available use this
create script
Valid = false;
ErrorStr ='';
var recCaption
var x
for (x in CurrentUser)
{
recCaption =
CRM.FindRecord("custom_captions","capt_code =
'"+x+"'");
ErrorStr += x +' ('+recCaption.capt_us+'):
'+CurrentUser[x]+'<br>';
}
To access a User property not
available within CurrentUser
object:
Valid = false;
ErrorStr =
CRM.GetContextInfo('user','User_EmailAddr
ess');
or
DefaultValue =
CRM.GetContextInfo('user','User_EmailAddr
ess');
Debugging Scripts
Any code that is executed server side (but NOT ASP pages) can make use
of the following system variables:
Valid
ErrorStr
if (CurrentUser.user_primarychannelid != 1)
{
Valid = false;
ErrorStr = 'Hello World‘
}
NOTE: In Create Scripts Valid=false will not interrupt the commit process.
Example Warning Rule
Warning Rule
For example, a Create script on case screen:
var comp_slaid= CRM.GetContextInfo('Company','comp_slaid');
if (!comp_slaid)
{
Valid = false;
ErrorStr ='A case may not be created for a customer without an SLA';
}
CreateScripts & Entry Properties
DefaultValue
Other Properties
Only as record is created or in a
workflow rule.
Outside of a workflow if the record
exists then is ignored.
ReadOnly = false;
Hidden = false;
Caption = ‘Field Name';
CaptionPos = 0
Required = true;
DefaultValue = 'Sage CRM';
Size = 30;
maxLength = 60;
Width = '1';
Height = '1';
Can not change field entry type
(see documentation) in create
scripts
Methods
RemoveLookUp(‘Sybase’)
Interaction with Field Level Security
Field Level Security
A code-free approach to granting or
denying read and write permissions
for individual fields on a screen.
Access rights can be specified on
the level of individual users, teams,
and profiles.
In the main entry screen for the
company (CompanyBoxLong) we can
add a onCreate script to the
Comp_SLAId field.
var strType =
CRM.GetContextInfo("company","comp_ty
pe");
if (CurrentUser.user_primarychannelid ==
3 && strType == 'Customer')
This code free approach doesn't
{
however cover all situations. For
ReadOnly = false;
example if there is a business rule }
that states "Only Support team
else
members may change a company
{
ReadOnly = true;
SLA field when the company is of
type 'Customer'". Then we can't use }
the Field Level Security.
Here we can only implement this rule
with field level scripting.
Mode, & Create Scripts
CRM Screens can exist in
different ‘Modes’
View
Edit
Save
May want to hide a field based
upon the eWare mode so that it
is only available in View mode?
In ASP page can use CRM.Mode.
Not available in internal script
Need to use Act code and hidden form
variables
Values() Usage
Values()
FormValues() Reassign
Values
Access
QueryString
Create Script
Can see data in
form in View
mode not Edit or
Save
Can see data in
form in Save
mode not View or
Edit
No both
Values () – yes
FormValues - no
Validate Script
All submitted data
defined in blocks
used in form
All submitted data
defined in blocks
used in form
No both
Values () – yes
FormValues - no
Table level Script
Only data in entity
screen block e.g.
company not
address info
All submitted data
defined in blocks
used in form
Yes Values()
No FormValues() errors
Values () – no
FormValues - no
Using Mode in a create script
if(Values("Act")==200||Values("Act")==520||Values("_actionid")==201)
{
var strTwitterName = Values('comp_twittername');
var strUrl ="http://twitter.com/"+strTwitterName;
Caption = "<a href="+strUrl+"
target=new>"+CRM.GetTrans("colnames","comp_twittername")+"</a>:";
}
Understanding how the mode is Checked
This rule changes the caption of a
field to include the URL for a
external system. The script will
change the Caption only when the
screen is in either View mode or
Save mode and not edit mode.
Act==200 checks if on summary screen
Act==520 check if come from recent list
_actionid==201 Checks if returned to
view from edit mode.
This is a hidden form value specific to the company
summary screen.
if(Values("Act")==200||Values("Act")==520||Values("_actionid")==201)
{
var strTwitterName = Values('comp_twittername');
var strUrl ="http://twitter.com/"+strTwitterName;
Caption = "<a href="+strUrl+"
target=new>"+CRM.GetTrans("colnames","comp_twittername")+"</a>:";
}
Another use of the Caption Property
Create Scripts can use server side objects.
Can generate HTML and redefine existing field Caption
TIP: This can be used to create new Client Side objects
Easy use can be to add a ‘Dummy’ field.
Note: Inserted as part of the <FORM>.
var oppoRecord = CRM.FindRecord("opportunity","oppo_status='In Progress' and
oppo_primarycompanyid="+CRM.GetContextInfo("company","comp_companyid"));
var caseRecord = CRM.FindRecord("cases","case_status='In Progress' and
case_primarycompanyid="+CRM.GetContextInfo("company","comp_companyid"));
Caption = "<Table border=0><tr><td align=right class=topcaption>";
Caption +=CRM.GetTrans("Tabnames","Opportunities");
Caption +=":</td><td class=topheading>";
Caption +="<a href="+CRM.URL(184)+" target=EWARE_MID
CLASS=TOPSUBHEADING>"+oppoRecord.RecordCount+"</a>";
Caption +="</td></tr><tr><td align=right class=topcaption>" ;
Caption +=CRM.GetTrans("Tabnames","Cases");
Caption +=":</td><td class=topheading>";
Caption +="<a href="+CRM.URL(185)+" target=EWARE_MID
CLASS=TOPSUBHEADING>"+caseRecord.RecordCount+"</a>";
Caption +="</td></tr></table>" ;
Example use of Caption ‘trick’
Create Script on ‘Image’ field
if(Values("Act")==220||Values("Act")==520)
{
if (!myRecord.eof)
var SID
{
var strPath = eWare.URL(220);
//pictureURL += custom_sysparams.parm_value;
//the system action 220 is for the person summary screen
pictureURL += myRecord.Libr_FilePath;
var arrayFullKeys = strPath.split("?");
pictureURL += myRecord.Libr_FileName;
//arrayFullKeys[0] contains path up like "/crm/eware.dll/Do"
pictureURL += "?SID=";
var arrayKeys = arrayFullKeys[1].split("&");
pictureURL += SID;
for (var i=0;i<arrayKeys.length;i++)
pictureURL += "&Act=1282&Mode=0&FileName=";
{
pictureURL += myRecord.Libr_FilePath;
var arrayValue = arrayKeys[i].split("=");
pictureURL += myRecord.Libr_FileName;
if (arrayValue[0].toLowerCase()== "sid")
Caption = "<img width=100 src='"+pictureURL+"'>";
{
}
SID = arrayValue[1];
else
}
{
}
Caption = "No Image Available";
var myRecordId = eWare.GetContextInfo('person','pers_personid');
}
var myRecord = eWare.FindRecord('library',"libr_type='Image' and
libr_personid ="+myRecordId);
}
var pictureURL = arrayFullKeys[0]+"/";
else
{
Hidden =true;
}
Assumptions
1 picture only is stored for an individual
Picture is upload via the library
Image is of library type 'image'.
Image url will consist of...
libraryfilename
path associated with person in person record.
library directory path
Field Level Scripting on Columns
Field level scripting for grid columns.
Custom Content available
New property in GridColumnBlock
visible = true|false
Ignored in ASP pages
Contextual Info available
E.g. Can check for presence/absence of CompanyID etc
if(CRM.GetContextInfo(‘company’,’comp_companyid’)
{
Visible = false;
}
Q&A
Looking ahead to the classes
DP01: Introduction to the Development
Partner Program
DP02: Entities and the Data Model (Part 1 of
2)
DP03: Entities and the Data Model (Part 2 of
2)
DP04: Implementing Screen Based Rules
(Part 1 of 2)
DP05: Implementing Screen Based Rules
(Part 2 of 2)
DP06: Screen and User Independent
Business Rules
DP07: Workflow (Part 1 of 2)
DP08: Workflow (Part 2 of 2)
DP09: Using the API Objects in ASP Pages
(Part 1 of 2)
DP10 : Using the API Objects in ASP Pages
(Part 2 of 2)
DP11: Using the Component Manager
DP12: Programming for the Advanced Email
Manager
DP13: Using the Web Services API
DP14: Using the Web Services API (Part 2 of
2)
DP15: Coding the Web Self Service COM API
(Part 1 of 2)
DP16: Coding the Web Self Service COM API
(Part 2 of 2)
DP17: Using the .NET API (Part 1 of 2)
DP18: Using the .NET API (Part 2 of 2)

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