Archive for August, 2011

How do I add a “My Stuff” query to the SalesLogix Web Mobile?

When Sage SalesLogix release SP4 for version 7.5, as part of that release a new “capability” was also introduced: HashTags. HashTags are “shortcuts” for doing a query.

The OOTB (Out Of The Box) implementation (mobile 1.1) only has a few of these implemented (Notes/History has 5 and Opportunity has 3 – look at the “help”) . For example: Locating all Opportunity records where the Status is Won – #won

How do you add (or extend exisiting) HasTags? – It’s EASY! Simply build a “package, add an “override”. Here’s a sample fragment:
To add a “my” to Opportunities where the Account manager is the current logged in user –

  //add hold to existing hashTagQueries, or if it doesn't exist yet, create one.
  hashTagQueries: Ext.apply(Mobile.SalesLogix.Opportunity.List.prototype.hashTagQueries || {}, {
      'my': function(){
             return String.format('AccountManager.Id eq "{0}"',App.context['user']['$key']);

Or to add “my” to Tickets where you want to see all tickets assigned to “you” which have a status of “closed”:

  //Where picklists store the ITEMID and not TEXT or SHORTTEXT we have to us that "key" value
  // Sage Dev is looking into a way to fix this problem. - 20110610 - rjl
  hashTagQueries: Ext.apply(Mobile.SalesLogix.Ticket.List.prototype.hashTagQueries || {},{
      'my': function(){
            return String.format('AssignedTo.Id eq "{0}" and StatusCode ne "{1}"',App.context['user']['DefaultOwner']['$key'],'k6UJ9A000037');

Oh yes, here is a link to the SData spec on query: Click Here

I’ll be publishing more on this and also plan on putting on a few FREE  on-line live sessions on how one does all of this. Just send an email to sign up and as soon as we get 10 folks – we’ll schedule an event!

Leave a comment

How to Block Users from Accidentally Downloading IE9

IE9 is certainly a an improvement over what we have had in the past. But in some situations it has proven to be more of a headache than a solution.

If you do NOT use a Windows Update Server and want to prevent the automatic delivery of IE9 on Windows 7, Vista, Windows Server 2008  – then you can download and use the Internet Explores 9 Blocker Toolkit.

NOTE: This will remove it from the “important update(s)” and leave it as optional but not prevent users from obtaining (or installing) “manually”. To do this, you will have to use “policies”.

Leave a comment