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Nickel Contributor
Posts: 90
Registered: ‎03-20-2009

Literal values (System Variables) in Saleslogix v8.0.0

[ Edited ]

I apologize if this has been asked before, but I could not locate it so here goes....

 

I was working with a customer on query building and was ATTEMPTING to use a literal in the Conditions for AccountManagerID.  I knew in prior versions there was a defect with literals and dates, and it appears that may be fixed, but now I am seeing something strange on normal fields.  Now when you check the box for 'Use value as literal', the value box is automagically changed to a date control.  Useful to fix the original defect, not so useful for normal literal values.  Is this something that is known and I just missed it?  If not, I will probably submit it to Saleslogix....  If yes, is there already a defect number I can pass back to my customer?

 

 

Jim Pemberton
Vice President of Engineering
Simplesoft Solutions, Inc
Award Winning Infor CRM Business Partner
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Moderator
Posts: 234
Registered: ‎07-07-2008

Re: Literal values (System Variables) in Saleslogix v8.0.0

Hello Jim,

Your picture did not display however I'm guessing this is Web since I don't see the issue in the Windows client.

 

I did the following:

  1. Dropped the AccountManagerID in the conditions tab.
  2. Selected the 'Use value as literal' check box. (Changes to date Control)
  3. Click OK,
  4. Edit the condition. (the date control is removed)
  5. Entered  :USERID for the value.
  6. Click OK. The group displayed the correct results.

 

I'll check for an existing defect.

 

Tim

 

Highlighted
Nickel Contributor
Posts: 90
Registered: ‎03-20-2009

Re: Literal values (System Variables) in Saleslogix v8.0.0

Tim,

 

You are correct.  One of our internal people noticed it so I readded the screen shot as an attachment.  I just retested as well and the steps you provided worked perfectly.  I got to the point that I added the condition and checked the 'Use value as literal', but never thought to try and save it and then edit it.

 

Thanks for the response.  Let me know what you find out on the defect.

Jim Pemberton
Vice President of Engineering
Simplesoft Solutions, Inc
Award Winning Infor CRM Business Partner
Highlighted
Moderator
Posts: 234
Registered: ‎07-07-2008

Re: Literal values (System Variables) in Saleslogix v8.0.0

Thanks Jim. I logged defect 13092435 for the issue.

 

Tim

Highlighted
Nickel Contributor
Posts: 90
Registered: ‎03-20-2009

Re: Literal values (System Variables) in Saleslogix v8.0.0

Thanks Tim!

 

When I was going through with the customer, I thought I was going nuts when I tried to show them how to add the literal and it switched to the date control.  I plan on explaining to them today how to correct the issue with your workaround.

Jim Pemberton
Vice President of Engineering
Simplesoft Solutions, Inc
Award Winning Infor CRM Business Partner
Highlighted
Moderator
Posts: 234
Registered: ‎07-07-2008

Re: Literal values (System Variables) in Saleslogix v8.0.0

[ Edited ]

You're welcome Jim!