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What if I want to skip entering required data? #saleslogix

by on ‎08-09-2010 07:21 AM

After a long day, sometimes I just want to fill in the least amount of data and move onto another task. If you are my manager, you might not like that too much since your reports might not have the most accurate data. You can enforce data consistency by making fields required in Sage SalesLogix. Below are 2 examples of expanding on this simple feature and making it a little harder for people like me to skip on entering required data.

 

The following is a collaborative effort from the Sage SalesLogix Sales Engineering team.

 

Example 1: Make all required fields RED


The goal is to have specific field’s labels within a form to appear in Red if they are set to be required. This is helpful for new users who are not used to the forms by giving them a visual indication of which fields are mandatory.


In the Application Architect module, you will need to navigate to your tab form properties, click on Load Actions and Add in a C# Snippet example as shown below:

 

 

In our examples, our required fields had a label ending with an asterisk so this code will automatically make those labels show up in red font. Once you are done, save all your changes before rebuilding and deployment of your site.

 

Example 2 – Validation – all required fields have an entry in them

 

In this example, as a follow up to the scenario above, not only are the labels going to be in red, an alert will appear for each required field that is null. It is a 2 step process, first adding a business rule and then mapping it to a toolbar button such as the Save button.


     •    Add Business Rule (e.g. CheckRequiredFields)
     1.    Under the Entity – Rules – Business Rules Event add in a Business Rule
     2.    Add in a Primary Step as a C# snippet
     3.    In App Architect double click on new Primary Step
     4.    Enter or copy in the following code:

 

 


     •    Add custom Business Rule to toolbar on form
     1.    Edit the Save button
     2.    Onclick Action = Business Rule
     3.    Business Rule = CheckRequiredFields
     4.    EntityType = Entity you are working on (e.g. Account)
     5.    OnComplete = Business Rule Save
     6.    *Everything else is standard ‘Save’ business rule entry

 

So, if a user misses some required data on a form, when they click on the Save button, it will trigger this business rule which will cause an alert pop-up to appear.

 

If you want to read more about alerts, please review this blog post by Andrew Appel back in May 2010.

 

 

 

 

 

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