Reuse a Detail Form to Function as an Insert Form

2008/04/01

This video shows you how to reuse a Detail form by hiding the navigation to become an Insert form. You will learn how to:

Modify a quick form to add a LoadAction for Insert.
Add a new entity page for InsertNewSenator.
Add a new Senator menu item to the New menu.
Finally, build the Web platform and deploy the changes to the Client.

Encrypt Data on a Form

2008/06/01

This video shows you how to send data to the registry, read data, encrypt data, and decrypt data. You will learn how to:

Register the SLXRWEL DLL. (1:20)
Create a form in the Architect to send data to the registry and use the Application.BasicFunctions.RegGetValue. (1:50)

Modify a DataGrid

2008/04/01

The Course Enrollment data grid (C_EnrollDataGrid) tracks the courses for which a particular contact has enrolled. It contains data from two different tables: C_Course and C_Enrollment. This video shows you how to change the column properties so that users can only edit columns that update the C_Enrollment table. You will learn how to:

Create a new Architect project named DevAdvanced.
Add the C_EnrollDataGrid form from the DevIntro bundle to the new project.
Apply formatting to the columns in the data grid.
Save the changes, and test the changes in the SalesLogix Client.

Create a Data Form to Add Records from a Main View

2008/04/01

The Contact Enrollment form lists each contact enrolled for the selected course. This video shows you how to create a data form so users can add new enrollments from a right-click menu on the Contact Enrollment form. You will learn how to:

Use an existing lookup to retrieve the ContactID and Contact Last Name for use on the form.
Create a new data form (C_ADDEDITContactEnrollment) to allow users to add/edit an enrollment:

Add labels.
Add an Edit control and bind the Text property.
Add a LookupEdit control.
Add a CheckBox control.

Tie the form to the Enrollment data grid. (9:15) Save the changes, and test them in the SalesLogix Client.

Create a Menu Item to Launch a New Manage Form

2008/04/01

This video shows you how to create a menu item to launch a form. This form should contain a button that displays a Hello World message box when clicked. You will also use the Application object to return the current Account Name and Account ID in an edit box on the manage form. You will learn how to:

Create a manage form.
Add a new label (Account Name) to the form.
Add a button to the form (Click Me).
Add a new OnClick event to the button that uses Application.BasicFunctions to retrieve the account name.
Save the form as C_HelloWorldForm in the Personal family.
Add a new menu item to launch the new form from the standard SalesLogix Client Menu Bar.
Save and test the changes in the SalesLogix Client.

Install the DevIntro Bundle

2008/04/01

In the Introduction to Developing for Sage SalesLogix LAN v7.2 course, you can learn how to create a new project (DevIntro) to allow SalesLogix users to track courses and enrollments for their SalesLogix contacts. This video shows you how to create a development environment, and then install and review this project. You will learn how to:

Back up the SalesLogix database.
Restore the backup of the database.
Create a DEVELOPMENT database connection.
Create a DEVELOPMENT data link and log on to the Administrator.
Install the DevIntro bundle.
Review the bundle in the LAN Architect.

Create a Modal Manage Form to Capture Course Values

2008/04/01

This video shows you how to add a new menu item to insert a new course. The Insert Course form should script to populate some of the form values to comply with business rules. You will learn how to:

Select controls from an existing plugin and paste them on a new manage form.
Populate the Price and No of Places combo boxes through VBScript in the form Create event. Format the values as currency and range from $300-$2100 with increments of $300 using a For Next loop.
Append a new Course menu item (C_ADDCourseMenu) to the standard SalesLogix Client Insert menu after the Campaign menu item to launch a new Add a New Course manage form (C_ADDCourse).
Save and test the changes in the SalesLogix Client.

Execute a SQL Statement to Return the Number of Contacts

2008/04/01

This video shows you how to create a SQL statement to return the number of contacts for the current account. You will learn how to:

Create a new function called GetContactCount.
Create a connection using the Application object.
Create a SQL SELECT statement to return the number of contacts for the current account.
Create a recordset to store the results of the SQL statement, and then display the results on the Hello World message box.
Save and test the changes in the SalesLogix Client.

Modify the Activities Dialog with an Image Control

2008/04/01

LAND4.3: This video shows you how to create a new contact form to display a contact's picture. Users should be able to load an image from a file using the OpenPictureDialog control. You will learn how to:

Add a new tab to the Activity Details View form--one tab for the Activity Detail and the other tab for the Contact Information.
On the Activity Detail tab, cut and paste all activity-related controls from the original form.
On the Contact Information tab, add an image control to display the contact's image and any other contact detail information you want.
Save and test the changes in the SalesLogix Client.

Execute a SQL Statement to Update a Field

2008/04/01

This video shows you how to create a new memo box on the form to record the business description. You will also create a new button to update the database with any changes to the description. You will learn how to:

Add a button to a form (Update).
Add a new label (Description of Business:) and memo box to a form.
Add an OnClick event to the button that uses a sub procedure that includes a SQL UPDATE statement and the Connection object EXECUTE method to update the business description.
Display the number of records updated on a message box when a user clicks the Save button.
Save and test the changes in the SalesLogix Client.

Use the Debugger

2008/04/01

This video shows you how to use the Visual Studio debug tools within the SalesLogix development environment. These tools help you find bugs in your code, change code on the fly, and understand the flow of your program. You will learn how to:

Put a STOP in your code to force the debugger.
Launch the debugger in the SalesLogix Client.
Step into and step over code.
Use the Locals, Watch, and Immediate windows.
Add and modifying code to the Watch list.

Use Error Handling

2008/04/01

This video shows you how to use the Visual Studio debugger functionality to help you handle errors. You will learn how to:

Include the SLX Error Support script.
Use the ErrorCheck and ErrorCheckSLX procedures within the SLX Error Support script.
Use On Error Resume Next and On Error Goto 0.
Enable debugging in the SalesLogix Client.

Use VBScript to Validate Data

2008/04/01

This video shows you how to use several VBScript functions to manipulate and validate data on a form before the user can save course information. You will learn how to:

If the user selects a Start Date, manipulate the End Date using the OnChange event of startdate populates with a date two days from the selected Start Date.
Create a function called IsWeekend(). Use the datepart function to determine if the date is a weekend.
Save and test the changes in the SalesLogix Client.

Make Tabs Visible and Invisible at Runtime

2008/04/01

This video shows you how use the Tab control to create a wizard. You will learn how to:

Create a new project in the Architect.
Create a new Account Form.
Add a tab control to the form.
Add a button to iterate through each tab.
Add an OnCreate event for the form.
Add an OnClick event to the button.
Add an OnChange event of the tab control to remove the button when the user reaches the last tab.
Test the changes in the SalesLogix LAN Client.

Create a Calculated Field for Use on a Data Grid

2008/04/01

This video shows you how to create a calculated field and add it to the Contact Enrollment form (C_ContactEnrollDataGrid), which will display Contact Name and Account Name in the same data column. You will learn how to:

Create a calculated field based on the Contact table. This field should include First Name, Last Name, and Account.
Change the SQL property on the data grid to reference the new calculated field.
Save and test the changes in the SalesLogix Client.

Consume a Web Service Using SOAP

2008/04/01

This video shows you how to use a Web service to retrieve sample SalesLogix multi-currency rates using SOAP. You will learn how to:

Enable multi-currency in the Administrator. Set the base currency to USD, and and allow users to change an opportunity's rate.
Test the GetForEx Web service.
Create a new GetRateWS project in the Architect, and modify the System: Update Opportunity Currency form.
Save and test the changes in the SalesLogix Client.

Create a Calculated Field for use on a LookupEdit Control

2008/04/01

This video shows you how to create a calculated field and add it to the Add/Edit Contact Enrollment form (C_ADDEDITEnrollment), which will display Course Name and Instructor Name the same LookupEdit control. You will learn how to:

Create a calculated field based on the C_Course table.
Change the CourseName lookup on the form so that it references the new calculated field.
Save and test the changes in the SalesLogix Client.

Create a Hyperlink Field for use on a Data Grid

2008/04/01

This video shows you how to create a hyperlink field and add it to the Enrollments data grid (C_EnrollDataGrid), which will launch the Course main view (C_CourseMV) when you click a course name from within the grid. You will learn how to:

Add a hidden field (C_CourseID) to the C_EnrollDataGrid.
Use the Add method of the Application object to reference the Courses main view.
Save and test the changes in the SalesLogix Client.

Create a Hyperlink Field for use on a Data Form

2008/04/01

This video shows you how to create a hyperlink field and add it to the First Form data form (C_FirstForm), which will launch the Account main view when you click the account name. You will learn how to:

Change the Account edit control to a lookup control.
Reference the AccountID in the LookupID. This ID will be used when calling the InvokeMainView method (in SLX_Common).
Save and test the changes in the SalesLogix Client.

Add the Ability to Copy a Course

2008/04/01

This video shows you how to add a copy feature to the Add a New Course form (C_ADDCourse) in order to allow users to copy from an existing course. You will learn how to:

Add a new constant variable to the C_SQLStatement script.
Add a Course Copy lookup control to the form.
Create a new sub called DoLoadFromCourseID in the C_ADDCourse form using the DataCommand class to return a recordset object to load the form controls.
Save and test the changes in the SalesLogix Client.

Enhance the Look of the Data Grid

2008/04/01

This video shows you how to add enhance the look of the Contact Enrollment data grid (C_ContactEnrollDataGrid) by using script to change colors. You will learn how to:

Add code to the CustomDrawCell event of the enrollment data grid control.
If the IsSelected parameter is false and the row is even or odd, set the appropriate color property for that cell.
Save and test the changes in the SalesLogix Client.

Create an Activity for New Contact Enrollments

2008/04/01

This video shows you how to create an activity whenever a contact is enrolled in a course using the Add a New Contact Enrollment form (C_ADDEDIT_ContactEnrollment). You will learn how to:

Add code behind the OK button on the form.
Include the SLX Activity Support script.
Use the Application Activity Object to create the activity object.
Save and test the changes in the SalesLogix Client.

Insert an Image from a File on the Contact Form

2008/04/01

This video shows you how to create a new contact form to display a contact's picture. Users should be able to load an image from a file using the OpenPictureDialog control. You will learn how to:

Add a new BLOB field to the database to store the ContactPicture.
Create a new Contact data form.
Add an image control to store an image.
Add a button to allow a user to load an image file from the form using the OpenPictureDialog control.
Bind the image control to the database.
Set the allowed file types.
Save and test the changes in the SalesLogix Client.

Create a Manage Form to Learn about VSSC Performance

2008/04/01

This video shows you how to create manage form with a data grid linked to the Account table. You will also create two buttons and edit boxes to compare elapsed time when populating the data grid with and without VSSC. You will learn how to:

Add a new manage form (Example VSSC) to the project. On the form, add a data grid linking to the Account table.
Add two buttons to call the LoadGrid procedure.
Create a new sub procedure (LoadGrid) to set the grid's recordset to nothing, start the timer, refresh the data grid, and then get the end timer value.
Add a menu item to the Examples menu to launch the form.
Save and test the changes in the SalesLogix Client.

Save Form Data to the Database

2008/04/01

This video shows you how to create a SQL statement script and a DataCommand class to save data to the database from the Add a New Course form. You will learn how to:

Create a VBScript plugin to contain parameterized SQL statements. Also create a SQL INSERT statement using ? for parameters.
Change the AXCloseQuery function to call a Save sub that uses the DataCommand class.
Create a VBScript plugin to contain a DataCommand class.
Save and test the changes in the SalesLogix Client.

Read and Write Text to a File

2008/04/01

This video shows you how to read and write to a text file using the File System Object. You will learn how to:

Review a sample form with some read/write functions.
Explore the controls and properties on the form.
Create a file system object.

Create a Google Maps Application in SalesLogix

2008/04/01

This video shows you how to create a new Account form to display an account's latitude and longitude and a Google map in the More Tabs area. You will learn how to:

Create a new Account form in the Architect with two controls bound to the Lat and Lon fields in the ADDRESS table and a Browser control.
Add an OnChange event to the form that calls the googlemaps.htm file from the Browser control (bwsrGoogle).
Copy the googlemaps.htm file into the SalesLogix installation directory, and then test the customization.

Create a Third-Party Application to Load XML Data into SalesLogix

2008/04/01

This video shows you how to create a VB.NET project to load an XML file with latitude and longitude data for SalesLogix accounts. You will learn how to:

Use the Database Manager to add latitude and longitude fields to the ADDRESS table.
Create a new project in Visual Studio that loads data from an XML file.
After running the project, open SQL Server Management Studio Express to make sure the data uploaded to the database successfully.

Create a Secured Function for the Insert Menu

2008/04/01

This video shows you how to create functionality to automatically enable or disable a menu item based on the active main view. For example, if a user opens the Courses main view, the Insert menu should contain a Course menu item. If the user is not on the Courses main view, the Course menu item will be disabled. You will learn how to:

Create a Secured Function.
Change the Standard Menu (Insert) plugin to reference the secured function.
Add global script to launch the new function.
Add global script to manage the enabled property of the menu item.
Save and test the changes in the SalesLogix Client.

Consume a Business Object .NET DLL in SalesLogix

2008/04/01

This video shows you how to create a business object for the Course table. You will then consume the Course business object DLL from the Add Course form. You will learn how to:

Add a new .NET Class Library (BusinessObjectAdapter) with a new class (CourseAdapter.vb) in Visual Studio.
Add the compiled class library (BusinessObjectAdapter.dll) to SalesLogix.
Save and test the changes in the SalesLogix Client.

Implement Row-Level Security Through a Wrapper

2008/04/01

This video shows you how to create a security wrapper to only show those contacts where the Account Manager is set to the currently logged on user. You will learn how to:

Log on to the SalesLogix Client as Lee, and change Account Manager for Louis Zessner to Samantha Brink.
Create a new Visual Studio project (SLXDemo) and add two VB.NET classes.
Create an XML document that incorporates the SLXDemo DLL and a connection string in the form of a udl file.
Execute the SLXPLuginBuilder.exe and SLXProviderPlugin.exe to implement the security.

Use a CASE Statement in a Calculated Field

2008/04/01

This video shows you how to use Calculated Fields using more complex SQL (Case Statements) as well as SLXProfiler to debug or view your Calculated Fields as they are being queried. You will learn how to:

Explore some of the existing Calculated fields and the new Calculated Field including a CASE statement.
Use the SLXProfiler to attach to a SLX instance and view queries going through the provider.
Discuss how this type of calculated field is "like" a custom property as in the 7.2.X Web client
Use this calculated field to set label properties and checkbox.checked properties.

Consume a .NET DLL in SalesLogix

2008/04/01

This video shows you how to convert the DataCommand class into a .NET class library. You will then modify the Add Course form to use the new DLL to insert a course. You will learn how to:

Review the .NET Class Library (DataAccess) with a class (DataCommand.vb) that your trainer created for you. There are four different functions to manage/execute the SQL statements: ReturnDataReader, ReturnDataSet, ExecuteSQL, and ReturnValue.
Add a new Class Library (DataAdapter) with a new class (DataAdapter.vb) in Visual Studio.
Add the compiled class library (DataAdapter.dll) to SalesLogix.
Save and test the changes in the SalesLogix Client.

Consume a Web Service Using XMLHTTP

2008/04/01

This video shows you how to use a use a Web service to retrieve a sample object using XMLHTTP. You will learn how to:

Add a script to the Update Opportunity Currency form that returns a first and last name when you click the Lookup button.
Save and test the changes in the SalesLogix Client.

Bundle a Project

2008/04/01

This video shows you how to bundle a project. You will learn how to:

Open a project in the Architect.
Include tables, fields, plugins, and other actions in a bundle.

Consume a Web Service Using .NET

2008/04/01

This video shows you how to use a use a Web service to retrieve a sample object using .NET. You will learn how to:

Add a new .NET Class Library.
Add the compiled class library (DotNetForexRates.dll) to SalesLogix and reference the library in the script of the Update Opportunity Currency form.
Save and test the changes in the SalesLogix Client.

Use the SLX SQL Profiler

2008/07/01

This video shows you how to use the SLX SQL Profiler utility to interrogate and optimize SQL statements in the SalesLogix Client. In this example, you will use the utility to better understand how the Virtual Server-Side Cursor (VSSC) sorting works. You will learn how to:

Launch the utility, and run some statements against VSSC (on vs. off).
Use the Query Optimizer.

Use the Legacy Form Converter

2008/07/01

This video shows you how to use use the Form Converter tool to convert legacy Architect forms. You will learn how to:

Open a legacy form in the LAN Architect, and add to a project.
Install the Form Conversion utility.
Run the conversion, and step through the code for recommended changes.

Change Debug Settings (turn off "Always")

2008/07/01

This video shows you how to use each debugging option in the LAN Client; specifically, how to turn off your Debug setting once you set it to "Always." You will learn how to:

Create a sample form with an error in the LAN Architect.
Set the Debugging setting to On Error.
Set the Debugging setting to Always.
Log on the Administrator to turn off the Always setting.
Log on to SQL Enterprise Manager to turn off the Always setting.

Hook into a Change Event on a BlackBerry Control

2009/07/01

This video shows you how to change the value of a control based on the action invoked event from another control on a SalesLogix Mobile form for the BlackBerry. You will learn how to:

Open the BlackBerry Account form in the Mobile Architect.
View the Code Behind and add the following using statements: sage.mobile.ui.controls.CMPEditField, sage.mobile.ui.controls.CMPicklist, sage.mobile.codebinding.FormCodeBehind, net.rim.device.api.ui.Field.
Add an actioninvoke method to change a control based on the focus or changed value of another control.
Build, deploy, and test the changes in the Mobile Client.

Configure the Pocket PC Emulator and Perform a Sync Using ActiveSync

2008/10/02

Configure the Pocket PC Emulator for synchronization. You will learn how to: Connect the Pocket PC device to your computer and simulate a first-time sync.

Configure SalesLogix for the Pocket PC.
Review the navigation options to learn about ways to use they keyboard and mouse to navigate the device, and add a new address for the Abbott Ltd. account.
Open the Device Emulator Manager, cradle the device, and connect the device to your PC using ActiveSync. Perform an incremental sync, and open the LAN Client to view data changes.
Configure customization tools for the Pocket PC.

Add Context Menu Support - Pocket PC

2009/10/01

Add context menu support to a Pocket PC Form. You will learn how to:

Edit the Menu property for the Bank Account grid on the Contacts tab.
Update the client system, compile, deploy, and sync customizations.

Create a One-to-One Relationship - Pocket PC

2009/10/01

Create a new Bank Account form to list bank info. You will learn how to:

Import a table and create a business object..
Open the existing Contact business object, and add code to the object in order to nest the ContactOther business object inside the Contact business object, which creates a one-to-one relationship between Contact and ContactOther.
Add the text fields to the new data grid: IM Address and Preferred Location.
Update the Client System.
Update Client Server/Server Client maps.
Build, deploy, and sync your customizations.

Create a Detail Panel - Pocket PC

2009/10/01

Add a detail panel to display bank account summary information. You will learn how to:

Add a detail panel bound to the BankAccount business object.

Add a Language Statement

2008/10/01

Learn how to add a new language statements manually and by import. You will learn how to:

Add a new language statement manually for both English and English - BlackBerry languages.
Import group of language statements from a CSV file for both English and English - BlackBerry languages.

Create a Designer Database

2008/10/01

Create a Designer database and connection to use for all Mobile customizations. You will learn how to:

Create the Designer database.
Create a connection to the Designer database.

Modify a Mobile User's Master Selection Method

2008/10/01

This video shows you how to modify settings on the Synchronization tab for a Mobile user. You will learn how to:

Create a new user and see how to sync based off a group (All Accounts).
Build a new query and sync based off that query.

Create a Package

2008/10/01

Create a package to transport your customizations from one Designer database to another, as well as to deploy your customizations directly to a Deployment database. You will learn how to:

Create a Designer package for PPC and BlackBerry.
Create a Deployment package for PPC and BlackBerry. Make sure to include required files for deployment.

Create a New Library and Use a Business Object - Pocket PC

2008/10/01

Create a library to display a message box. You will also use the library to use business objects with a library. You will learn how to:

Add a library and update the Client System.
Modify the library class to use a business object.
Modify the Account form to call the new function.
Modify the Account form and add a toolbar button.
Build, deploy, and sync your customizations.

Create a New Navigation Panel

2008/10/01

Create a new navigation panel with a button to launch a message box. You will learn how to:

Create a new navigation panel and add event code.
Update the client system.
Modify the Standard Navigation panel.
Build, deploy, and sync your customizations.

Add a New Form and a New Tab - Pocket PC

2008/10/01

Create a new Bank Account form to list bank info. You will learn how to:

Add a new form and bind it to the BankAccount business object.
Add fields for Bank Name, Account Number, Balance, and Active.
Review the toolbar events and modify the Bank Account form code to support save and cancel functionality.
Add a new tab to the Contact form and add a data grid.
Update the Client System.
Build, deploy, and sync your customizations.

Set Up and Configure a Mobile User

2008/10/01

Create a SalesLogix Mobile user profile for each device to test customizations. You will learn how to:

Create a new connection to the Mobile Administrator.
Create a BlackBerry user.
Create a Pocket PC user.
Create a Smartphone user.

Configure the BlackBerry Simulator

2008/10/01

Set up your environment for BlackBerry-specific customization tasks. Then configure the BlackBerry Simulator for OTA installation and synchronization. Add a test account to verify data synchronzation. You will learn how to:

Remove the signing key from the template that was installed with the Application Architect.
Modify the signature and template files to make sure they are using the correct file versions.
Log on to the Application Architect and build the BlackBerry Client System to create the Client System directory within Inetpub.
Copy the appropriate files for customization to the BlackBerry Client System directory within Inetpub.
Install the BlackBerry Client using OTA.
Configure SalesLogix, and simulate a first-time sync using OTA.
Review the navigation options to learn about ways to use they keyboard and mouse to navigate the device, and add a new address for the Abbott Ltd. account.
Open BlackBerry MDS Services Simulator to simulate a wireless connection, and then open the LAN Client to view data changes.

Add a Menu - BlackBerry

2008/10/01

Add a menu to appear at the top level of the Account form. You will learn how to:

Add the appropriate import statement to the top of the form code.
Add an initialization sub to create an Execute Action menu item that returns a dialog box.
Build, deploy, and sync your customizations.

Create a One-to-One Relationship - BlackBerry

2008/10/01

Import a table from the SalesLogix Evaluation database for use on the Contact form. Then add a tab with a data grid on the Contact form to display the info from the table. You will learn how to:

Import the CONTACTOTHER table and set the primary key to CONTACTID.
Add a table relationship (one-to-one) to make sure the data from the CONTACTOTHER table loads when the Contact record loads.
Update the client system and update client/server maps.
Add the following text fields to the new data grid: IM Address and Preferred Location.
Build, deploy, and sync customizations.

Import a Table and Add Indexes - BlackBerry

2008/10/01

Import a table from the SalesLogix Evaluation database for use on a form. You will learn how to:

Import the BANKACCOUNT table and set the primary key to BANKACCOUNTID.
Add a indexes for AccountNumber, BankName, and ContactID to use as sort fields.
Update the Client System.

Add a New Field to a BlackBerry Form

2008/10/01

Add a new field to the SalesLogix database, and then import it into a SalesLogix Mobile BlackBerry table, and then use the new field on a SalesLogix Mobile BlackBerry form. You will learn how to:

Import the C_Qualification field to the Contact table using the Mobile Architect.
Open a copy of the Contact form, and add the C_Qualification pick list to the form using the C_Qualification field as the bound property.
Update the Client System.
Create a new Deploy connection, and deploy the customizations.
Open the BlackBerry Simulator and perform a sync to download and install new customizations.

Add a Multi-Select Context Menu - BlackBerry

2008/10/01

dd a context menu to the Contacts data grid of the Account form. You will learn how to: Modify the Account form code to handle an update to the contact type.

Change the CanSelect property of the Contacts data grid to allow a user to select an item on the grid.
Add a context menu item.
Build, deploy, and sync your customizations.

Modify the Columns on a Grid - BlackBerry

2008/10/01

Change the display of the Contacts grid shown on the Account form. You will learn how to:

Modify the Account form code of the getShouldProcess method in order to process the postProcess method of the Contacts grid.
Include ContactID (hidden), LastName, and WorkPhone columns in the Contact data grid.
Modify the Account form code postProcess method to concatenate the contact's last name and first name in the Records object.
Test your customizations.

Import a Pick List

2008/10/01

Add a pick list to track a contact's training qualifications. You will learn how to:

Add a C_Qualification field to the Contact table using the Database Manager.
Create a pick list called Qualification.
Import the pick list into the Application Architect.

Add a Detail Panel, Action Bar, and Client Query - BlackBerry

2008/10/01

Create a new Bank Account detail panel. Add an action bar item to the main screen to view all bank accounts. Because every action bar bound to a BlackBerry table must have at least one client query associated with it, create a client query to drive the data access on the Bank Account search grid. You will learn how to:

Bind the form to the BANKACCOUNT table.
Add fields for Active, Account Number, and Modify Date.
Add the new Detail Panel to the Client System.
Add image to Image Manager.
Update the client system with the new image.
Add the Bank Accounts action bar item.
Add a client query to display all bank accounts from the Bank Accounts action bar item.
Add a table lookup to display the associated contact on the Bank Account form.
Update the client system.
Build, deploy, and sync your customizations.

Import a Table and Create a New Business Object - Pocket PC

2008/10/01

Generate a business object and create a new Bank Account form to list bank info. You will learn how to:

Import the BANKACCOUNT table and set the primary key to BANKACCOUNTID.
Generate a business object based on the BANKACCOUNT table.
Add code to the object in order to ensure the business object is embedded in the BusinessObjects and that fast fields work as expected.
Update the Client System.
Update Client Server maps.

Add a New Form and a New Tab - BlackBerry

2008/10/01

Create a new Bank Account form to list bank info. Also, add a tab with a data grid on the Contact form to display bank info for the selected contact. You will learn how to:

Bind the form to the BANKACCOUNT table.
Add fields for Account Number, Bank Name, Balance, and Active.
Add code to the form to populate the Contact ID for the bank account based on the future parent form (Contact).
Add a new tab to the Contact form.
Include the following columns in a new data grid: BANKACCOUNTID (hidden), CONTACT ID (hidden), ACCOUNTNUMBER, BALANCE, and BANKNAME. After you check in the form, verify that all language statements were updated for the English - BlackBerry language.
Update the Client System.
Build, deploy, and sync customizations.

Add a New Field to a Pocket PC Form

2008/10/01

Configure the Pocket PC Emulator for synchronization. You will learn how to:

Import the C_Qualification field to the Contact table using the Mobile Architect.
Open a copy of the Contact form, and add the C_Qualification pick list to the form using the C_Qualification field as the bound property.
Add the pick list to the Client System.
Build and deploy the customizations using the Deploy connection.
Open the Pocket PC Emulator and perform a sync to download and install new customizations.

Configure a Mobile Development Environment

2008/07/01

Install all the components for a Mobile development environment using a custom installer. You will learn how to:

Back up the SalesLogix_Eval database, and then add a SalesLogix connection and a data link.
Run Jasons Mobile Setup v5.1.
Modify environmental variables.
Install Mobile Server and Run the Mobile Platform Setup.
Install the SalesLogix Mobile Administrator.
Install the SalesLogix Mobile Architect.
Install the BlackBerry and Pocket PC Clients.

Use the QlikView Debugger

2008/07/01

This video shows you how to use the QlikView Debugger when creating your own scripts. You will learn how to:

Add a breakpoint to a script, and see how the Debugger handles the code when you run it.
Add error handling statements to your script.

Update KPI Gauges

2008/07/01

This video shows you how to Update KPI Gauges to show trends and goals. You will learn how to:

Log on to QlikView Enterprise, and open the Visual Analyzer QVW.
Add a new KPI Group Gauge.
Add visibility conditions to a control.

Add Non-KPI Data to the DateFacts Table

2008/07/01

This video shows you how to create a sheet object to display the quantity of products installed and the value of all products installed. You will learn how to:

Log on to QlikView Enterprise, and open the Visual Analyzer QVW.
Create a left-join between the ACCPRODUCTS and ACCOUNT tables so that you can load the required fields into the ACCPRODUCTS table that are needed in order to insert data into the DateFacts table.
Load two new fields into the DateFacts table (InstallBaseTotal - calculates the quantity of products installed, InstallBaseValue - calculates the value of the installed products [price x quantity]).
Create a new Relationship Key for the AccProductRelationshipField.
Add the Relationship Key to the Accounts table.
Load sheet objects with data from the two new fields.

Create a New Config Variable

2008/07/01

This video shows you how to create a new Config variable to use in a script. You will learn how to:

Create a new variable from the Config sheet.
Use the variable in the script using if statements and a Let statement to see how you can change the variable at run-time.

Create a New Config Variable for Use in a Hidden Script

2008/07/01

This video shows you how to create a new Config variable to use in a script. You will learn how to:

Create two new Connection variables from the Config sheet.
Modify the connection string User ID and Password values in the hidden script to use the new variables instead of having them hard-coded.

Add a New Table

2008/07/01

This video shows you how to load an existing table from the SalesLogix database into our QVW file and join with a core table. You will learn how to:

Log on to QlikView Enterprise, and open the Visual Analyzer QVW.
Add a new ACCPRODUCTS table joined 1:M off of the ACCOUNT table.
In order to create the relationship, add the alias AccDetailID to ACCOUNTS to join to the ACCPRODUCTS table.

Add a 1:M Table off the Relationships Table

2008/07/01

: This video shows you how to create a sheet to display the vehicles rented by an account. You will learn how to: Log on to QlikView Enterprise, and open the Visual Analyzer QVW. (1:00) Add a new tab with script to load data from the SalesLogix_Eval VEHICLERENTALS and VEHICLES tables. (1:33) Add the Relationship Key to the Accounts table. (3:42) Create a new Relationship Key for the VehicleRelationshipField. (4:35) Create a new sheet, and load sheet objects with data from the new table. (5:54)

Create KPIs off the DateFacts Table

2008/07/01

This video shows you how to add new KPIs to track vehicle rentals and revenue, and update the Territory Summary to show the number of rentals. You will learn how to:

Log on to the SalesLogix Client, and load two new KPI fields: VehicleCount and VehicleRevenue--plus the account managers, their goals, and their date ranges.
Log on to QlikView Enterprise, and open the Visual Analyzer QVW.
Add new variables in the administrator Config sheet to track vehicle revenue.
Add new variables in the administrator Config sheet to track Territory Summary: Rentals and RentalDaysCount.

Load a Chart with Aggregate Data

2008/07/01

This video shows you how to create a chart to show the sum of all payments for a particular account. You will learn how to:

Modify a script to load from a resident (previously loaded) table.
Create a new chart object to display the aggregate data.

Load a Chart with External Data from another Database

2008/07/01

This video shows you how to display payment information in a chart from another database. You will learn how to:

Add the Payment database using SQL Server Management Studio Express.
Log on to QlikView Enterprise, connect to the Payment database, and add fields.
Load the Payments chart with data from the database.

Install Visual Analyzer

2008/07/01

This video shows you how to Install Visual Analyzer, and test the installation in the SalesLogix Client. You will learn how to:

Run the Visual Analyzer installation wizard.
Install the Visual Analyzer bundle and Toolbar bundle, and release plugins to all SalesLogix users.
Test the installation in the SalesLogix Client.

Install QlikView Enterprise

2008/07/01

This video shows you how to install QlikView Enterprise, where you can create customizations for Visual Analyzer. You will learn how to:

Install QlikView Enterprise using the installation wizard.
Log on to QlikView Enterprise, and open the SalesLogix Visual Analyzer QVW file.
Change your connection settings to link to your database.

Create a New Sheet and Chart Object

2008/07/01

This video shows you how to create a chart to display payment information from accounts. You will learn how to:

Log on to QlikView Enterprise, and open the Visual Analyzer QVW.
Add a new tab in the script to load CSV data from a Web site.
Create a relationship between a new table (LoadPayments) and the Account table.
Add a new sheet and sheet object to display payment information.

Create New Sheet Objects

2008/07/01

This video shows you how to add more chart objects on a new sheet to explore other common sheet objects. You will learn how to:

Log on to QlikView Enterprise, and open the Visual Analyzer QVW.
Add the following sheet objects:
- Line/Arrow
- Table Box
- List Box
- Calendar/ Slider
- Statistics
- Bookmark
- Current Selections
- Button

Load a Chart with External Data from More Than One Data Source

2008/07/01

This video shows you how to display payment information in a chart from a variety of data sources. You will learn how to:

In addition to loading the Payments chart with payment CSV data from a Web site, load it with three other external data sources:
- XML data from a file
- XML data from a Web site
- CSV data from a file
- Reload the Payments chart to see the updated data.
- Use some simple SQL to filter a data source from within the script to display payment information after a given date.

Load Fields into the DateFacts Table From a 1:M Table off the Relationships Table

2008/07/01

This video shows you how to add a new sheet object to display vehicle revenue and vehicle count for an account. You will learn how to:

Log on to QlikView Enterprise, and open the Visual Analyzer QVW.
Load the VehicleRental fields into the DateFacts table.
Create new group with data from the two DateFacts fields.
Load a chart with data from the group.

Create a Custom Smart Part

2009/12/28

In this video, you will learn how to create a custom smart part outside of the Application Architect.

Open the SalesLogix Web Client in visual Studio.
Create a new smart part (VB.NET).
Bind controls to an entity property.
Add the files into the Application Architect, and add it to appear in a tab control.
Build and test the form in the Web Client.

Use Client-Side Validation on a Web Form

2009/12/28

This video introduces you to using client-side code. It includes basics you need to know for any client-side user interface manipulation. This video contains two parts:

Part 1: Create an HTML form to understand simple client-side validation code.
Part 2: Use client-side validation on a SalesLogix Web form. Learn how to call client-side code (JavaScript) from a button click, stop the posting of the form, and then decide in code if we would like to allow the form to post. Then we stop the posting of the form, and then decide in code if we would like to allow the form to post. We also see how to use jQuery to traverse the JavaScript DOM to find a page element and adjust the settings of that element to change the text inside a textbox, change the color of a field, or hide or show elements.

Include Your Own JavaScript on Each Page

2009/12/23

This video shows you how to create your own JavaScript file (.js) and include it in a JSB. This process allows the file to be minified and included in a common script on all pages.

Master's Series Video Highlights

2009/12/03

This video shows you clips from a SalesLogix Master's Series course, which includes candid interviews with resident subject-matter experts.

Attend a SalesLogix Master's Series Course free of charge! As long as your company has an active SalesLogix Subscription, you are eligible to attend a Master's Series course for no additional fee.

Master's courses focus on a single topic in a one-day, hands-on, virtual classroom setting. Here's what you get:

Electronic curriculum with step-by-step instructions.
Access to trainer-led recorded videos.
Access to a recorded interview with a resident subject matter expert on the topic.
Live trainer assistance through Web chat and teleconference.
Access to training workstation through WebEx Hands-On Lab.

Visit the Sage University Master's Series page to see upcoming course topics and register!

Update Data Using the SDataSingleResourceRequest

2009/12/02

The SDataSingleResourceRequest is an object within the Sage.SData.Client.dll (client library). It returns an atom entry from the payload. This video shows you how to use a Visual Studio project to load a data grid from a selected resource, and then load individual properties from the contact into text boxes. Update the data in the text boxes.

Interact with an SData Feed

2009/12/02

In order to better understand SData concepts, experiment with a sample SData feed. See how easy it is to access information using SData!

Configure SData with SalesLogix

2009/12/02

This video shows you how to configure SData with a SalesLogix environment. In order to use SData in a SalesLogix environment, you must configure the following settings in IIS:

Disable Windows Integration Authentication.
Insert a new wildcard mapping for your Virtual Directory in IIS.

Explore SData URLs

2009/12/02

Learn how to manipulate an SData URL for SalesLogix. This video shows you how to use a browser interface to retrieve SalesLogix data through an atom feed using SData.

Explore the SData Training Tools

2009/12/02

This video shows you how to use Firebug in conjunction with an SData Query Builder and a POST tool that you can use to assist you during the rest of this course.

Use the SDataService Request

2009/12/02

This video shows you how to work with the SDataService. The SDataService is an object within the Sage.SData.Client.dll (client library). It sets up authentication to use SData with your application. You will learn how to:

Initialize the SDataService with a constructor.
Initialize the SDataService without a constructor using other properties.

Return Data Using the SDataResourceCollectionRequest

2009/12/02

The SDataResourceCollectionRequest is an object within the Sage.SData.Client.dll (client library). It creates an object that can store a collection. This video shows you how to use a Visual Studio project to return a collection of Accounts in a combo box using one item: AccountName. Next, modify the code to return a collection of Accounts in a combo box using two items: AccountName (DisplayMember) and Id (ValueMember). This second option helps you understand the basic constructs for loading into a data grid for future exercises.

Read Data Using the SDataSingleResourceRequest

2009/12/02

Use SData with JQuery

2009/12/02

Let’s explore SData in more detail by working with a project without the client libraries. You might find this useful if you need to create a project using a non-.NET programming language or just to get a deeper understanding of how SData really works.This video shows you how to query the database on row using SData without Client Libraries.

Delete Data Using the SDataSingleResourceRequest

2009/12/02

Insert Data Using the SDataSingleResourceRequest

2009/12/02

Read Data from a Relationship Property

2009/12/02

The Include method returns a payload of a child entity relationship within the parent payload. This video shows you how to use a Visual Studio project to return a payload of a child entity relationship (ShippingAddress) within the parent payload (Contact).

Use the AtomFeedReader to Loop Through a Collection

2009/12/02

Using the SDataResourceCollectionRequest, you can loop through a collection with AtomFeedReader. This video shows you how to use a Visual Studio project to load a data grid from a selected resource, load individual properties from the contact into text boxes, and finally load the contact’s address. Include navigation to move between multiple address records for the contact.

Use an SData Batch Process

2009/12/02

SData supports a batch mode for CRUD operations. In this mode, several operations are submitted together as a single batch request. This video shows you how to use a Visual Studio project to create a new project that lists all accounts. Allow the user to select multiple accounts, and then change the account owner for those accounts. If the user selects more than 5 accounts, roll back the transaction.

Return Data Using the SDataResourcePropertyRequest

2009/12/02

The SDataResourcePropertyRequest is an object within the Sage.SData.Client.dll (client library). It creates an object that can return an AtomEntry or AtomFeed. This video shows you how to use a Visual Studio project to load a data grid from a selected resource.

Use a Button to Select a Check Box

2009/11/01

This video shows you how to tie a check box to an entity. You will learn how to:

Update an entity with a new Boolean (Yes/No) property.
Add the new check box control to the form with a new button control.
Add a CodeSnippet ActionItem to the button to toggle the check box on/off.
Build, deploy, and test the changes in the Web Client.

Querying in SalesLogix: IRepository with SeedValue/SeedProperty

2009/10/13

This video shows you the basic uses of querying SalesLogix Web using IRepository to return a unique result. You will learn how to:

Use IRepository to return 1 result and place the result on a form using the entity property.
Use a code snippet action item to get the current-bound entity.

Querying in SalesLogix: IRepository with Datagrids and Projection Factory

2009/10/13

This video shows you the basic uses of querying SalesLogix Web using IRepository to return data into a data grid. You will learn how to:

Use IRepository to return the top 2 opportunities.
Return data with projections.

Use Source Control in a Single-Developer Environment

2009/09/30

This video is 1 of a 4 part series on source control. The series explores how to create a bare repository, use Git on your own laptop, push and pull changes from a remote repository, and where to go next (Git hub).

In this video, you will learn how to:

Install Git.
Stage and commit changes.

Use Source Control in a Multi-Developer Environment: Developer 2

2009/09/30

This video is 4 of a 4 part series on source control. The series explores how to create a bare repository, use Git on your own laptop, push and pull changes from a remote repository, and where to go next (Git hub).

Create a new directory for local files.
Make a remote connection to the bare directory.
Push/pull changes between Developer 1 and Developer 2 repositories.
Explore additional Git resources.

Use Source Control in a Multi-Developer Environment: Create a Bare Repository

2009/09/30

This video is 2 of a 4 part series on source control. The series explores how to create a bare repository, use Git on your own laptop, push and pull changes from a remote repository, and where to go next (Git hub).

In this video, you will learn how to:

Create a bare repository.
Stage and commit changes to test.

Use Source Control in a Multi-Developer Environment: Developer 1

2009/09/30

This video is 3 of a 4 part series on source control. The series explores how to create a bare repository, use Git on your own laptop, push and pull changes from a remote repository, and where to go next (Git hub).

In this video, you will learn how to:

Create a new directory for local files.
Make a remote connection to the bare repository.

Correlate Two Data Grids on a Single Form

2009/09/17

This video shows you how to add two data grids to a form and have the results of one grid be dependent on the other. You will learn how to:

Add two data grids to a form using the RowSelection column.
Create a business rule to "fake out" the child grid.
Write code to actually fill that child grid when a parent row is selected using the OnRowSelected action item.
Build, deploy, and test the changes in the Web Client.

Use a Checkbox Control on the Web

2009/09/14

This video shows you how to use a Checkbox control on the Web and databind that checkbox control to a new field in the database. You will learn how to:

Create a new field in the SalesLogix Database.
Update your entity to include the new field.
Add a check box to a quick form that is bound to the new field.
Build and deploy the changes to the Client.

Select Child Records for a Particular Parent ID

2009/08/31

This video shows you how to customize the Opportunity Detail form to allow a user to spread the potential value over a given duration. You will learn how to:

Create a new Opportunity_Spread entity and table.
On the OpportunityDetails form, add a code snippet action item. In the code, create a new method to delete the existing spreads in the child table using IRepository and EntityFactory.
Build, deploy, and test the changes in the Web Client.
Review bonus code examples for alternate customization methods.

Boot Camp: Perform an Xcopy Deployment

2009/08/28

This video shows you how to create an Xcopy deployment.

Boot Camp: Modify a Production Deployment

2009/08/28

This video shows you how to modify a production deployment and provides an introduction to testing your deployment outside the Application Architect.

Boot Camp: Test a Deployment Outside the Application Architect

2009/08/28

This video shows you how to test a deployment outside the Application Architect.

Boot Camp: Create a Calculated Field

2009/08/28

This video shows you the quick steps for creating a calculated field and then takes you under the hood to see what files are created/updated in your exported project workspace.

Boot Camp: Create a Custom Property

2009/08/28

This video shows you the quick steps for creating a custom property and then takes you under the hood to see what files are created/updated in your exported project workspace.

Boot Camp: Create a Mashup Data Source

2009/08/28

This video shows you the quick steps for creating a mashup data source and then takes you under the hood to see what files are created/updated in your exported project workspace.

Boot Camp: Add a Project Workspace

2009/08/28

This video shows you how to add a project workspace, create a project back-up, and create a deployment snapshot.

Boot Camp: Create a Business Rule Method

2009/08/28

This video shows you the quick steps for creating a business rule method and then takes you under the hood to see what files are created/updated in your exported project workspace.

Boot Camp: Create and Install a Bundle

2009/08/28

This video shows you how to create a bundle and compare differences during a bundle installation.

Boot Camp: Troubleshoot a Business Rule

2009/08/28

This video shows you the quick steps for troubleshooting a business rule and then takes you under the hood to see what files are created/updated in your exported project workspace.

Boot Camp: Create a Business Rule Event

2009/08/28

This video shows you the quick steps for creating a business rule event and then takes you under the hood to see what files are created/updated in your exported project workspace.

Boot Camp: Create a Nav Item

2009/08/28

This video shows you the quick steps for creating a nav item and then takes you under the hood to see what files are created/updated in your exported project workspace.

Boot Camp: Create a Main View

2009/08/28

This video shows you the quick steps for creating a main view and then takes you under the hood to see what files are created/updated in your exported project workspace.

Boot Camp: Create a Quick Form

2009/08/28

This video shows you the quick steps for creating a quick form and then takes you under the hood to see what files are created/updated in your exported project workspace.

Boot Camp: Create a Relationship

2009/08/28

This video shows you the quick steps for creating a relationship and then takes you under the hood to see what files are created/updated in your exported project workspace.

Boot Camp: Create an Entity

2009/08/28

This video shows you the quick steps for creating an entity and then takes you under the hood to see what files are created/updated in your exported project workspace.

Boot Camp: Create a Data Grid with a Where Clause

2009/08/28

This video shows you the quick steps for creating a data grid with a where clause and then takes you under the hood to see what files are created/updated in your exported project workspace.

Boot Camp: Create a Data Grid

2009/08/28

This video shows you the quick steps for creating a data grid and then takes you under the hood to see what files are created/updated in your exported project workspace.

Create a New Main View for Customer Portal

2009/08/26

This video shows you how to add a new main view to the Sage SalesLogix Customer Portal and limit lookup results. You will learn how to:

Add a new entity page to the Sage Saleslogix Customer Portal.
Configure base - configure base to change the entity type.
Add a smart part (contract details) to the page (MainContent / Detail).
Add a Nav Item to the Sage SalesLogix Customer Portal.
Use the PLUGIN table in SQL Server to add a new group for the client main view.
Use the SalesLogix SQL Profiler to review user security.
Modify the web.config file to add a new CustomerPortalLookupCondition, and then perform an IIS Reset. (Encapsulate the SQL statement appropriately!)
Build, deploy, and test the changes.

Use IRepository with an OR or AND statement in a WHERE Clause

2009/08/22

This video shows you how to use IRepository to return all accounts where the Status is Active OR the Type is Customer. You will learn how to:

Add a new business rule method that returns an object.
Edit the C# Code Snippet to use IRepository to set up the criteria. see examples for both OR and AND statements.
Save and Build the Snippet Library.
Use the business rule as the Get By Method in a Data Source for a data grid control.
Build, deploy, and test the changes in the Web Client.

Display Fields from a 1:1 Table on a Tab

2010/03/18

This video shows you how to create tab under the Contact entity to display fields in a 1:1 table. You will learn how to:

Create a 1:1 entity with a relationship property.
Create a detail quick form with some fields from the new entity.
Add the quick form as a smart part on the tab control of the Contact page.
Build the Web platform, deploy the slxclient, and test the customization in the Web Client.

Create a Custom Smart Part For Use with Client-Side Code

2010/03/02

Create a new smart part for the Product entity that we can use later to show how you might maintain client-side code inside the Application Architect. This video shows you how to:

Create a new detail quick form based off the Product entity.
Add a new main view page for the Product entity.
Create a new nav button to launch the ProductDetails page.
Build the Web platform and deploy, and then identify where to apply validation.

Validate Data on a Custom Smart Part

2010/03/02

Validate input on the client-side for the custom smart part—this time making sure to save the data if validation is successful. This video shows you how to:

Short-circuit the post-back on the Save button.
If FixedCost is left empty, display a message box using Ext JS and change the control’s background color to red using jQuery.
If filled in, change the control’s background color back to white using jQuery.

Create a Custom Project that Spools Dynamic Data from Server to Client

2010/03/02

Experiment with ways to use a dynamic data store—in other words, data that is not already hard-coded into the server-side code. This video shows you how to:

Prepare the project to use SData.
Create the dynamic data store using SData.
Deploy the SData portal, and then test the application.

Use Client-Side Code to Control the Client Post-Back

2010/03/02

This video shows you how to explore the default post-back functionality on a SalesLogix quick form and modify the page code to control the post-back on the client-side.

Explore a JavaScript Library (Ext JS) inside Visual Studio

2010/03/02

Ext JS is a client-side JavaScript Framework used to create cross-browser, rich Web applications. It contains a lot of useful examples that you can incorporate into your SalesLogix customizations. This video shows you how to:

Open the Ext JS library in Visual Studio.
Familiarize yourself with the code in one of the Ext JS examples to make your Ext JS file.

Create a Custom Project that Spools Static Data from Server to Client

2010/03/02

The Ext JS examples keep data and client-side code together. Experiment with ways to separate data from the client-side code—in other words, store data on the server-side, and then spool it out to the client browser before the page loads. This video shows you how to:

Create a new Web site project in Visual Studio.
Move the data store away from the rest of the client-side code, and instead include it as a string in the page_load of the server-side code.

Debug and Make Client-Side Code More Versatile

2010/03/02

explore ways to debug the code, make it reusable for use with other entities, and use it within the Application Architect. This video shows you how to:

Substitute the client-side Control ID with its ASP.NET equivalent.
Experiment with third-party services like JSLint to debug JavaScript code.
Encapsulate the client-side code into a reusable method.
Create a common file for the reusable method, and import necessary files and references into the Application Architect.

Use Client-Side Code to Visually Validate Input

2010/03/02

Validating input on the server-side requires a round trip to the server and back. Explore the options to validate input on the client-side in order to both speed up the process and to visually change the user interface upon validation.This video shows you how to:

Add a new function to perform validation that the Division field cannot be empty.
If left empty, display a message box using Ext JS and change the control’s background color to red using jQuery.
If filled in, change the control’s background color back to white using jQuery.

Add a Dynamic Content Control to a Quick Form

2010/02/04

This video shows you how to use the Dynamic Web Content control on a MultiTab to display a senator’s social network profiles: LinkedIn and Facebook. You will learn how to:

Create a new quick form, and add the MultiTab Control.
Add two Dynamic Web Content controls to the form. Populate the Dynamic URL property with the appropriate social networking URL that references the SalesLogix LinkedInUserName and FacebookUserName properties.
Add the new smart part to the Senator Detail page.
Finally, build the Web platform and deploy the changes to the Client.

Implement Source Control for a Multi-Developer Environment

2010/02/04

This video shows you how to implement source control to support a multiple development environment. You will learn how to:

Create a bare repository to use as a shared, remote repository.
Developer 1: Make a connection to the bare repository and push changes.
Developer 2: Make a connection to the bare repository and fetch changes.
Simulate push/pull between developers in the Application Architect.

Implement Source Control with Git Extensions for SalesLogix

2010/02/04

This video shows you how to implement source control to support a single development environment outside of this training environment using Git Extensions for SalesLogix. You will learn how to:

Install msysgit (Git GUI).
Create a new repository.
Stage a commit.

Implement Source Control Using the Git GUI

2010/02/04

This video shows you how to implement source control to support a development environment outside of this training environment. Explore the process of rescanning and committing changes and using revision history.You will learn how to:

Install msysgit (Git GUI).
Create a new repository.
Stage a commit.

Install a Bundle

2010/02/04

This video shows you how to install a bundle to a new database. You will learn how to:

Using a bundle you created in a previous video, install the bundle to your production database (saleslogix_eval).
Test the changes in the Web site.

Use a MultiTab Control to Display a Sparkline and Timeline Mashup

2010/02/04

Create a new tab on the Account Details view to show a multitab control that displays a timeline and sparkline based on a Twitter feed ticker for the selected account. In this example, we use Abbott Ltd., and use the ticker ABT. You will learn how to:

Add a new mashup that contains 1 query, 1 feed, and 2 select statements.
Test the XML generated by the mashup.
Create a new form with a multitab control to display a Sparkline the Timeline mashups.
Build and deploy the Web site, and then test the new tab.

Export a Project Workspace

2010/02/04

This video shows you how to export the project workspace to a location on your hard drive. You will learn how to:

Create a new folder called C:\VFSLocal.
Export the project workspace to a model, and then open the new project on Application Architect.

Use Redirect with a Business Rule

2010/02/02

This video shows you how to use Redirect in two different ways: One with MainViewEntityMode and MainViewEntityName with UseCurrentID inLink and the other with URL and insert mode.

Use DialogService to Create Save/New Functionality on a Quick Form

2010/02/02

This video shows you how you can hook into the DialogService to add Save/New functionality to a quick form in the DialogWorkpace. We'll use two different approaches: One with a C# code snippet and the otherwith a Code Snippet Action item, and then we'll talk about the differences in each approach.

Setting Up and Using GitHub for Source Control

2010/01/22

This video shows you how to hook a Git repository (your model or VFS) into GitHub for source control. This scenario applies to a SalesLogix multi-developer environment.

Set Focus on a Control

2009/7/23

This video shows you how to set focus to a particular control when a page loads. You will learn how to:

Create a Load Action using [controlname].Focus().
Explore other methods for implementing the same result: Change Action of another Control, inside of script

Querying in SalesLogix: IRepository Basics

2009/10/13

This video shows you the basic uses of querying SalesLogix Web using IRepository. You will learn how to:

Use IRepository to return all opportunities.
Add a sort to the results.
Add a where clause to return opportunities for a particular account.
Create a business rule to return the results.

Reference a DLL through a C# Code Snippet

2009/07/01

This video shows you how to reference a DLL through a code snippet on a Web form to make some action occur. You will learn how to:

Create a C# Class Library in Visual Studio.
In the Application Architect, modify the SalesLogix AccountDetails form to add a new button.
Add a C# Snippet Action Item to the the OnClickAction for the button. Reference the DLL in the Action Item.
Add the DLL to the SupportFiles/Bin folder under the Sage SalesLogix portal.
Build and deploy the portal, and test the changes in the Web Client.

Launch a Crystal Report from a Button on the Web Form

2009/07/01

This video shows you how to use supported JavaScript to launch a Crystal Report from a SalesLogix Web form. You will learn how to:

Install the Reporting Update Bundle for v7.5.1.
Modify the SalesLogix ContactDetails page to add a new button.
Add a ShowReport javascript call to the OnClientClick action.
Build and deploy the portal, and test the changes in the Web Client.

Add the VFS for SP1 and Deploy Core Portals

2009/05/19

This video shows you how to set up your development environment for Sage SalesLogix v7.5 with the Virtual File System (VFS) for Service Pack 1. You will learn how to:

Add the VFS for SP1 to your project workspaces.
Modify the SlxClient portal for development--including how to set up the portal for debugging.

Dynamically Populate an SLXGridView from an External Smart Part

2009/05/04

This video shows you how to use the SLXGridView populated using Sage.Platform Repository and ICriteria on an external smartpart. You will learn how to:

Open the SaleSLogix Web Client in Visual Studio.
Add a new User Control under the SmartParts > Dashboard folder.
Register necessary assemblies and add controls inside an Update Panel.
Add appropriate references and using statements to the .ascx.cs file.
Add code to get the value from the currently selected row in a datagrid and insert the values from that row into unbound control on a quick form.
Add the files to the Sage SaleSLogix Portal in the Application Architect.
Add the new smart part to the Welcome page.
Build, deploy, and test the changes in the Web Client.

Use the OnRowChanged Event action to Get the Values in the Selected Row

2009/05/04

This videos shows you to how to get the value from the currently selected row in a datagrid. You will learn how to:

Set DataKeyNames values for a data grid control.
Create a Select row type for a data grid control with a C# snippet action item to insert the values into an unbound textbox control.
Build, deploy, and test the changes in the Web Client.

Write a Custom Membership Provider

2009/05/04

This video shows you how to write your own membership provider. A custom membership Provider allows you to configure different settings at logon, such as allowing blank passwords in the customer portal, log all logons to the system, and more. You will learn how to:

Review the
Review the Sage.SalesLogix.Web SLXMembershipProvider DLL in .NET Reflector. Copy the code into a new Visual Studio C# Class file.
Modify the ValidateUser method.
Save and build the class, and then copy the DLL into the Web site directory in C:\Inetpub\wwwroot.
Change the web.config file to reference the new membership Provider.
Modify the logging file for the site (log4net.config).
Do an IISreset.

Use a Redirect from a Lookup Control on a Tasklet

2009/03/27

This video shows you how to use Response.Redirect to launch a new Page from a Lookup control's Lookupresultvalue changed event on a tasklet, as well as how to wire a control's change event from a smart part. You will learn how to:

Create a user control in Visual Studio.
Register assemblies in ASCX.
Add a SalesLogix Lookup control to the ASCX file.
Add an event handler in page load.
Add code to redirect in the change event of the control.

Dynamically Populate an SLXGridView on an External Smart Part

2009/03/25

This video shows you how to use the SLXGridView populated using Sage.Platform Repository and ICriteria on an external smart part. This form will appear on the Welcome page with a text box taking criteria to dynamically build the data grid.You will learn how to:

Register Assemblies in ascx file.
Add controls in ascx file a text box and slxgridview.
hook up an eventhandler for the textbox onchange event.
Add code to build the data grid contents using IRepository, ICriteria and ComponentView.

Add a Menu Module to the Application Architect

2009/03/15

This video shows you how to inject your own menu into the Application Architect interface.

Modify the Address Control Based on a Lookup

2009/02/01

This video shows you how to change the value in an Address control and underlying entity.property by selecting from a Lookup control. It also shows you how to use the Lookup control's SeedValue. You will learn how to:

Map SeedValue in databindings to restrict data in a Lookup control to current entity.
Review code to take the Lookup's Resultvalue returned as an object.
Update the Address property with the new selection.

Validate Using an External Assembly

2009/01/19

This video shows you how to validate controls at the entity and form levels using a DLL. You will learn how to:

Using Visual Studio, create a class library, and add the required references.
Add validation code to the class library, and then compile a DLL.
Add the DLL as a reference in the Application Architect.
Choose the Business rule method and Event to use from the DLL within the Application Architect.
Modify the Save with Validation button to call the validation from the external assembly.
Build, deploy, and test the changes in the Web Client.

Create a SalesLogix Workflow that Uses a Custom Activity

2009/01/19

This video shows you how to reuse a custom workflow activity inside a workflow for SalesLogix. You will learn how to:

Create a new Visual Studio Workflow project.
Add project references and set the base class and entity.
Add project references to the AddressChecker assemblies.
Add workflow steps, and then test the solution locally.
Add the workflow to the Application Architect and test the workflow in the SalesLogix Web Client.

Create a Third-Party Application That Uses sData

2009/01/19

This video shows you how to create a third-party application to load data from SalesLogix in a form using sdata. You should also be able to save and delete data from the database. You will learn how to:

Create a new Visual Studio project.
Add project references, variables, and form field.
Include code to load the form, load the combo box based on criteria, save data, and delete data.
Build the solution, and run the application.

Interrogate SalesLogix Web Components

2009/01/19

This video shows you how to interrogate the account entity and its related pages, quick forms, and business rules to better understand the underlying DLLs and built-in functionality. You will learn how to:

Interrogate a page.
Interrogate a quick form.
Interrogate a business rule.
Interrogate a quick form toolbar.
Interrogate a smart part.

Configure Process Orchestration

2009/01/19

This video shows you how to configure process orchestration in a Web environment. You will learn how to:

Map a SalesLogix admin user to your Windows WebDLL user.
Modify the Directory Security settings in IIS for ProcessHost.
Insert a new wildcard mapping for your Virtual Directory in IIS.
Start the service, and run the process host to verify it's working.
Build assemblies in the Application Architect.
Add the Sage Workflow Toolbox in Visual Studio.

Create a Custom Workflow Activity

2009/01/19

This video shows you how to create a workflow Activity for reuse in a SalesLogix workflow project. You will learn how to:

Create a new Visual Studio Workflow project.
Create a custom AddressChecker Activity.
Create a GeoCoderCaller project to test the custom Activity.
Build and test the solution locally.

Add a Dynamic Web Content Control to a Quick Form

2009/01/19

This video shows you how to Use the Dynamic Web Content control to display a contact's LinkedIn profile. You will learn how to:

Create a new quick form, and add the MultiTab Control.
Add the new smart part to the Senator Detail page.
Finally, build the Web platform and deploy the changes to the Client.

Create a Goal-Driven Process

2009/01/19

This video shows you how to add a goal workflow that adds provides a tasklet to start an initial e-mail and phone call, and a follow-up e-mail and phone call. You will learn how to:

Create a new Visual Studio Workflow project and add SalesLogix project references.>
Set the base class and entity.>
Create the goal workflow, build and test the solution, and add the files to the Application Architect.>
Add a tasklet to the Sage SalesLogix portal.>
Test the workflow in the SalesLogix Web Client.

Manually Create a Custom Portal

2009/01/18

This video shows you how to remove features of the out-of-the-box SalesLogix Web Client that you may not want to use. You will learn how to:

Copy a portal and modify the original portal references.
Customize the included entities (remove references and files).
Delete extra support files.
Open and test the new portal in a Web browser.
Add multiple tabs (pages) to the control.
Deploy core portals, and compare it to the custom portal.

Create a Custom Portal Levl Module

2009/01/18

This video shows you how to use a security role to execute a module at the portal level to determine menu options based on logged on user. You will learn how to:

Create a C# class library in Visual Studio that builds a menu based on the users type.
Add the .dll to the Sage SalesLogix portal SupportFiles.
Add the code to the Sage SalesLogix portal modules.
Build and deploy, and then test the changes.

Create an Entity-Interceptor

2009/01/18

This video shows you how to create an entity-interceptor to prevent a user from deleting a primary address from the Details area of the Contact Detail view. You should also be able to save and delete data from the database. You will learn how to:

Create a new class library in Visual Studio.
Add project references and the business rules to throw an error if the user tries to delete the primary address description or delete the primary address.
Build the solution and modify the XML files, and then test the functionality within the SalesLogix Web Client.

Use Named Queries and HQL to Display a Twitter Feed in a Custom Tasklet

2009/01/18

This video shows you how to understand when and how to use the different querying languages within the SalesLogix Client. You will learn how to:

Add a Contact field to the SalesLogix Database for TwitterUserName Update the Contact entity in the Application Architect.
Open the SalesLogix site in Visual Studio.
Create a custom tasklet that uses HQL to obtain a Twitter feed in JSON format to display the latest tweets from a contact.
Add the files to the Application Architect as SupportFiles and as a Tasklet a smart part.
Build, deploy, and test the changes in the SalesLogix Web Client.

Compare Different Querying Methods: Mashup Data Source

2009/01/18

This video shows you how to use different querying methods to return data in the SalesLogix Web: Mashup datasource. You will learn how to:

Create a new mashup with query, select, and aggregate boxes to display account products and quantity.
Create a quick form with a data grid to display results from the mashup's data source.
Build, deploy, and test the changes in the SalesLogix Web Client.

Compare Different Querying Methods: IRepository, NHibernate ICriteria, NHibernate HQL

2009/01/18

This video shows you how to understand how to use different querying methods to return data in the SalesLogix Web: IRepository, NHibernate ICriteria, NHibernate HQL. You will learn how to:

Create the Class Library with three querying methods.
Add the Class Library to the Application Architect.
Add the external business rules for the three methods.
Create an account quick form to display the three different methods in a data grid that you can switch between in a radio group.
Add the AccountCompareQuery as a smart part to the AccountDetail page.
Build, deploy, and test the changes in the SalesLogix Web Client.

Use Sage.Platform to Query Data

2009/01/18

This video shows you how to understand when and how to use Sage.Platform to query data in the SalesLogix Web. You will learn how to:

Add an account quick form called AccountSLXQuery that uses IRepository as an OnClick on a button.
Add a relationship between Account and Products.
Add the AccountSLXQuery as a smart part to the AccountDetail page.
Build, deploy, and test the changes in the SalesLogix Web Client.
Open the code in Visual Studio to explore additional other IRepository properties.
Add save and delete functionality to the form.

Create a Custom Tasklet Bound to an Entity

2009/01/18

This video shows you have to create a custom tasklet that is bound to an entity and manage record navigation change in server side code. You will learn how to:

Create an ASCX/CS file in Visual Studio. Add Scriptmanagerproxy tag and update panel with controls to the ASCX file.
Add JavaScript to get a Google Map.
Create a CS file.
Review what methods and properties are required when using EntityBoundSmartPartInfoProvider.
Use ScriptManager.RegisterStartupScript.
Update a panel server side.

Simulate Working on a Multi-Developer Project

2009/01/18

This video shows you how to simulate a multi-user environment using Source Control. You will learn how to:

Use Visual SourceSafe to explore an environment with one administrator and 2 developers.

Enable Logging

2009/01/18

This video shows you how to enable logging for Process Orchestration to help you debug during development. You will learn how to:

Open the log4net.config file for Process Orchestration.
Run a process to see the output of the log file. Set up logging for the SalesLogix Client and view the Even Viewer.

Use the MultiTab Control

2009/01/18

This video shows you how to use the MultiTab control on a form. You will learn how to:

Add a MultiTab control to a quick form.
Add multiple tabs (pages) to the control.

Add Toolbar Functionality to a Quick Form

2009/01/18

This video shows you how to add functionality to save details of a quick form, delete a detail record, and add a group navigator. You will learn how to:

Modify the SenatorDetails quick form to add a Group Navigator, a Save button, and a Delete button using built-in business rules.
Finally, build the Web platform and deploy the changes to the Client.

Add a Lookup Control to a New Entity

2009/01/18

This video shows you how to add functionality to lookup the available senators, for example. You will learn how to:

Create a new entity and table.
Modify entity properties and String Expression.
Create a new 1:M relationship manually (not using the Entity wizard).
Update a quick form with a lookup control.
Build the Web platform and deploy changes.

Create an Entity Filter

2009/01/18

This video shows you how to create a filter for an entity. You will learn how to:

Create a filter by range.
Create a filter by user lookup.
View the resulting XML.

Use a MultiTab Control to Display a Sparkline and Timeline Mashup

2009/01/18

This video shows you how to create a new tab on the Account Details view to show a multitab control that displays a timeline and sparkline based on a Twitter feed ticker for the selected account. In this example, we use Abbott Ltd., and use the ticker ABT. You will learn how to:

Add a new mashup that contains 1 query, 1 feed, and 2 select statements.
Test the XML generated by the mashup.
Create a new form with a multitab control to display a Sparkline the Timeline mashups.
Add the new smart part to the AccountDetails page as a tab.
Build and deploy the Web site, and then test the new tab.

Add an Add/Edit Form to the Senators Tab

2009/01/18

This video shows you how to add functionality to a quick form that displays in the Tab Area. You will learn how to:

Create a new AddEditAccountSenator quick form with a lookup to Senator First and Last Name.
Add an Edit and Delete link to the AccountSenator quick form.
Add an Add button to the AccountSenator quick form.
Link the AddEditAccountSenator quick form to the AccountDetail page in the Sage SalesLogix portal.
Finally, build the Web platform and deploy the changes to the Client.

Add a New Insert Menu and Insert Quick Form

2009/01/18

This video shows you how to add functionality to allow users to add new Senator associations. You will learn how to:

Add a new InsertSenator quick form, and add a Save button to the form using built-in business rules.
Add the smart parts to the Sage SalesLogix portal.
Add a new entity page for InsertNewSenator.
Add a new Senator menu item to the New menu.
Finally, build the Web platform and deploy the changes to the Client, and add an All Senators group.

Access sData Entities from a Third-Party Application

2008/08/01

This video shows you how to create a third-party application that uses sData. You will learn how to:

Generate sData feed for an entity and deploy.
Disable the Integrated Windows Authentication security for the Process Host and sData virtual directories.
Generate an ATOM feed.
Create a C#.NET application to use the feed.

Configure Process Orchestration

2008/08/01

This video shows you how to set up Process Orchestration in the Application Architect and IIS. You will learn how to:

Create a new deployment and portals.
Review Web site settings in IIS.
Edit Process Host directory security.
Configure a new Extension Mapping.
Configure Application Pool Identity.
Use Windows Support Tools to tie a user to an account.
Past SSID into the USERINFO table.

Create a Mashup to use with HQL

2008/07/01

This video shows you how to create a Google Maps Mashup using json format and HQL from within an external ascx file. You will learn how to:

Tie an external ascx file to an entity.
Create a namedquery using HQL.
Load a named query as json.
Tie the changes to the Application Architect.

Add a Sparkline to the Welcome Page

2008/07/01

This video shows you how to use Sparklines as a gadget on the Welcome page. You will learn how to:

See an overview of the customization and review the available Sparkline types: smooth, bars, and discrete.
Create a named query to use in the service using Hql.
Retrieve the query on the Client side in the ascx file (and explore some debugging tips).
Create a data array from the named query result and turn it into a string.
Create the image(s) to display the data.
Summarize the code steps for the Sparkline.
Add the ascx page as a smart part to the Sage SalesLogix portal.
Add the smart part to the Welcome page as a Dashboard Workspace.
Build and deploy, and then test the changes.

Use Web Services with sData

2008/07/01

This video shows you how to use Web Services to provide data transfer over the Web using RESTful architcture (sData). You will learn how to:

See an overview of the customization scenario: update a contact's fax number in the SalesLogix database from a third-party application running off-site.
Make entities available for sData Feed.
Deploy the sData Integration Host portal, and view the adapters.
Explore an entity adapter in XML form to view available properties.
Create a new Visual C# project (.NET v3.5).
Explore SalesLogix namespaces and declare private objects required for the customization example.
Review the form code and digest authentication.
Review the string result and sample query.
Remove unicode preamble and review the remaining form code.
Run the application to test the changes.

Launch a Dialog as a Pop-Up Smart Part from an Entity Page

2008/07/01

This video shows you how to open a dialog from a button click to pop up as a smart part from an entity page. You will learn how to:

Create a form for the dialog, and save and build.
Add the new form as a smart part to the AccountDetails page.
Add a control to the AccountDetails form and modify the OnClickAction properties.
Deploy and test changes.

Create a Mashup and Use it in a Timeline Control

2008/07/01

This video shows you how to open a dialog from a button click to pop up as a smart part from an entity page. You will learn how to:

Backup VFS (new).
Manually copy an existing Mashup.
Understand the parameters and fields that make up a Mashup.
Create a new smart part to contain the Timeline.
Add the Mashup to the TimeLine Properties.
Build and deploy and test changes.

Re-add a Deleted Business Rule or Event

2008/07/01

This video shows you how to add a business rule or event that you may have accidentally removed. You will learn how to:

View the Sage.SalesLogix.BusinessRules.dll in Reflector.
Add a method as an external assembly from the Sage.SalesLogix.BusinessRules.dll in the Application Architect.

Back-Up and Restore a VFS

2008/07/01

This video explores the capability to back up your Virtual File System, and then to restore from those backups. You will learn how to:

Identify the differences between backing up VFS and Snapshots.
Back up a project.
Locate and unzip the backup.
Deleting items from your VFS (for training purposes only.
Explore the project recycle bin.
Restore a VFS from backup.
Verify the restore.

Use a Deployment Snapshot

2008/07/01

This video explores the deployment snapshot capabilities added in version 7.5. We look at creating a snapshot and utilizing it to overwrite production. You will learn how to:

Check out the Deployment Explorer.
Create a Deployment Snapshot.
Check out the new snapshot in Deployment Explorer.
Deploy from a snapshot.

Create a Mashup to use with GoogleMaps

2008/07/01

This video shows you how to create an Application Architect Mashup, create a GoogleMap Mashup with an XML file, and modify the workspace. You will learn how to:

Create an Application Architect Mashup.
See Mashup output as xml.
Create an external ascx file.
Load Mashup xml items.
Tie it to the Application Architect.
Add the Mashup to welcome page.

Populate Labels with Values from a Lookup

2008/07/01

This video shows you how to make a selection from a lookup and populate labels with values from the selected record (unbound) and use a business rule to update properties in the current Entity (bound). You will learn how to:

Create a label on a form.
Go into the onChange event of a lookup control and set a C# snippet, referencing the new label.
Deploy and test changes.

Add a Validation Indicator to a Quick Form

2008/07/01

This video shows how to create a validation indicator and prevent submit if validation fails. This is an advanced topic that requires you to modify an exported VFS outside of Application Architect. You will learn how to:

Modify StyleScheme property on control.
Change css file.
Modify the control template file (vm file).

Add Validation at the Entity Level

2008/07/01

This video shows how to add validation at an entity level. For example, make a control required so that no matter on what form that control exists, the event will still apply. You will learn how to:

Open an event on an entity in .NET Reflector.
Add a new business rule step to the event.
Add appropriate Using statements to the code.
Sage, build, deploy, and test.

Create a Mashup with a Timeline Visualization Control

2008/07/01

This video shows you how to create a mashup and then how to use this mashup in a timeline. You will learn how to:

Create a mashup and review mashup properties.
Add processors to a mashup.
Add items to a Select processor for use in a Timeline control.
Test the XML created from a mashup in the SalesLogix Client.
Create a new form with a timeline control.

Bind an External Smart Part (ascx file) to an Entity

2008/07/01

This video shows you how to bind your external smart part (ascx file) to an entity. You will see the basic methods and properties that your ascx file must contain to accomplish this task. You will learn how to:

Add external ascx file and associated cs file.
Review the ascx file.
Review the code in the cs file to see basics of binding external ascx to entity.

Create Form-Level Validation on Form Controls

2008/07/01

This video shows you how to create form-level validation of controls by using the StyleScheme property in a way not originally intended. By setting this property to ValidationGroup or RequiredFieldValidator, your changes are sent to the VM template file to create new ASP tags. You will learn how to:

Use the StyleScheme property to hold what will become asp tags such as ValidationGroup or RequiredFieldValidator.
Modify Resource file on each quick form to have ValidationGroup name.
How to modify the VM template file.
Modify the Onchange action for a control using page.validate to validate the page in code and page.

Create a Lookup that has a Seed Value from another Control

2008/07/01

This video shows you how to create a lookup that has a seed value from another control so that a lookup returns only the contacts associated with the current account. You will learn how to:

Create a new quick form with a lookup
Set the SeedProperty.
Set the SeedValue and map it to a field.
Save, add the smart part to a page, build, and deploy.

Get and Set a Value in a DateTime Control from the UI

2008/07/01

This video shows you how to get and set a value in a datetime control. You will see that getting the value can be read off the User interface (UI), but setting the value will be done at the entity.property level. You will learn how to:

Add controls to Application Architect.
Get Date code.
Set Date code.

Determine if the Logged On User is a Manager

2008/07/01

This video shows you how to determine if the logged on user is a manager by using the SLXUserService to get the user object. You will learn how to:

Set up quick form for example with button control.
Review code Onclick action using SLXUserService to get a user object and determine type.

Troubleshoot a Business Rule

2008/07/01

This video shows how to troubleshoot a business rule that does not delete--even though you deleted it from the Application Architect. You will learn how to:

Create a business rule.
See the build error in business rule, and delete the business rule.
Review steps for troubleshooting the error.
Delete it in the Application Architect, and then try a CTRL + Build.
Delete the file from Sage Platform Output, and then try a CTRL + Build.
Export the VFS and see if the file exists under the entity; if it does, delete it.

Create a Mashup and Use it in a Sparkline Control

2008/07/01

This video shows you how to create a Mashup using data from an entity as well as from an RSS feed, and then mashing them up into a Sparkline Control. You will learn how to:

Review an RSS Feed example.
Explore Sparkline Control and its parameters.
Add a New Mashup.
Use Query Control within a Mashup.
Use feed control within a Mashup.
Debug the Mashup.
Add links between Controls in a Mashup.
View the XML for a Mashup.
Explore Replace vs. Append.
Add a new User Control to place the Sparkline
Access the Mashup via $.get (using jQuery and Javascript).
Add the smart part to your portal.
Adding the smart part to your Welcome page.

Process Orchestration: Create a Goal-Driven Process

2008/10/01

This video will show you how to create a goal driven workflow as well as how to enable the Goals Tasklet and a common development issue resolution. You will learn how to:

Create new project.
Create a deployment.
Add the tasklet.
Troubleshoot common issues with goal driven workflow.

Process Orchestration: Sending E-mail from the Network Client

2008/10/01

This video will show you how to send e-mail from a Process and that running a process enables Network Client users to see that process work as well! You will learn how to:

Review the workflow and e-mail code.
Check the process on the Web.
Verify that the e-mail that was sent.
Run the process from the LAN Client.

Process Orchestration: Create Sequential Workflow

2008/10/01

This video will show you how to create a sequential process and implement it on the Web. We use a policy, a code snippet and create a to-do based off of an entity change. You will learn how to:

Create new project in Visual Studio .NET 2008.
Add references.
Change the base type.
Add toolbox items.
Create a to-do.
Manually deploy.
Updating Application Architect.
Check changes on the Web site.

Process Orchestration: Set Up Process Host

2008/10/01

This video will show you how to ensure Process Host is configured properly and how to implement a process assembly (DLL). You will learn how to:

Check IIS settings.
Log on to http://localhost/processhost/processmanager/registeredprocesses.
Set up the WEBDLL user in the SalesLogix administrator.
Addthe assembly to the Web site and edit configuration files.
Check the Web site to ensure it worked.
Put it all back into Application Architect for future deployment.

Create a Development Database

2008/09/01

This video shows you how to create a back up of a SalesLogix Evaluation database, and then restore it under a new development name for testing. You will learn how to:

Use the SQL Server Enterprise Manager or SQL Server Management Studio Express to create a back up of your production database.
Restore the database under a new name.
Open the Connection Manager, and create a new connection to the development database.
Create a new data link using the new connection, and log onto the Application Architect.

Back Up and Restore the VFS

2008/09/01

This video shows you how to backup and restore the VFS when working in the development environment. You will learn how to:

Back up the VFS, and then open the exported zip file to see what the backup looks like.
Delete an entity, and then restore from the backup to see how the restore works.

Export the Virtual File System

2008/09/01

This video shows you how to export the Virtual File System (VFS) to a location on your hard drive. You will learn how to:

Create a new folder called C:\VFSLocal.
Export the VFS, and open the new project.

Add Print Functionality to a Page

2009/01/19

This video shows you how to allow users to link to a printer-friendly version of a Detail view. You will learn how to:

Add a Print button to a quick form.
Add a new entity page for the print preview using the Dialog.master template.
Build and deploy the changes to the Client.

Add a Dynamic Web Content Control to a Quick Form

2009/01/19

This video shows you how to Use the Dynamic Web Content control to display a contacts LinkedIn profile. You will learn how to:

Create a new quick form, and add the Dynamic Web Content control to the form. Populate the Dynamic URL property with a LinkedIn URL that references the SalesLogix WebUserName property.
Add the new smart part to the Contact Detail page.
Build the Web platform and deploy changes.

Modify a Deployment

2009/01/18

This video reviews the deployment settings in the Application Architect. You will learn how to:

Open the Sage SalesLogix portal and edit the Core Portals deployment.
Change the Virtual Name, and then build the Web platform and deploy the site.
Log on to the Web Client and review how the deployment files appear in IIS.

Use JavaScript to Display a Confirmaiton Dialog Box

2009/01/18

This video will show you how to use javascript client side code to display a confirmation dialog of OK/Cancel, take the results and place the results in a hidden textbox, and then make use of the results from C# server side code. You will learn how to:

Create confirm dialog box in javascript place results in hidden text box.
Use C# to retrieve results from hidden text.

Deploy the Customer Portal

2009/01/18

This video shows you how to deploy the Customer Portal to your development server. You will learn how to:

Deploy the Customer Portal Web site.
Grant Web access to a contact.
Test the Customer Portal Web site.

Create a Mashup with a Timline

2009/01/18

This video shows you how to create a new tab on the Account Details view to show a timeline representation of all the associated senators and the date they were associated with a selected account. The link and icon color in the timeline should correspond to the senator's political affiliation: democrat (blue), republican (red), other (green). You will learn how to:

Add a new SenatorTimeline mashup that contains 1 query and 1 select statement.
Build and deploy all targets in the core portal, and then test the XML generated by the mashup.
Create a new form with a timeline visualization control that uses the new SenatorTimeline mashup.
Add the new smart part to the AccountDetails page as a tab.
Build and deploy the Web site, and then test the new tab.

Validate Form- and Entity-Level Data

2009/01/18

This video shows you how to create a new tab to only show active senators. You will learn how to:

Create a new business rule (GetActiveSenators) that only returns senators with an Active status set to True.
Create a new quick form with the new GetByMethod in a data grid (created manually) to display in More Tabs.
Add the smart part to the Account Details page.
Build and deploy the changes to the Client.

Audit an Entity

2009/01/18

This video shows you how to add functionality to allow users to track the historical changes to the fields on a Detail view. You will learn how to:

Add a new history entity in the Application Architect.
Add a new 1:M relationship between the main entity and new history entity.
Audit the Senator entity, and assign the new history table to the entity.
Create a History quick form to show the CreateUser, FieldValue, OldValue, and NewValue, and then create a smart part for the form.
Add a quick form as a new smart part to the Senator page.
Add a confirmation message to the Save button on a quick form.
Build and deploy the changes to the Client.

Add Dependencies Between Cotrols

2009/01/18

This video shows you how to add functionality to automatically update or hide one control based on the changes to another control. You will learn how to:

Add an action item to change an e-mail address domain of an E-mail control whenever the Web site address domain changes of a URL control.
Add a new check box control to indicate whether or not a contact has a Web site address. Then, add an action item to hide the Web site control whenever the Has Web site? control is cleared.
Build and deploy the changes to the Client.

Add a Person Name Control

2009/01/18

This video shows you how to allow users to click inside a name control, and set the Prefix, First, Middle, Last, and Suffix. You will learn how to:

Add a Person Name control to a quick form, and map the appropriate control properties (databindings).
Build and deploy, and test the changes in the Client.

Add an Add/Edit Form to the Senators Tab

2009/01/18

This video shows you how to add functionality to a quick form that displays in the Tab Area. You will learn how to:

Add an AddEdit quick form.
Add Edit and Delete links to a data grid. Add the AddEdit smart part to the AccountDetail page.
Build and deploy the changes to the Client.

Include Add Functionality on a Quick Form

2009/01/18

This video shows you how to add functionality to allow users to add new Senator associations. You will learn how to:

Modify the toolbar for a quick form to include an Add button.
Add a Lookup control to a form.
Build and deploy the changes to the Client.

Add a New Insert Menu and Insert Quick Form

2009/01/18

This video shows you how to reuse a Detail form by hiding the navigation to become an Insert form. You will learn how to:

Modify a quick form to add a LoadAction for Insert.
Add a new entity page for InsertNewSenator.
Add a new Senator menu item to the New menu.
Finally, build the Web platform and deploy the changes to the Client.

Create a Log File and Debug SalesLogix Code in Visual Studio

2009/01/18

This video shows you how to use events to create a log file and debug code in Visual Studio. You will learn how to:

Create a shared log directory.
Modify the Account OnAfterUpdate event to create a log file that lists the account names that are updated.
Build the Interfaces and Web Platform, and test changes.

Modify a Master Page

2009/01/18

This video shows you how to create a new master page, and apply it to the Account view in the Web Client. You will learn how to:

Open the SalesLogix Web site in Visual Studio.
Create a master page that uses a new style sheet, image, and welcome text.

Create a Third-Party Application to Load SalesLogix Data into the Database

2009/01/18

This video shows you how to create a new VB.NET project to load an XML file with latitude and longitude data for SalesLogix accounts. You will learn how to:

Use the Database Manager to add latitude and longitude fields to the Address table.
Update Address properties with latitude and longitude.
Create a new project in Visual Studio that loads data from an XML file. This project should connect into the SalesLogix database using SLXOLEDB.1 and SData.
Test to make sure the data uploaded to the database successfully.

Add a Tab for Google Maps

2009/01/18

This video shows you how to use an account's latitude and longitude to add a Google Maps tab to display a map for an account's address. You will learn how to:

Update Address properties with latitude and longitude.
Modify the LoadActions for the form. Add a GoogleMaps.ascx file page reference, and deploy the changes.
Add code to retrieve the latitude and longitude, and display them on the GoogleMaps.ascx page.
Using the Google Maps API, add the Google Maps functionality to the page.
Test the changes in the SalesLogix Web Client.
Link the GoogleMaps.ascx and GoogleMaps.ascx pages created in Visual Studio into SalesLogix.

Add a Pick List Control to an Existing Entity

2009/01/18

\This video shows you how to add a new controls to a quick form. You will learn how to:

Update an entity with a new property.
Add and remove rows/columns to a quick form.
Build interfaces.
Add a new pick list control to a quick form and bind the control.
Change the control properties.
Build the Web platform and deploy changes.

Tie a Business Rule to an External Entity

2009/01/18

This video shows you how to create a DLL in Visual Studio, and then use it as a business rule within the Application Architect. You will learn how to:

Create a C# class in Visual Studio to obtain the latitude and longitude of an account using a Web service.
Add a business rule in the Application Architect based on an external assembly that uses the GetGeoCodeByAccount method you created in Visual Studio.
Display latitude and longitude values to call the business rule from a quick form.
Add the new smart part to the Account Detail page.
Test the changes in the SalesLogix Web Client.

Debug SalesLogix Code in Visual Studio

2009/01/18

This video shows you how to use Visual Studio to explore debugging basics with SalesLogix code. You will learn how to:

Open the SalesLogix Web site in Visual Studio.
Practice debugging techniques such as stepping through code, adding objects to the Watch window, and checking variables.

Create a Bundle

2009/01/18

This video shows you how to bundle your customizations. You will learn how to:

Use the Bundle Model to add bundle items and actions based on a change date.
Save the bundle.

Install a Bundle

2009/01/18

This video shows you how to install a bundle to a new database. You will learn how to:

Install a bundle to your production database.
Test the installation.

Add Save and Delete Functionality to a Quick Form

2009/01/18

This video shows you how to add functionality to save details of a quick form, as well as delete a detail record. You will learn how to:

Modify a quick form to add Save and Delete buttons using built-in business rules.
Use actions.
Build the Web platform and deploy changes.

Add a Link Column to a Data Grid

2009/01/18

This video shows you how to add functionality to link the Detail view from a column in a data grid. You will learn how to:

Add a link column to a quick form.
Build and deploy the changes to the Client.

Add a Group Navigator

2009/01/18

This video shows you how to use the Group Navigator control to allow users to scroll through Detail records. You will learn how to:

Add a Group Navigator to scroll through Detail records.
Build the Web platform and deploy changes.

Enhance a Data Grid by Using a Calculated Field

2009/01/18

This video shows you how to use a calculated field to display two data grid columns in one field. You will learn how to:

Add a calculated field using the Database Manager.
Update an entity with the new calculated field.
Modify a quick form with a data grid to use the new calculated field.
Build the Web platform and deploy changes.

Add a New Quick Form to a Page

2009/01/18

This video shows you how to track the senators with which your accounts are associated, for example, by adding a new Senator quick form that appears in the Tab Area of the Contact Detail view. You will learn how to:

Create a new M:1 parent and 1:M child relationship.
Create a new quick form with a data grid to list senator information.
Add the new smart part to the Accounts page.
Build the Web platform and deploy changes.

Use a Property Code Snippet (Custom Property)

2009/01/18

This video shows you how to create a custom property. You will learn how to:

Create a custom property to track the number of days a senator has been associated with an account.
Display the property as within a data grid and as a text box on a quick form.
Build and deploy the changes to the Client.

Add a Lookup Control to a New Entity

2009/01/18

This video shows you how to add functionality to lookup the available senators, for example. You will learn how to:

Create a new entity and table.
Modify entity properties and String Expression.
Create a new 1:M relationship manually (not using the Entity wizard).
Update a quick form with a lookup control.
Build the Web platform and deploy changes.

Implement Source Control

2009/01/18

This video shows you how to implement source control to support a development team environment. This example uses Microsoft Visual SourceSafe 6.0. You will learn how to:

After exporting the VFS, add the files to VSS.
Check out a file, make some sample changes in the Application Architect, and then review the differences in VSS.

Bind an External Smart Part to an entity

2009/01/18

This video shows you how to use an external smart part, bind it to an entity, and obtain an entity property (latitude and longitude) through code to display a map for an account's address. You will learn how to:

Add a GoogleMapsEntity.ascx file page reference, and deploy the changes.
Add code to the external page to retrieve the latitude and longitude by going through the Account.Address.Lat or Account.Address.Lon (entity.childrelationship.property).
Using the Google Maps API, add the Google Maps functionality to the page.
Test the changes in the SalesLogix Web Client.

Compare Bundle Differences

2009/08/28

This video shows you how to compare Web bundles.

Use .NET Reflector

04/012009

This video shows you how to use .NET Reflector to explore SalesLogix DLLs and assemblies used for Web and LAN written in .NET. You will learn how to:

Download the .NET Reflector utility.
Open the SalesLogix components in the utility.
Explore Sage SalesLogix Entities in the utility.
Explore DLLs from the LAN applications.
Explore DLLs from third-party applications.

Create Dependent Pick Lists

2009/04/01

This video shows you how to enable functionality to only allow certain users to delete a senator record. You will learn how to:

Create a new pick list in the Administrator.
Add pick lists to a quick form in the Application Architect.
Modify the load actions of the form.
Build and deploy the changes.

Export the Virtual File System

2009/04/01

This video shows you how to export the Virtual File System (VFS) to a location on your hard drive. You will learn how to:

Create a new folder called C:\VFSLocal.
Export the VFS, and open the new project.

Create a New Deployement

2009/04/01

This video shows you how to create a new deployment for customization and testing purposes. You will learn how to:

Manually add a new Web site in IIS.
Add a new deployment to the Sage SalesLogix portal.
Deploy the development Web site, and log on to the development Web Client to test for errors.

Deploy the Sage SalesLogix Customer Portal

2009/04/01

This video shows you how to deploy the Customer Portal. You will learn how to:

Deploy the Customer Portal Web site.
Grant Web access to a contact.
Test the Customer Portal Web site.

Add an Event Based off a Security Role

2009/04/01

This video shows you how to enable functionality to only allow certain users to delete a senator record. You will learn how to:

Create the security role.
Assign users to the security role.
Create a business rule based on the security role.
Add an assembly to code snippet library.
Use validation business rule.

Bind a Radio Group to an Entity

2008/04/01

This video shows how to bind an entity to a radio group. (These steps would also apply to a combo box.) You will learn how to:

Create business rule using IRepository and FindAll method.
Create a data source that references the business rule.
Create a radio group and bind to data source.

Add a Pick List Control to an Existing Entity

2008/04/01

This video shows you how to add two new controls to a quick form. You will learn how to:

Update an entity with a new property.
Add and remove rows/columns to a quick form.
Build interfaces.
Add a new pick list control to a quick form and bind the control.
Change the control properties.
Build the Web platform and deploy changes.

Add a Context Menu to a Nav Bar

2008/04/01

This video shows you how to add right-mouse button (RBM) functionality to a Nav Bar Item in the Web Client. You will learn how to:

Add a new context menu and several context menu items.
Reference the context menu from a Nav Bar item.
Deploy and test the changes in the Web Client.

Embed Visual Analyzer in the Web Client

2008/04/01

This video shows you how to embed Visual Analyzer in the Web Client, as well as use the Configure Smart Part button. You will learn how to:

Create a new Web page in Visual Studio.
Add the page as a smart part in the Application Architect, and use the Configure Smart Part button to locate the public properties from the Web page you added.
Add a navigation item to launch the page.
Launch the page from within the SalesLogix Web Client.

Modify the Welcome Page

2008/04/01

This video shows you how to modify the Welcome page for the SalesLogix Web Client. You will learn how to:

Open the SalesLogix Web site in Visual Studio.
Retrieve the SalesLogix Connection string and current user ID within the code, and add labels.
Test the changes in the SalesLogix Client.
Copy the changes in the Application Architect.

Use the Control Container control

2008/04/01

This video shows you how to add a Control Container control to a new quick form that holds several other controls. You will include an action item on a button control to return the number of controls to see how the code is processed behind the form. You will learn how to:

< Create a new quick form, and add a Control Container control and a Button control.
Add an action to the button control that loops through the controls and returns their control names in a message box.
Add the new smart part to the Contact Detail page.
Finally, build the Web platform and deploy the changes to the Client.

Enable Sorting on a Data Grid

2008/04/01

his video shows you how to enable sorting on the columns in a data grid. You will learn how to:

Edit the IsSortable property for columns in a data grid.
Build the Web platform and deploy changes.

Use a Validation Business Rule and Delete with Conditions

2008/04/01

This video shows how to create your own custom delete business rule that will delete only when a certain condition applies. We explore how to use IRepository, IQueryable, IProjections, IExpressionFactory in a business rule to return a list. We then create a 'Validation Business Rule' action within a quick form's toolbar button for delete. We also show how to connect the new business rule to the ValidationBusinessRule action. You will learn how to:

Create a business rule using IProjection and count.
Apply the new business rule using ValidationBusinessRule action in the quick form toolbar.

Add a New Quick Form to a Page

2008/04/01

Create a new M:1 parent and 1:M child relationship.
Create a new quick form with a data grid to list senator information.
Add the new smart part to the Accounts page.
Build the Web platform and deploy changes.

Use an Expression for Data Binding to Hide/Unhide a Control

2008/04/01

This video shows how to use expressions within the Databinding property of a control. You will learn how to:

Modify expression on control in Databinding collection.
Build, deploy, and test the changes.

Enhance a Data Grid by Using a Calculated Field

2008/04/01

This video shows you how to use a calculated field to display two data grid columns in one field. You will learn how to:

Add a calculated field using the Database Manager.
Update an entity with the new calculated field.
Modify a quick form with a data grid to use the new calculated field.
Build the Web platform and deploy changes.

Implement Source Control

2008/04/01

This video shows you how to implement source control to support a development team environment. This example uses Microsoft Visual SourceSafe 6.0. You will learn how to:

After exporting the VFS, add the files to VSS.
Check out a file, make some sample changes in the Application Architect, and then review the differences in VSS.

Apply User-Selected Themes

2008/04/01

This video shows how to apply a Theme to the SLX Client that was selected by the End User. We modify the Workspace to add the option for the end user to change their theme, we modify the Page's PageProperty collection to recognize the user selected theme, and we create an application variable that stores the selected theme and read this into each Page that will use the theme. You will learn how to:

Modify Welcome page.
Modify Login page to store application variable.
Create a list box on the Welcome page.
Import changes into the Application Architect.
Change PageProperties collection.

Reuse a Detail Form to Function as an Insert Form

2008/04/01

This video shows you how to reuse a Detail form by hiding the navigation to become an Insert form. You will learn how to:

Modify a quick form to add a LoadAction for Insert.
Add a new Senator menu item to the New menu.
Finally, build the Web platform and deploy the changes to the Client.

Create a Bundle Using the Command Prompt

2008/04/01

This video shows you how to automate bundles using the command prompt. You will learn how to:

Use available parameters.
Export the VFS.
Set a temporary location for the bundle.
Create a bundle config file.
Create the bundle using the command prompt.
Create a batch file to automate bundle creation.

Link to Other Views from the Activity Detail View

2008/04/01

This video shows you how to link to the Contact Detail view from the Activity Detail view. You will learn how to:

Isolate the link syntax used to link to Contact, Account, and Opportunity Detail views.
Open the SalesLogix Web site in Visual Studio.
Change a Label control into a LinkButton within the code and an an onclick event.
Test the changes in the Web Client.
Fix the code to set the PostBackURL.
Add data validation
Copy the changes back into the Application Architect.

Add a Column to a Data Grid on a Custom Smart Part such as the Activity List

2008/04/01

This video shows you how to add a contact phone number on the Activity Detail view. You will learn how to:

Open the SalesLogix Web site in Visual Studio.
Add a field to the data source within code.
Add code to retrieve the ContactID.
Test the changes in the Web Client.

Install a Language Pack from a Zip File

2008/04/01

This video shows you how to install a language from a zip file (German) for your Web Client. You will learn how to:

Change the browser's language.
Set the source path in the Virtual File System Explorer.
Copy the language version into the existing VFS.
Build the Web platform and deploy.
View the changes in the Web Client and in the wwwroot directory.

Create and Applyl a Theme

2008/04/01

This video shows how to use themes. We create a theme in Visual Studio, then import the new theme files into Application Architect. We explore a Page's PageProperty collection, apply a theme on a single page, and then apply the theme globally by modifying the Web.Config file. You will learn how to:

Create Themes in Visual Studio for use on a certain page.
Import changes into the Application Architect.
Change PageProperty collection and TemplateProperty Collection in Application Architect to enable theming.
Modify web.config to apply themes globally.

Change the Project Culture

2008/04/01

This video shows you how to make a Web site compatible for different languages. You will learn how to:

Change the project culture
Change the browser's language

Add Dependencies Between Controls

2008/04/01

This video shows you how to add functionality to automatically update or hide one control based on the changes to another control. You will learn how to:

Add an action item to change an e-mail address domain of an E-mail control whenever the Web site address domain changes of a URL control.
Add a new check box control to indicate whether or not a contact has a Web site address. Then, add an action item to hide the Web site control whenever the Has Web site? control is cleared.
Build and deploy the changes to the Client.

Install a Bundle

2008/04/01

This video shows you how to install a bundle to a new database. You will learn how to:

Install a bundle to your production database.
Test the installation.

Create a Bundle

2008/04/01

This video shows you how to bundle your customizations. You will learn how to:

Use the Bundle Model to add bundle items and actions based on a change date.
Save the bundle.

Add a Tab for Google Maps

2008/04/01

This video shows you how to use an account's latitude and longitude to add a Google Maps tab to display a map for an account's address. You will learn how to:

Update Address properties with latitude and longitude.
Modify the LoadActions for the form.
Add a GoogleMaps.ascx file page reference, and deploy the changes.
Add code to retrieve the latitude and longitude, and display them on the GoogleMaps.ascx page.
Using the Google Maps API, add the Google Maps functionality to the page.
Test the changes in the SalesLogix Web Client.
Link the GoogleMaps.ascx and GoogleMaps.ascx pages created in Visual Studio into SalesLogix.

Create a Third-Party Application to Load XML Data into the SalesLogix Database

2008/04/01

This video shows you how to create a new VB.NET project to load an XML file with latitude and longitude data for SalesLogix accounts. You will learn how to:

Use the Database Manager to add latitude and longitude fields to the Address table.
Create a new project in Visual Studio that loads data from an XML file and connects into the SalesLogix database using OLEDB.

Modify a Master Page

2008/04/01

This video shows you how to create a new master page, and apply it to the Account view in the Web Client. You will learn how to:

Open the SalesLogix Web site in Visual Studio.
Create a master page that uses a new style sheet, image, and welcome text.

Create a Log File and Debug SalesLogix Snippet Code in Visual Studio

2008/04/01

This video shows you how to use events to create a log file and debug code in Visual Studio. You will learn how to:

Create a shared log directory.
Modify the Account OnAfterUpdate event to create a log file that lists the account names that are updated.
Build the Interfaces and Web Platform, and test changes.

Add a New Insert Menu and Insert Quick Form

2008/04/01

This video shows you how to reuse a Detail form by hiding the navigation to become an Insert form. You will learn how to:

Modify a quick form to add a LoadAction for Insert.
Add a new entity page for InsertNewSenator.
Add a new Senator menu item to the New menu.
Finally, build the Web platform and deploy the changes to the Client.

Add a Link Column to a Data Grid

2008/04/01

This video shows you how to add functionality to link the Detail view from a column in a data grid. You will learn how to:

Add a link column to a quick form.
Build and deploy the changes to the Client.

Add a Lookup Control to a New Entity

2008/04/01

This video shows you how to add functionality to lookup the available senators, for example. You will learn how to:

Create a new entity and table.
Modify entity properties and String Expression.
Create a new 1:M relationship manually (not using the Entity wizard).
Update a quick form with a lookup control.
Build the Web platform and deploy changes.

Add a Person Name Control

2008/04/01

This video shows you how to allow users to click inside a name control, and set the Prefix, First, Middle, Last, and Suffix. You will learn how to:

Add a Person Name control to a quick form, and map the appropriate control properties (databindings).
Build and deploy, and test the changes in the Client.

Create an Extension Entity

2008/04/01

This video shows you how to create an extension entity. You will learn how to: Create a new extension entity as a 1:1 relationship table.

Reference the entity property from within the main entity.
Reference the entity property in code from a different entity.
Test the changes in the SalesLogix Web Client.

Use the Dynamic Web Content Control

2008/04/01

This video shows you how to use the Dynamic Web Content control to display a contact’s LinkedIn profile. You will learn how to:

Create a new quick form, and add the Dynamic Web Content control to the form. Populate the Dynamic URL property with a LinkedIn URL that references the SalesLogix WebUserName property.
Add the new smart part to the Contact Detail page.
Finally, build the Web platform and deploy the changes to the Client.

Add Print Functionality to a Page

2008/04/01

This video shows you how to allow users to link to a printer-friendly version of a Detail view. You will learn how to:

Add a Print button to a quick form.
Add a new entity page for the print preview using the Dialog.master template.
Build and deploy the changes to the Client.

Audit an Entity

2008/04/01

This video shows you how to add functionality to allow users to track the historical changes to the fields on a Detail view. You will learn how to:

Add a new history entity in the Application Architect.
Add a new 1:M relationship between the main entity and new history entity.
Audit the Senator entity, and assign the new history table to the entity.
Create a History quick form to show the CreateUser, FieldValue, OldValue, and NewValue, and then create a smart part for the form.
Add a quick form as a new smart part to the Senator page.
Add a confirmation message to the Save button on a quick form.
Build and deploy the changes to the Client.

Load a Data Grid for a GetBy Method

2008/04/01

This video shows you how to create a new tab to only show active senators. You will learn how to:

Create a new business rule (GetActiveSenators) that only returns senators with an Active status set to True.
Create a new quick form with the new GetByMethod in a data grid (created manually) to display in More Tabs.
Add the smart part to the Account Details page.
Build and deploy the changes to the Client.

Use a Property Code Snippet (Custom Property)

2008/04/01

This video shows you how to create a custom property. You will learn how to:

Create a custom property to track the number of days a senator has been associated with an account.
Display the property as within a data grid and as a text box on a quick form.
Build and deploy the changes to the Client.

Add a Dynamic Web Content Control to a Quick Form

2008/04/01

This video shows you how to Use the Dynamic Web Content control to display a contact's LinkedIn profile. You will learn how to:

Create a new quick form, and add the Dynamic Web Content control to the form. Populate the Dynamic URL property with a LinkedIn URL that references the SalesLogix WebUserName property.
Add the new smart part to the Contact Detail page.
Build the Web platform and deploy changes.

Add a Group Navigator

2008/04/01

This video shows you how to use the Group Navigator control to allow users to scroll through Detail records. You will learn how to:

Add a Group Navigator to scroll through Detail records.
Build the Web platform and deploy changes.

Add an Add/Edit Form to a Quick/Form (Tab Area)

2008/04/01

This video shows you how to add functionality to a quick form that displays in the Tab Area. You will learn how to:

Add an AddEdit quick form.
Add Edit and Delete links to a data grid.
Add the AddEdit smart part to the AccountDetail page.
Build and deploy the changes to the Client.

Create a Site Secure License for Your Web Site

2008/04/01

This video shows you how to create a Site Secure License (SSL) for your Web site. You will learn how to:

Create a certificate request
Process the certificate request
Install the certificate that issues Enable SSL

Add a Lookup Control to a New Entity

2008/04/01

This video shows you how to add functionality to lookup the available vehicles, for example. You will learn how to:

Create a new entity and table.
Create a new 1:M relationship between entities.
Create a new 1:M relationship manually (not using the Entity wizard).
Update an entity's string expression.
Update a quick form with a lookup control.
Build the Web platform and deploy changes.

Install a Bundle

2008/04/01

This video shows you how to install a bundle to a new database. You will learn how to:

Install a bundle to your production database.
Test the installation.

Load a Data Grid from a GetBy Method

2008/04/01

This video shows you how to create a new tab to only show active vehicles. You will learn how to:

Create a new business rule (GetActiveVehicles) that only returns vehicles with an Active status set to True.
Create a new quick form with the new GetByMethod in a data grid (created manually) to display in More Tabs.
Build and deploy the changes to the Client.

Send Mail from an Event

2008/04/01

This video shows you how to configure automatic e-mail messages anytime someone creates an activity. You will learn how to:

Verify installation of SMTP Service in IIS. (0:00) Add a step to the OnAfterInsert event for the Activity entity.
Add a C# code snippet that executes sending of mail.
Save changes, build, and deploy.
Log on to the SalesLogix Web Client, and test changes.
Enable relay through the virtual server for testing purposes.

Add Save and Delete Functionality to a Quick Form

2008/04/01

This video shows you how to add functionality to save details of a quick form, as well as delete a detail record. You will learn how to:

Use actions.
Modify a quick form to add Save and Delete buttons using built-in business rules.
Build the Web platform and deploy changes.

Add a Group Navigator

2008/04/01

This video shows you how to use the Group Navigator control to allow users to scroll through Detail records. You will learn how to:

Add a Group Navigator to scroll through Detail records.
Build the Web platform and deploy changes.

Add a New Page and Nav Button

2008/04/01

This video shows you how to create a new page to display details from a new entity . You will learn how to:

Add a new Main View page with a Lookup Viewer and Group Viewer using the Portal Page Wizard.
Add a new navigation button to open the new page.
Build the Web platform and deploy changes.
Create a Client group.

Add Print Functionality to a Page

2008/04/01

This video shows you how to allow users to link to a printer-friendly version of a Detail view. You will learn how to:

Add a Print button to a quick form.
Add a new entity page for the print preview using the Dialog.master template.
Build and deploy the changes to the Client.

Add a New Quick Form to a Page

2008/04/01

This video shows you how to track the vehicles with which your contacts are associated, for example, by adding a new Vehicle quick form that appears in the Tab Area of the Contact Detail view. You will learn how to:

Create a new quick form with a data grid to list vehicle information.
Update more than one property on a quick form at a time.
Add a quick form to the Contact page (main view) in the Tab Area.
Build the Web platform and deploy changes.

Audit an Entity

2008/04/01

This video shows you how to add functionality to allow users to track the historical changes to the fields on a Detail view. You will learn how to:

Add a confirmation message to the Save button on a quick form.
Add a new history entity in the Application Architect.
Add a new 1:M relationship between the main entity and new history entity.
Audit the Contact entity, and assign the new history table to the entity. (6:23) Create a History quick form to show the CreateUser, FieldValue, OldValue, and NewValue, and then create a smart part for the form.
Add a quick form as a new smart part to the Contact page.
Build and deploy the changes to the Client.

Add a Pick List and Radio Group Control to an Existing Entity

2008/04/01

This video shows you how to add two new controls to a quick form. You will learn how to:

Update an entity with a new property.
Build interfaces.
Add and remove rows/columns to a quick form.
Add a new radio group control to a quick form and bind the control.
Change the control type.
Add a new pick list control to a quick form and bind the control.
Build the Web platform and deploy changes.

Use the Application Architect Interface

2008/04/01

This video shows you how use the various windows in the Application Architect interface.

Debug SalesLogix Code in Visual Studio

2008/04/01

This video shows you how to use Visual Studio to explore debugging basics with SalesLogix code. You will learn how to:

Open the SalesLogix Web site in Visual Studio.
Practice debugging techniques such as stepping through code, adding objects to the Watch window, and checking variables.

Deploy the Sage SalesLogix Customer Portal

2008/04/01

This video shows you how to deploy the Customer Portal. You will learn how to:

Deploy the Customer Portal Web site.
Grant Web access to a contact.
Test the Customer Portal Web site.

Create a New Deployment

2008/04/01

This video shows you how to create a new deployment for customization and testing purposes. You will learn how to:

Manually add a new Web site in IIS.
Add a new deployment to the Sage SalesLogix portal.
Deploy the development Web site, and log on to the development Web Client to test for errors.

Export the Virtual File System

2008/04/01

This video shows you how to export the Virtual File System (VFS) to a location on your hard drive. You will learn how to:

Create a new folder called C:\VFSLocal.
Export the VFS, and open the new project.

Enhance a Data Grid by Using a Calculated Field

2008/04/01

This video shows you how to use a calculated field to display two data grid columns in one field. You will learn how to:

Add a calculated field using the Database Manager, and update an entity with the new calculated field.
Modify a quick form with a data grid to use the new calculated field.
Modify a data grid to apply formatting to the columns.
Build the Web platform and deploy changes.

Add a Tab for GoogleMaps

2008/04/01

This video shows you how to use an account's latitude and longitude to add a Google Maps tab to display a map for an account's address. You will learn how to:

Update Address properties with latitude and longitude.
Modify the LoadActions for the form.
Add a GoogleMaps.ascx file page reference, and deploy the changes.
Add code to retrieve the latitude and longitude, and display them on the GoogleMaps.ascx page.
Using the Google Maps API, add the Google Maps functionality to the page.
Test the changes in the SalesLogix Web Client.
Link the GoogleMaps.ascx and GoogleMaps.ascx pages created in Visual Studio into SalesLogix.

Create an Auto Log On Page for Customer Portal

2008/04/01

This video shows you how to log on automatically to the Customer Portal from a third party application or from a link. You will learn how to:

Open the SalesLogix Customer Portal Web site in Visual Studio.
Add a page to the project.
Create a customization in the LAN Architect to launch the auto Log On page from within the LAN Client.
Link your changes from Visual Studio into the Application Architect.

Create a Web Development Environment

2008/04/01

This video shows you how to back up a copy of a SalesLogix database, and then restore it under a new development name for testing. You will learn how to:

Use the SQL Server Enterprise Manager or SQL Server Management Studio Express to create a back up of your production database.
Restore the database under a new name.
Open the Connection Manager, and create a new connection to the development database.
Create a new data link using the new connection, and log onto the Application Architect.

Compare Two Virtual File Systems Using VSS

2008/04/01

This video shows you how to compare two Virtual File Systems using Microsoft Visual SourceSafe (VSS) 6.0. You will learn how to:

Export the Virtual File Systems of each database.
Show the differences in VSS.

Use a Custom Property (Code Snippet)

2008/04/01

This video shows you how to create a custom property. You will learn how to:

Create a custom property to track the number of days a vehicle has been associated with an account.
Display the property as a text box on a quick form and within a data grid.
Build and deploy the changes to the Client.

Tie a Business Rule to an External Entity

2008/04/01

This video shows you how to create a DLL in Visual Studio, and then use it as a business rule within the Application Architect. You will learn how to:

Create a C# class in Visual Studio to obtain the latitude and longitude of an account using a Web service.
Understand the differences between business rules and actions.
Add a business rule in the Application Architect based on an external assembly that uses the GetGeoCodeByAccount method you created in Visual Studio.
Display latitude and longitude values to call the business rule from a quick form.
Test the changes in the SalesLogix Web Client.

Add Dependencies to Controls

2008/04/01

This video shows you how to add functionality to automatically update or hide one control based on the changes to another control. You will learn how to:

Add a new check box control to indicate whether or not a contact has a Web site address. Then, add an action item to hide the Web site control whenever the Has Web site? control is cleared.
Add an action item to change an e-mail address domain of an E-mail control whenever the Web site address domain changes of a URL control.
Build and deploy the changes to the Client.

Create a Third-Party Application to Obtain GeoCodes from a Web Service

2008/04/01

This video shows you how to retrieve latitude and longitude for all accounts using Google geocodes. You will learn how to:

Add a Web reference to the GeoCodeAddress project in Visual Studio.
Add a GeoCode Web Services button with Web service functionality to obtain geocodes provided by the Google Maps API.

Create a Third-Party Application to Obtain GeoCodes Directly

2008/04/01

This video shows you how to retrieve latitude and longitude for all accounts using Google geocodes. You will learn how to:

Create a Web site in Visual Studio using the SlxClient Web site files.
Modify the Default.aspx page to retrieve addresses from the database, and display them in grid format.
Add a GeoCode Direct button with functionality to directly obtain geocodes provided by the Google Maps API.

Create a Third-Party Application to Load XML Data into the SalesLogix Database

2008/04/01

This video shows you how to create a new VB.NET project to load an XML file with latitude and longitude data for SalesLogix accounts. You will learn how to:

Use the Database Manager to add latitude and longitude fields to the Address table.
Create a new project in Visual Studio that loads data from an XML file and connects into the SalesLogix database using OLEDB.1.

Modify a Master Page

2008/04/01

This video shows you how to create a new master page, and apply it to the Account view in the Web Client. You will learn how to:

Open the SalesLogix Web site in Visual Studio.
Create a master page that uses a new style sheet, image, and welcome text.

Create a Log File and Debug SalesLogix Snippet Code in Visual Studio

2008/04/01

This video shows you how to use events to create a log file and debug code in Visual Studio. You will learn how to:

Create a shared log directory.
Modify the Account OnAfterUpdate event to create a log file that lists the account names that are updated.
Build the Interfaces and Web Platform, and test changes.

Include Add Functionality to a Quick Form

2008/04/01

This video shows you how to add functionality to allow users to add new Vehicle associations. You will learn how to:

Modify the toolbar for a quick form to include an Add button.
Modify the LoadAction for a form.
Build and deploy the changes to the Client.

Add a Link Column to a Data Grid

2008/04/01

This video shows you how to add functionality to link the Detail view from a column in a data grid. You will learn how to:

Add a link column to a quick form.
Build and deploy the changes to the Client.

Add an Add/Edit Form to a Page

2008/04/01

This video shows you how to add functionality to a quick form that displays in the Tab Area. You will learn how to:

Add an Edit link to a quick form.
Link an AddEdit quick form to a page in the Sage SalesLogix portal.
Build and deploy the changes to the Client.

Add a Person Name Control

2008/04/01

This video shows you how to allow users to click inside a name control, and set the Prefix, First, Middle, Last, and Suffix. You will learn how to:

Add a Person Name control to a quick form, and map the appropriate control properties (databindings).
Add an Address control to a quick form.

Create a Bundle

2008/04/01

This video shows you how to bundle your customizations. You will learn how to:

Use the Bundle Model to add bundle items and actions.
Save the bundle.

Codeless Customizations: Part 3

2009/05/12

This video shows you how to add functionality to add and edit scores from the Golf Course Scores tab. You will learn how to:

Create a new AddEditScore quick form with a lookup for Contact and Golf Course.
Add a Save button to the AddEditScore quick form.
Add an Add button to the GolfCourseScores quick form.
Add an Edit and Delete link to the GolfCourseScores quick form.
Link the AddEditScores quick form to the GolfCourse page in the Sage SalesLogix portal.
Build the Web platform and deploy the changes to the Client.

Codeless Customizations: Part 2

2009/05/12

This video shows you how to add functionality to look up the available golf courses, and associate a contact with a score. You will learn how to:

Create a new Score entity and table, and add a relationship between the Score and GolfCourse entities.
Add a relationship between the Score entity and the Contact entity.
Add a GolfCourseScores quick form with a data grid.
Add data to the Scores table.
Link the GolfCourseScores quick form to the GolfCourse page in the Sage SalesLogix portal.
Build the Web platform and deploy the changes to the Client.

Codeless Customizations: Part 1

2009/05/12

This video shows you how to add a new entity to the SalesLogix Eval database to track golf course information. You will learn how to:

Create a GolfTee pick list.
Add a GolfCourse entity and create a new filter.
Add sample data to the GolfCourse table.
Add a GolfCourseDetail quick form with golf course details. Include a Group Navigator and Save/Delete buttons.
Create a new Golf Course Main view (page), and then add the GolfCourseDetail smart part to the page.
Add a Nav Button to launch the Golf Course Main view.
Build the Web platform and deploy the changes to the Client.

Advanced Customizations with Application Architect for Web v7.2.2

2008/05/01

Review custom properties, create and link external assemblies to Application Architect business rules, create criteria for data grids using GetByMethod, and use security roles. Learn how you can use the power of .NET within the SalesLogix Application Architect to create cutting edge customizations.

These topics were presented at Insights 2008. The complete session is divided for easier navigation:

.NET Programming with SalesLogix

2008/05/01

Find out what a SalesLogix Programmer needs to know about .NET or what a manager needs to know about .NET to hire/evaluate a SalesLogix Programmer. These topics were presented at Insights 2008. The complete session is divided for easier navigation:

Introduction to the Sage SalesLogix v7.2 Web Application Architect & Codeless Customizations

2008/05/01

See new features in v7.2.2 such as new controls, a new layout, and how to do fast customizations. Define new forms, pages, entities with the simple point-and-click interface. This topic was presented at Insights 2008.

Sage SalesLogix Developer's Subscription

Create a Bundle that Contains Other Bundles

Use the Popup Editor

Use the User Options Table

Create a Radio Group (mutually exclusive and accepts focus)

Reuse a Detail Form to Function as an Insert Form

Encrypt Data on a Form

Modify a DataGrid

Create a Data Form to Add Records from a Main View

Create a Menu Item to Launch a New Manage Form

Install the DevIntro Bundle

Create a Modal Manage Form to Capture Course Values

Execute a SQL Statement to Return the Number of Contacts

Modify the Activities Dialog with an Image Control

Execute a SQL Statement to Update a Field

Use the Debugger

Use Error Handling

Use VBScript to Validate Data

Make Tabs Visible and Invisible at Runtime

Create a Calculated Field for Use on a Data Grid

Consume a Web Service Using SOAP

Create a Calculated Field for use on a LookupEdit Control

Create a Hyperlink Field for use on a Data Grid

Create a Hyperlink Field for use on a Data Form

Add the Ability to Copy a Course

Enhance the Look of the Data Grid

Create an Activity for New Contact Enrollments

Insert an Image from a File on the Contact Form

Create a Manage Form to Learn about VSSC Performance

Save Form Data to the Database

Read and Write Text to a File

Create a Google Maps Application in SalesLogix

Create a Third-Party Application to Load XML Data into SalesLogix

Create a Secured Function for the Insert Menu

Consume a Business Object .NET DLL in SalesLogix

Implement Row-Level Security Through a Wrapper

Use a CASE Statement in a Calculated Field

Consume a .NET DLL in SalesLogix

Consume a Web Service Using XMLHTTP

Bundle a Project

Consume a Web Service Using .NET

Use the SLX SQL Profiler

Use the Legacy Form Converter

Change Debug Settings (turn off "Always")

Hook into a Change Event on a BlackBerry Control

Configure the Pocket PC Emulator and Perform a Sync Using ActiveSync

Add Context Menu Support - Pocket PC

Create a One-to-One Relationship - Pocket PC

Create a Detail Panel - Pocket PC

Add a Language Statement

Create a Designer Database

Modify a Mobile User's Master Selection Method

Create a Package

Create a New Library and Use a Business Object - Pocket PC

Create a New Navigation Panel

Add a New Form and a New Tab - Pocket PC

Set Up and Configure a Mobile User

Configure the BlackBerry Simulator

Add a Menu - BlackBerry

Create a One-to-One Relationship - BlackBerry

Import a Table and Add Indexes - BlackBerry

Add a New Field to a BlackBerry Form

Add a Multi-Select Context Menu - BlackBerry

Modify the Columns on a Grid - BlackBerry

Import a Pick List

Add a Detail Panel, Action Bar, and Client Query - BlackBerry

Import a Table and Create a New Business Object - Pocket PC

Add a New Form and a New Tab - BlackBerry

Add a New Field to a Pocket PC Form

Configure a Mobile Development Environment

Use the QlikView Debugger

Update KPI Gauges

Add Non-KPI Data to the DateFacts Table

Create a New Config Variable

Create a New Config Variable for Use in a Hidden Script

Add a New Table

Add a 1:M Table off the Relationships Table

Create KPIs off the DateFacts Table

Load a Chart with Aggregate Data

Load a Chart with External Data from another Database