Advanced screen customization

You can change the way fields behave on a screen.

  • Field security. A codeless way of securing access rights to fields across all screens.
  • Scripting using the Sage CRM Client-Side API. A simple, upgrade-proof set of client-side functions which can be called from the OnChange Script field attached to an individual field, or via the Custom Content field associated with a screen or list. This can be most powerfully used to change the appearance of fields on a screen to make user input faster and easier. A basic conceptual knowledge of coding is helpful, but not essential. Scripts using the Client-Side API can all be maintained in a single location in the ..WWWROOT\JS\CUSTOM folder of your Sage CRM install. Maintaining and updating scripts in this way offers significant time and quality improvements over adding scripts to individual fields or screens. This is the recommended method for carrying out client-side scripting in Sage CRM. Some simple examples are included in the System Administrator Help. For more information, see the Developer Help on the Sage CRM Help Center.
  • Scripting using generic JavaScript. Add JavaScript (client-side and server-side) to fields on a screen to, for example, refine field access conditions or validate a field value in a form. Combined with the Extensibility Module, you get access to the complete CRM Object/Block model including properties and methods for each field. For more information, see the Developer Help on the Sage CRM Help Center. Customizations added using this method must be carefully checked during a test upgrade and may require modification to work in future versions. A good knowledge of JavaScript is essential. You can apply generic JavaScript and/or the Sage CRM Client Side API to the Workflow actions listed below.
    • Set Column Value
    • Display Fields for Amendment
    • Reset Column Value