The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
|
| |
| |
|
Re: Access SalesLogix account from Crystal Reports - SLX LAN v7.2.1
Posted: 13 Aug 09 3:47 PM
|
Thanks for the reply John.
But there are different hyperlink options (Crystal Reports PRO XI):
1. A Website on the Internet
2. Current Website Field Value
3. An Email Address
4. A File
5. Current Email Field Value
OR
DHTML Viewer Only: Another Report Object
Which option would I choose?
Also, I open the report from a datagrid with the following code:
Application.GLOBALINFO.ADD "D_Number_Accounts", Datagrid1.GetCurrentField("D_Number")
Application.BasicFunctions.DoInvoke "CrystalReportPreview", "ACCOUNT:Sales_Detail_Report"
Will the fact that I state: "CrystalReportPreview" affect the ability to select a hyperlink?
|
|
|
|
Re: Access SalesLogix account from Crystal Reports - SLX LAN v7.2.1
Posted: 13 Aug 09 4:06 PM
|
I would choose the 1st option you listed. Just make sure it doesn't automatically add http to the beginning. The URL has to be
slx:account\accountid
I wouldn't use the above as what displays on the report. Use the actual account name and make the CR field a hyperlink |
|
|
|
Re: Access SalesLogix account from Crystal Reports - SLX LAN v7.2.1
Posted: 13 Aug 09 4:14 PM
|
Ok.
I chose the first option: A Website on the Internet and I made sure the address was: slx:account/accountid
But when I right click a row on my datagrid and select the report and open the report and try to click the field a magnifying glass appears (instead of the hand with the index finger pointing) and does not allow me to click the field to take me to the account in SalesLogix.
I then put slx:account/accountid in quotes: "slx:account/accountid" and now I get to click on the field, but when I do that SalesLogix gives me the following error: "You do not have access to this Account." and when I close the report the account detail section is blank. |
|
|
|
Re: Access SalesLogix account from Crystal Reports - SLX LAN v7.2.1
Posted: 13 Aug 09 4:47 PM
|
No. the "accountid" is the actual account ID that is found on the Account Details tab. You have to include this field in the recordset - e.g. SELECT accountid, account FROM account
Once you know this replace the "accountid" with the actual accountid. You'll end with something that looks like this
slx:account/UX2SA01B0001
it might be better to build the URL in the SQL statement
SELECT 'slx:account/' + accountid AS accounturl, accountname FROM account
Then all you have to do is use the accounturl for the report field hyperlink value
John G. |
|
|
|
Re: Access SalesLogix account from Crystal Reports - SLX LAN v7.2.1
Posted: 13 Aug 09 9:14 PM
|
It finally works!
I did it a little different:
1. I decided to use the account name field in my crystal report as the hyperlink
2. I right clicked the field and chose "Format Field"
3. I went to the last tab "Hyperlink"
4. I selected: A Website on the Internet
5. Instead of typing something in the textbox provided in the Hyperlink information I pressed "Format Formula Editor" button
6. I typed the following in the formula editor: Chr(34) & "slx:account/" + {ACCOUNT.ACCOUNTID}& Chr(34)
And that's it!
Now when I view the crystal report, when I click the account name it goes to the account's detail IN THE BACKGROUND, because the crystal report stays open and the only way I can see the account detail is to actually close the crystal report.
Thanks for all your help and patience John!
But that's ok for now.
|
|
|
| |
|
Re: Access SalesLogix account from Crystal Reports - SLX LAN v7.2.1
Posted: 25 Aug 09 10:29 AM
|
Wow! I am trying to do this exact same thing. I followed the exact steps above but when I click on the account I am getting the following error:
Unablve to open hyperlink:
There is no application associated with the given filename extension.
Any idea what I am doing wrong? I am currently on saleslogix 6.2.6.
Thanks,
Renee |
|
|
|
Re: Access SalesLogix account from Crystal Reports - SLX LAN v7.2.1
Posted: 08 Dec 09 2:06 PM
|
I have an interesting problem along these same lines:
I have a crystal report that I have created using Crystal Reports 10, and in this report I have links to SLX Accounts. The links work just fine when the report is previewed in Crystal Reports, but when I try to launch the report from SLX (7.5) the links stop functioning.
Is there something I have to set in Crystal Reports for the link to function correctly when the report is launched from SLX? Or something I should change in SLX?
Any ideas would be greatly appreciated!
Thanks,
Josh |
|
|
| |
|
Re: Access SalesLogix account from Crystal Reports - SLX LAN v7.2.1
Posted: 10 Mar 10 10:17 AM
|
If you are doing this from LAN, Ryan made a great article abount creating a SLX Hyperlink Class and handle it. Search the articles.
I have done this multiple times in several clients.
If you are doing this from WEB, it's easier because you only need to copy the hyperlink from the Entity Group Viewer you need. |
|
|
|