Sage CRM Developers Course Entities and the Data Model (Part 2)

Looking ahead to the classes DP01: Introduction to the Development Partner Program DP02: Entities and the Data Model (Part 1 of 2) DP03: Entities and the Data Model (Part 2 of 2) DP04: Implementing Screen Based Rules (Part 1 of 2) DP05: Implementing Screen Based Rules (Part 2 of 2) DP06: Screen and User Independent Business Rules DP07: Workflow (Part 1 of 2) DP08: Workflow (Part 2 of 2) DP09: Using the API Objects in ASP Pages (Part 1 of 2) DP10 : Using the API Objects in ASP Pages (Part 2 of 2) DP11: Using the Component Manager DP12: Programming for the Advanced Manager DP13: Using the Web Services API DP14: Using the Web Services API (Part 2 of 2) DP15: Coding the Web Self Service COM API (Part 1 of 2) DP16: Coding the Web Self Service COM API (Part 2 of 2) DP17: Using the.NET API (Part 1 of 2) DP18: Using the.NET API (Part 2 of 2)

Agenda Use of SQL in Blocks Use of SQL in Interface Building Views Entities and the Security Model Tips for Building views with Derived Fields

Use of SQL in Blocks, Use of SQL in Interface

Using SQL & CRM CRM must use SQL for all its database actions. Uses vendor specific SQL e.g. Oracle SYSDATE SQL Server GETDATE() SQL Trace (SQL Profiler) allows developer to identify actual data manipulation. Views Utilized Actual DML passed (c.f. Security Territories & mail merge –user info) Developer will need to establish requirement to support Databases within component View Syntax Differences

List Blocks in ASP pages var comp_companyid = CRM.GetContextInfo('company','comp_companyid'); var projectlist = CRM.GetBlock('list'); with (projectlist) { //Table project is a custom added table //SelectSQL is property of CRM ListBlock object SelectSQL = 'select * from project, opportunity where oppo_projectid = proj_projectid ' SelectSQL += ' and proj_companyid =' + comp_companyid; var proj_name = AddGridCol('proj_name'); var proj_userid = AddGridCol('proj_userid'); } CRM.AddContent(projectlist.Execute()); Response.Write(CRM.GetPage());

# Codes CodeMeaning Escalation Rules SQL Dashboard Blocks SQL OrderQuotes Configuration #UCurrent User ID  #LCurrent User Logon Name  #TCurrent System Date/Time  #CCurrent User Team ID  #DCurrent User Team Name  #RRecent List Info  #OCurrent Opportunity ID  #N Current Version Order/Quote 

Tab SQL clause Provides simple control access to tabs U: 4,5 –Only user with user_userid equal to 4 or 5 can use tab C: 4,5 (user_primarychannelid) –Only user in team 4 or 5 can use tab

Tab SQL clause Where Clause only E.g. in My CRM opportunities tab only appears for users with opportunities assigned to them. –exists (select * from opportunity where oppo_assigneduserid = user_userid) Can reference either current user or entity in context NOT both

Groups –SQL feature Full control over SQL statement. Change automatic ‘and’ clauses to ‘or’ Groups and their access via Key Attributes allow Companies to be grouped.

Entities and the Security Model

Entity Relationships Entity Concept used in: Security Workflow Data Upload Reporting & Groups Coding –Context –Entity & Table level scripts Entity Definition Contingent on Context within CRM Can define own Entities to be managed by CRM VIEWS govern entity/context definition

Simple vs Complex Entities Relationships Consider Leads & Company & Opportunity Role of personlink table and Person and Company relationship Related Companies and the multipleentitylink table Communications and Comm_link

Person_link table Example Intersection Table Person_link Address_link Person and Company relationship Direct foreign key relationship between Parent Company and Child Person E.g. pers_companyid Also Intersection Table used to allow recording of ‘role’ of person within company. Direct Relationship used in most views, exceptions vListPerson vUserContacts vReportUserContacts Person_Link table used in peoplelist action called from company tab. Type of Person maintained via Translations

Userid, Createdby, Channelid, SecTerr CasesCommunicationCompanyLeadOpportunityPerson case_assigneduseridcmli_comm_useridcomp_primaryuseridlead_assigneduseridoppo_assigneduseridpers_primaryuserid case_channelidcomm_channelidcomp_channelidlead_channelidoppo_channelidpers_channelid case_secterrcomm_secterrcomp_secterrlead_secterroppo_secterrpers_secterr case_createdbycmli_createdbycomp_createdbylead_createdbyoppo_createdbypers_createdby Intersection tables do not have these columns. person_link comm_link Multipleentitylink Security is cumulative User must have rights on all tables referenced in view before can access record. E.g. to see communication for a company and person, then user must have rights on communication, company and person.

Building Views, Tips for Building views with Derived Fields

Changing or Adding Views Add & edit database views using the CRM Interface. Custom_views Recommend creation of new views not editing of existing views where possible. Typical views changed Merge views Reports Target Lists

Mail Merge Views Sage CRM v7.1sp2 onwards ContextView CompanyvMailMergeCompany PersonvMailMerge OpportunityvMailMergeOpportunity CasevMailMergeCase OrdersvMailMergeOrders vMailMergeChildrenOrders QuotesvMailMergeQuotes vMailMergeChildrenQuotes LeadvListLead

Expressions in Views Date Ranges Calculations Concatenations SELECT DATEDIFF(day, oppo_opened, getdate()) AS oppo_days FROM opportunity WHERE oppo_status = 'In Progress';

Example of Expression in View The Case List "caselist" uses the view "vListCases". CREATE VIEW vListCases AS SELECT RTRIM(ISNULL(Pers_FirstName, '')) + ' ' + RTRIM(ISNULL(Pers_LastName, '')) AS Pers_FullName, CASE WHEN Case_Status <> 'closed' AND Case_SLACloseBY 'closed' AND Case_SLAAmberCloseBy < GETDATE() THEN 'Amber' ELSE 'Green' END AS Case_Color, Pers_PersonId, Pers_CreatedBy, Cases.*, Comp_Name, Comp_CompanyId, Comp_CreatedBy, Pers_SecTerr, Comp_secTerr, Pers_PrimaryUserId, Comp_PrimaryUserId, Pers_ChannelId, Comp_ChannelId, Chan_ChannelId, Chan_Description, Comp_ Address, Pers_ Address FROM Cases LEFT OUTER JOIN Person ON Pers_PersonId = Case_PrimaryPersonId LEFT OUTER JOIN Company ON Comp_CompanyId = Case_PrimaryCompanyId LEFT OUTER JOIN Channel ON Comp_ChannelId = Chan_ChannelId WHERE Case_Deleted IS NULL CASE statement CASE WHEN Case_Status <> 'closed' AND Case_SLACloseBY 'closed' AND Case_SLAAmberCloseBy < GETDATE() THEN 'Amber' ELSE 'Green' END AS Case_Color which evaluates whether the green, amber or red colour should be used.

Case_Color The column "case_color" DOES NOT exist in the database. It is an entirely derived "alias". In order for this derived column to look like it is part of CRM it must have meta data to control its properties. select * from custom_edits where colp_colname = 'case_color‘ select * from custom_captions where capt_family = 'colnames' and capt_code = 'case_color'

SQL on external tables May need to reference external database on same server: Reporting Graphing Use fully qualified table names select vusers.user_firstname,vusers.user_lastname, northwind..orders.* from vusers left join northwind..orders on user_userid = employeeid;

Q&A

Looking ahead to the classes DP01: Introduction to the Development Partner Program DP02: Entities and the Data Model (Part 1 of 2) DP03: Entities and the Data Model (Part 2 of 2) DP04: Implementing Screen Based Rules (Part 1 of 2) DP05: Implementing Screen Based Rules (Part 2 of 2) DP06: Screen and User Independent Business Rules DP07: Workflow (Part 1 of 2) DP08: Workflow (Part 2 of 2) DP09: Using the API Objects in ASP Pages (Part 1 of 2) DP10 : Using the API Objects in ASP Pages (Part 2 of 2) DP11: Using the Component Manager DP12: Programming for the Advanced Manager DP13: Using the Web Services API DP14: Using the Web Services API (Part 2 of 2) DP15: Coding the Web Self Service COM API (Part 1 of 2) DP16: Coding the Web Self Service COM API (Part 2 of 2) DP17: Using the.NET API (Part 1 of 2) DP18: Using the.NET API (Part 2 of 2)