How to get the current ID value in SalesLogix Web

If in a Code Snippet Action:

// Get a reference to the EntityContextServce
// and call GetEntity() 
IMyParentEntity myparent = form.WorkItem.Services.Get<Sage.Platform.Application.IEntityContextService>().GetEntity() as IMyParentEntity;

If in a C# Snippet Action:

Sage.Entity.Interfaces.IMyParentEntity myparent = this.GetParentEntity() as Sage.Entity.Interfaces.IMyParentEntity;

If in client-side Javascript:

var contextSvc = Sage.Services.getService('ClientEntityContext'); 
var context = contextSvc.getContext(); 
var strEntityId = context.EntityId; 
window.open('somepage.ascx?entityid=' + strEntityId, 'NewTarget;'); 

Or, since the current ID is in the URL, you can get the param using just standard ASP.NET stuff:

string id = Request.QueryString["entityId"];

How to create a table ID value in SalesLogix Web

First off, there is very little need to create a table ID value in SalesLogix Web. If you're relying on creating table ID values for records up front, you might want to rethink what you're doing. Table ID values are create by the framework automatically and is really something you can forget all about because it just happens when needed.

But, if you do need to create one, you can do this:

// First instantiate the service/object
Sage.SalesLogix.SalesLogixEntityKeyGenerator keygenerator = new Sage.SalesLogix.SalesLogixEntityKeyGenerator();

// Now grab a list of ID values (or a single one, the last param indicates how many to create)
List<string> keys = new List<string>(keygenerator.GenerateIds(typeof(ITicket), 1));

The current UserID is not in any entities, how can I get it?

Quote: Originally posted by Jordan The current UserID is not in any entities, how can I get it?

There are a couple of different ways to determine the current user. First, you can use the MySlx API like this:

// Use the MySlx API to get the current user 
IUser user = Sage.SalesLogix.API.MySlx.Security.CurrentSalesLogixUser;

Or you can also use the UserService like this:

Sage.Platform.Security.IUserService userService = 
      Sage.Platform.Application.ApplicationContext.Current.Services.Get<Sage.Platform.Security.IUserService>();
 
IUser user = userService.GetUser();
// Or
string userid = userService.UserId;

Quote: Originally posted by Jordan The current UserID is not in any entities, how can I get it?

This might help http://customerfx.com/pages/crmdeveloper/2014/02/04/programatically-looking-up-users-in-saleslogix-web.aspx

Plus a few other user related articles:

Determining if a User is a Part of a Team http://customerfx.com/pages/crmdeveloper/2009/02/04/determining-if-a-user-is-a-member-of-a-team-in-saleslogix-web.aspx

Determining the Current User's License Type http://customerfx.com/pages/integrationblog/2010/07/19/saleslogix-7-5-2-web-determining-the-current-user-s-license-type.aspx

WOW! It seems that Sage.Platform.Application... and Sage.SalesLogix.API.MySlx... are just the substitutions of Lan Application object and common Scripts that I have been looking for. Many thanks.  

Sometimes, I need to add a record to another SLX table besides using entity to add a record in a SLX table automatically. So, I need the ID of another table.

// First instantiate the service/object
Sage.SalesLogix.SalesLogixEntityKeyGenerator keygenerator = new Sage.SalesLogix.SalesLogixEntityKeyGenerator();
// Now grab a list of ID values (or a single one, the last param indicates how many to create)
List<string> keys = new List<string>(keygenerator.GenerateIds(typeof(ITicket), 1)); 

For those, why isn't there a parameter related to a concrete table?

Quote: Originally posted by Jordan ...For those, why isn't there a parameter related to a concrete table?

You don't pass a string table name, instead you use the interface for the entity you want the key for. In the the sample I provided, there is:

typeof(ITicket)

This says to create an ID value for the TICKET table, by way of it's interface. To create an ID for the ACCOUNT table you'd use:

typeof(IAccount)

Make sense?

However, just to point out, the scenario you mentioned "Sometimes, I need to add a record to another SLX table besides using entity to add a record in a SLX table automatically" you still don't really need to create the ID value. You can just do something like this:

var account = Sage.Platform.EntityFactory.Create<Sage.Entity.Interfaces.IAccount>();
account.AccountName = "Test";
account.Type = "Some Type";
// continue setting properties as needed
// then save it to the database
account.Save();

More on adding records using the entity model here: http://customerfx.com/pages/crmdeveloper/2009/01/29/programatically-adding-a-new-record-in-saleslogix-web.aspx

var account = Sage.Platform.EntityFactory.Create<Sage.Entity.Interfaces.IAccount>();
account.AccountName = "Test";
account.Type = "Some Type";
account.Save();

------------------

Wonderful sample using entity instead of ADO.net/SQL statement to add a new account. 

Are there samples for updating/deleting an existed account? 

In Lan version, the Application.GlobalInfo can be used to set/get session-level variables. In Web version, use ASP.NET Session object directly? 

Updating an existing account

If you have the ID of the record you want to edit, you can do this:

IAccount account = Sage.Platform.EntityFactory.GetById<IAccount>(accountId) as IAccount;
account.Type = "New Type";
account.Save();

You can read more here: http://customerfx.com/pages/integrationblog/2009/05/22/using-the-entityfactory-to-retrieve-entity-objects-in-saleslogix-7-5.aspx

Quote: Originally posted by Jordan In Lan version, the Application.GlobalInfo can be used to set/get session-level variables. In Web version, use ASP.NET Session object directly?

There's several ways to do this, some built in to the SLX DLLs, but an easy way is to just use the ASP.NET session. See http://customerfx.com/pages/integrationblog/2009/10/09/using-page-session-to-store-values-in-the-saleslogix-web-client.aspx

For lan version, I have a form in which there is a required validation on ebPwd field in the event handler AXFormValidate: 

Function AXFormValidate(Sender)

    AXFormValidate = True

    If (trim(ebPwd.Text) = "") Then

        AXFormValidate = false
        MsgBox "Password is required"
        ebPwd.SetFocus
        Exit Function
   
    End If

    ......

End Function

For Web version, what's the simpliest/best approach to do the same thing?

For Lan version, on the Account Detail view, as soon as the current account is deleted by cliecking menu Edit > Delete Account, something else needs to be done.

In Main View "Account Details", there is an event handler. I added some code there.

Function OnFunctionAfterExecute_EditDeleteItem(MainView, FunctionNumber, FunctionName) 

    'Do something else

End Function

For Web version, what's the simpliest/best approach to do the same thing?

The structure of our existing Lan version is:

SLX Network Slient (RDS on an independent Machine) -> SalesLogix Server (Addministrative Workstation on an independent Machine) -> SalesLogix DB (SQL Server on an independent Machine).

The structure of our oncoming Web version will be:

Web Host and SLX Web Client (Web Srevre on an independent Machine) -> SalesLogix Server (Addministrative Workstation on an independent Machine) -> SalesLogix DB (SQL Server on an independent Machine). Is it possible? For the SLX Web version, the SalesLogix Server will be still needed, right? 

Even though some of you client may we using the main web server client, you may also have Remote Web Client or even some user still using Lan.

Hence yes you do need the SalesLogix Server. NB I can be on the same server or a seperate server. Obviously in a web farm scenario you have 1 SLX Server and multiple Web Server.

Enjoy

Chris

Thanks Chris!