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Sage CRM 7.2 Client-Side API

12 Jun Sage CRM 7.2 Client-Side API

Posted at 10:48h in Answers, Blog, Sage CRM by

Recently I was asked to hide the continue button on the ‘Case’ summary screen for one of our clients. As you can see in the image below, it is located on the top right corner of the screen.

'Continue' button on the top right corner of the screen.

Case summary screen with ‘Continue’ button


Since it was a client side customization, I was aware that it could be achieved by one of the many easy to use APIs released with the launch of Sage CRM 7.2. These new APIs can be accessed from http://help.sagecrm.com/js-api/classes/index.html
Sage CRM 7.2 client-side API

Sage CRM 7.2 client-side API


Coming back to our client’s requirement, I went to the above link, and found the ‘hideButton’ API to achieve the goal.
Having found the right API, following are the steps to plug it in Sage CRM 7.2
1.  Go to Administration -> Customisation -> Cases -> Screens
2. Select the correct screen you want the API to trigger for when it loads. Remember you can enable ‘inline customisation’ to find out the right screen.
3. Once you are sure of the screen name, select it from the list of screens in the Case entity (in my case it was ‘CaseWebPicker’). This will give you an access to the ‘Custom Content’ area where in you can type the following javascript code that uses the above API.
4. Code:
     <script>
                crm.ready(function()
                {
                                crm.hideButton(“Continue.gif”);
                })
   </script>
Click update and save the changes.
And voila! The continue button has disappeared!
Case summary screen without the 'Continue' button.

Case summary screen without the ‘Continue’ button.


Similarly, you can use many of the client side APIs with Sage CRM 7.2 to achieve your customisation requirements. The other benefit of using the new APIs is that they are browser independent, and you can use them across IE, Chrome or Firefox without any issues.
I would like to hear about you’ve leveraged Sage CRM 7.2 client side API. Feel free to drop in a line or two about your experience.
Happy Customising!