Technical CRM document

Technical Customization Approach

For CRM

Best of Breed Software Solutions (India) Pvt. Limited

BBSS House
st
1 Main, 1st Block, BTM IV stage,
Bangalore 560 076
 Technical CRM document

File Name Version. Rev

CRM Customization Technical 2.0

Authored by
SUDHAKAR.N Date 20/MAR/2019

Revision History for Design

Version Date Author Description Reviewers

Creating a field, modifying

2.0 20/MAR/2019 SUDHAKAR.N an existing label ,changing SUPRIYA PANDIT
mandatory fields
 Technical CRM document

1) Creating a field in crm in all the screens

First go to the page where customization has to be done and find the viewname of the screen by

(right-click --> view source -->find .xsl file name) or (right-click --> view source -->find viewname)

Then Execute the following query:-

Select viewname from crmuser.srmviews where xslfilename like ‘%<place xsl file name from view sourse>%’;

Then go to CRM -->Customization --> Editors --> View Configuration Editor (tab)

A) Find the respective view and select the respective VIEWNAME

B) And go to display tab

 Technical CRM document

C) Select any item and click ADD ROW button, a new empty row will be inserted where u have to give the
required fields like

CorporateModBO -- None -- Attribute -- CorporateModBO.tds_CIF_Id --

CorporateModBO.tds_CIF_Id -- VDI22448 -- Tax Deducted at Source Customer ID --
true -- false -- None -- N -- N

VDI22448 -- > lable name which will be displayed on Front End (any number and avoid Special characters)

D) Click on the label which will take u to the screen

E) Click on Create

F) Once after completing click on save

G) Next enter the same code in the LABELCODE on this screen and give submit
 Technical CRM document

H) Then double click on the code and lable name that is displayed, it will be taken to the Customization --
> Editors screen

I) In Item Name column select any of the predefined which is not used (grep in the RESPECTIVE display folder)

J) Copy the same item name and paste in Transformation Expression, Default Label and XSL identifier.

K) Next check-in on VISIBILITY to make the field visible on the front-end and If the field is mandatory check-in
on MANDATORY also.

L ) On the input type select as per the requirement if you choose to give DROPDOWN LIST then u have to
enter the content in the below content ,Before adding the content save the field else it will be Vanished

M) Once the data is entered click on SAVE button to save the changes made.

N) Then right click on VIEWNAME and generate resource file and deploy view

Note: Don’t forget to remove temporary files and clear cache (administation→clear cache)
 Technical CRM document

D1) TO ADD the content in the drop down list:

Go to CRM -->Administration --> General Setups --> Data Categories
And click on create

D2) Category type is the name you will give on Customization --> Editors DropDown list

D3) After filling the content click on Save Data Category

D4) It will be saved and to enter the second option on the same category select the category type from the
drop-down and go with ADD VALUE and give the required data and click on save.

D5) Once it is saved again click on Save Data Category.

Once After these above steps is done go to backend and add the respective fields in the .XSL file.

C1) Go to the xsl file that needs to be modified

C2) Now give the code respective to the input You need, if it is DROP DOWN make sure u give like the
following code structure:

C3) if the option is text field then follow the following code structure:
 Technical CRM document

C4) if the option is lookup field then follow the following code structure:

C5) Once after the coding part is done, add the field in the order where it has to be reflected and follow the
following code structure:

C6) If any method or function should be used go through C4 Image and create the code in the file to add our
own javascript file just go to the xsl place that in <script></script> on following code structure:

C7) Now save the file and check the front end it will be showing the changes you have made so far

2) Changing label in crm in all the screens

2. A) First go to the page where customization has to be doneand find the viewname of the screen by

(right-click --> view source -->find .xsl file name) or (right-click --> view source -->find viewname)

2. B) Then Execute the following query:-

Select viewname from crmuser.srmviews where xslfilename like ‘%<place xsl file name from view sourse>%’;

Then go to CRM -->Customization --> Editors --> View Configuration Editor (tab)
 Technical CRM document

2. C) Find the respective view and select the respective VIEWNAME

2. D) And go to display tab

2. E) Choose which label you need to change on searching itemname tab. You can find the label on seeing that
front-end screen (ex: city to birth city) and go to respective label
 Technical CRM document

2. F) Click on Create

2. G) Once after completing click on save

2. H) Next enter the same code in the LABELCODE on this screen and give submit
 Technical CRM document

2.I ) Then double click on the code and lable name that is displayed ,It will be taken to the Customization
--> Editors screen

2. J) Once the data is Modified / Entered click on SAVE button to save the changes made.

2. k) Then right click on VIEWNAME and generate resource file and deploy view

Note: Don’t forget to remove temporary files and clear cache(administation→clear cache)
WHEN EVER YOU ARE STARTING TO DO MODIFICATION IN CRM KEEP A SAFE FILE AND THEN PROCEED

3) Common erros we use to get in crm customization:

Message: 'xslProc' is null or not an object

Line: 50

Char: 5

Code: 0

URI:https://ibm.bbssl.com:5510/FinacleCRM/servlet/com.infy.cis.ui.cif.RetSQDE_det?apprFlag=true&ope
rationType=null&IntWFID=null&screenName=null&isMCEdited=N&mcJNDIFlag=false&isCopy=N&SECUREHKEY=n
ull&FLDHASHKEY=null

The following above error will come

 Technical CRM document

1) if we not copied file properly from core to customization path

2) we missed xsl keyword in .xsl file
3) problem in coding as wrong chossen of templates

3.2) Javascript error:” length is null not an oblect”

This error come

3.2.1) when we copied xsl file from core to customizatin path we forget to copy the respective javascript files
to that respective view
` 3.2.2) wrong calling of javascript function in xsl file
These above erros haults the creation of cifid in crm
4) If all the screens working properly but our validation is not happening
This is because of wrong placement of javascript file in .xsl file and coding syntax error of javascript