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Latest Forum Posts
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Samuel HolmströmStaff
In general, working with project members can be a bit tricky because they are stored in a separate table in the database that sits between the project and the person. This setup allows for a many-to-many relationship : One person can be a member of multiple projects, and one project can have multiple members. The downside of this structure is that you can’t see projects when searching for a person , and you can’t see people when searching for a project . However, there’s a workaround using the old Service search tables , which allows you to search directly in the projectmember table. This lets you display the full list of project members. If you have a Service license, you can use the following URL to go straight to a project member search. Just replace XXXX with your customer ID: https://online.superoffice.com/CustXXXX/CS/scripts/ticket.fcgi?_sf=0&action=searchTable&table=projectmember This method won’t allow you to see all projects that don’t have any members, but it does provide a simple overview of all members across all projects.
21. maj 2025 | 02.00 PM -
Thanks, appreciate your effort.
20. maj 2025 | 07.29 AM -
Tony YatesStaff
Hi Ralf, For your specific use case, you would add that button as defined in the Add a button or link documentation. There is a TIP at the top of the page, linking to all available template variables, which can be used in the button URL link, and will be replaced with the variable data. With Development Tools comes a lot of options . CRMScript automation is a significant component, as is schema extensibility with Custom Objects. Here is a repo with a lot of CRMScript examples . There there are the docs about Custom Objects . These should be good resources to start with, and feel free to ask more questions later when you have more specific scenarios or use cases to discuss. Best regards.
19. maj 2025 | 09.57 AM
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