Scripting

In this article

    From the Scripting screen in the Maintenance Client, you can administrate the use of scripting in SuperOffice CRM. Using script files, you can automate various tasks for users in Sales & Marketing.

    The scripting function in SuperOffice Sales & Marketing supports two types of scripts:

     

    Scripts can be added as

     

    Using JavaScript

    Visual Basic is the default option for scripting. A script file cannot contain both Visual Basic and JavaScript. If you want to use JavaScript, note the following:

    • You need to add the tag //Language=JavaScript at the top of the JavaScript file, so that the script function recognises the script as JavaScript.

    • The following functions are not supported in JavaScript:

      • alert()

      • confirm() (window.alert(text); window.confirm(text))

    SOApplication.SOMessagebox(text, flag); is used instead

     

    Adding scripts

    Before you can start using a script in SuperOffice Sales & Marketing, you need to add it in the Maintenance Client. To do this:

    1. Copy the script (with file type .vbs or .js) that you want to use in Sales & Marketing to the ...\\so_arc\Scripts folder.

    2. Open the Scripting screen.

    3. Click Refresh at the bottom of the Script files list to refresh the list with scripts that have been added.

    4. In the list, check the script you want to use.

    5. Check Enable scripting, so that the scripts selected in the Script files list are available to SIX users.

    6. If you want to verify that the script does not contain syntax errors, you can click the Validate button.

    7. Click Save to save the scripting settings.

     

    Adding personal scripts

    You only have access to personal scripts if they are in your user folder (...\so_arc\username\Scripts) , and they are only available to your user ID.

    To add a personal script:

    1. Copy the script (with file type .vbs or .js) that you want to use in Sales & Marketing to the ...\so_arc\username\Scripts folder.

    2. Open the Scripting screen.

    3. Check Enable personal scripting, so that the scripts selected in the Script files list are available to Sales & Marketing users

    4. Click Save to save the scripting settings.

    Travel

    The scripts will automatically be copied to the traveluser during local update.

    Sample Script