6/20/2025 2:28:16 PM
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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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Deleting an account/opportunity
Posted: 04 Sep 07 3:23 AM
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Hi,
I have a requirement to Merge 2 accounts and their dependencies such as account table, c_account table, opportunity table, c_opportunity table, activity table etc in case if there is same customer number provided for 2 accounts. it will ask "Same customer number found in another record, do you want to merge both accounts"
while doing so, after updating one account, I need to delete another account... The problem that I face is, after deleting, the pagination does not get refreshed.. also it says "Invalid record" when the deleted record is accessed through pagination. i have tried
Application.BasicFunctions.CascadeDelete "Account" , strAccountId,
Application.MainViews.ActiveView.Refresh
Nothing seems to refresh the pagination.. any ideas? has anybody tried deleting an account programmatically? looks like SLX has encapsulated deleting account and opportunity from being accessed by developers. |
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Re: Deleting an account/opportunity
Posted: 04 Sep 07 9:31 AM
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Are you trying to keep the current group? What is the content of your current group? Is it a lookup result containing the records to be merged?
Why not make the Merged Account the selected record? Application.BasicFunction.SetCurrentAccountID strID
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Re: Deleting an account/opportunity
Posted: 25 Sep 07 3:54 AM
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You could use the Duplicate Wizard from the manage menu and do the duplicate checks. The joins you specify for your custom table can have a cascade delete based on which you could achieve the expected behavior.
Regards
Kannan |
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