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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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Launching an Active Form from a Sales Process
Posted: 19 Sep 07 8:55 AM
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Good day,
First, we are running Saleslogix 6.2 SP3, on SQL 2000.
We have a sales process definied that includes the launch of our contact detail form. The step with the contact detail form hyperlink is defined with an action "Form" linked to our LAN form "System: Contact Detail".
When the step is launched, it tries to open the legacy "Contact Detail Enhancement" form that we recently unreleased, despite the update I listed in the previous paragraph. The error is "Error Legacy View Contact Detail not found."
SP_SalesProcessFunctions builds an XML string for the sales process step. Despite the change I made to the salesprocess (and saved and released), within the SP_SalesProcess function, the stringtype data in the created XML string does not equal "ActiveForm", it equals "Form".
Can anyone point me in the right direction?
Thanks,
Mark |
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Re: Launching an Active Form from a Sales Process
Posted: 19 Sep 07 9:27 AM
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Mark:
First of all, I want to clarify something just in case, so please don't take this negatively.
When you modify a Sales Process, the changes are limited to the Plugin table, it doesn't touch the process on existing opportunities. So, if you make a change to the process, then you need to go to an opportunity, change the process to None, and then change it back to your process so that it reloads the process steps from the Plugin table. Then you would have to test it.
In general, when you assign a Sales Process to an opportunity, SLX Copies that sales process definition to the Opportunity. If you make changes down the road, those will not affect existing opportuinties. Imagine that a new step is added at the Qualification Stage, you wouldn't want it to interfere with an opportunity that is already on a Track to being closed. It should only affect new opportunities (at least that is how I interpret it).
Again, this may or may not be it, but seems to fit with what you are experiencing.
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Re: Launching an Active Form from a Sales Process
Posted: 19 Sep 07 1:36 PM
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Thank you, Raul. That does explain some of the behaviors I was seeing. I'm still learning!
Curiously, even after I copy a Sales Process with the step that's breaking, save it, and release it, then link it to an opportunity, I get the same error, as if the step is looking for a legacy form, not a 6.2 active form.
The clarification helps. I will look for broken records that refer to that step in the plugin table.
Mark |
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Re: Launching an Active Form from a Sales Process
Posted: 19 Sep 07 2:01 PM
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Here's an exact copy of the steps that I am taking to correct the problem. The result is that I receive the error about
1. Create a new step in stage 1 called Verify, linked to the form, System | Contact Detail, then save, and release to Everyone. It is the second of two steps.
2. In the Saleslogix 6.23 client, switch an opportunity sales process to "none", then back to "Copy of Techserv". I click on the new step hyperlink, and it properly opens the contact detail form.
3. Delete the first step [that was not working] in stage 1, save, and release the sales process.
3. In the SLX client, switch an opp to the sales process "none", then back to "Copy of Techserv". I click on the new step, the only step in stage 1, and the contact detail form opens properly.
4. Edit the step, changing the name to "Verify Contact" from "Verify". Save, and release the process.
5. In the SLX client, switch an opp to the sales process "none", then back to "Copy of Techserv". I click on the new step, the only step in stage 1, and the contact detail form FAILS to open, erroring with "Error Legacy View Contact Detail not found".
So if I'm OK with a step name that I do not like, I suppose this will work. If anyone can connect the dots, I'd appreciate it.
Mark |
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Re: Launching an Active Form from a Sales Process
Posted: 20 Sep 07 9:08 AM
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I deleted the stage with the offending step, recreated it, and recreated the stage, and the problem no longer occurs. Hardly a technical solution, but at least it works.
Thanks,
Mark |
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