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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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Question regarding Contact Processes and scripting
Posted: 18 Oct 07 7:53 AM
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Hi,
I have a request to set up the following in SalesLogix (ver 6.1.3): When the status of an account changes to "sold" (vis the status picklist on the account detail form), create 2 new to-do's as follow-up actions. I do not want to do a database trigger, so I thought that maybe I could set this up using Contact Processes. I have been playing with this, and I can't seem to get it to work correctly. There doesn't seem to be any way for the process to kick off automatically when the status changes to sold. Is there any way to get this scenario to work using Contact Processes, or is there a way to accomplish this using scripting? 
Barbara |
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Re: Question regarding Contact Processes and scripting
Posted: 19 Oct 07 8:57 AM
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The answer is yes to both, but either way you have some scripting to do.
You will want to capture the original value as the form comes up on the screen, and then test it OnValidate to compare.
Here is where script comes in.
Either - script the launch of your contact process here (there is an article on how to do this on the site), or script the activities. If you script the process, then you can always make changes to the process without having to touch the code.
I'm not sure how much detail you need, so I kept the explanation pretty high level...
ws |
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Re: Question regarding Contact Processes and scripting
Posted: 19 Oct 07 10:01 AM
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| Thanks for the reply. I'm very new to SalesLogix, so any more detail you could give me would be greatly appreciated. It sounds like scripting the launch of the process would make more sense - do you agree? |
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Re: Question regarding Contact Processes and scripting
Posted: 20 Oct 07 8:51 AM
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I would say that although the scripts involved are not very involved, they are more of an "intermediate" level than beginner's stuff because of how it needs to be connected and tested. i.e. you probably want to get your business partner to help.
Re: Scripting the activities vs the process - I am biased towards the process because that leaves you in control of the details. This way when the users come back to you and want to change something about the activity, you can do it easily.
It's really a trade off - if you script the activities, then boom... there they are in the database. If you script the process, you will have more testing. (Mostly on the process side)
Not everyone is comfortable using processes though - early versions had some problems (mostly with one person scheduling a process step for somebody else). If you do go this route, plan on testing that out pretty throughly before you turn it live.
I think that the 3rd party launch issue was not resolved until 6.2, so be careful there. (You did say you were on 6.1?)
Hope that helps, even if it was not quite what you were asking for....
ws
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