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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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Setting CurrentAccountId
Posted: 11 Dec 07 11:31 AM
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I am working over a mainView with Account's insurance policies information (Policies); but the value of application.BasicFunctions.CurrentAccountID is empty. In this mainview I want to schedule activities for the account related with the currentId of Policy's mainview....
Please anybody can tell me How Can I set the value of CurrentAccountId ?
I test with application.BasicFunctions.SetCurrentAccountID(anyAccountId), it sets the application.BasicFunctions.currentAccountid but also shows the account mainview, I don´t want to show the mainview, I want only to set se value of application.BasicFunctions.currentAccountid.
Please Help me
Patty
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Re: Setting CurrentAccountId
Posted: 13 Dec 07 9:35 AM
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The purpose of Application.Basicfunctions.CurrentAccountID is to retrieve the AccountID from the Account Mainview, so if you don't want that open, then that function isn't going to be much good for you.
If the mainview you have open is tied to a table with an account ID in it, you can try and grab it from there. If you are trying to associate the record to an account, you need to add a wayto the details view to lookup an account.
This is pretty basic stuff for SalesLogix, so it might be helpful for you to receive some training from your reseller. |
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Re: Setting CurrentAccountId
Posted: 13 Dec 07 12:40 PM
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The only problem with this is that SalesLogix hard codes these values and uses them. I am struggeling with a similar situation. We have a custom main view that is linked to an account. I want to have the user input a note from that form linked to the account. Since the note form is hard coded and looking for the "currentaccountid" value and it is not linked to that record, that value does not get populated. Once SalesLogix opened up different Mainviews from the standard TACO (Ticket, Account, Contact, Opportunity) mainviews they should have provided a way to populate this value without loading the form.
Just my two cents.
Ted |
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Re: Setting CurrentAccountId
Posted: 13 Dec 07 1:36 PM
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| It looks like I misunderstood - my apologies - I guess I read through too quickly. I thought the need was for the mainview itself, not the activities screen. Yeah, I guess the only thing I would do at this point is create my own screen for scheduling an appointment, if the scheduling need isn't too complicated (allow for recurring activities, in other words). Other than that, it looks like there really is no way to make changes to what is already there. |
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