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Over due activity Screen...
Posted: 09 Jan 08 12:59 PM
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Not sure this is the correct forum for this but none of the others seemed to fit for this question. So if this is in the wrong one I apologize.
I had a question about the overdure activity screeen that pops up from time to time ... This pops up and you can snooze activites etc. We are using version 7.0.1 and I was wondering what causes this to pop up. It seems if it pops open I can click on the red x and close it and then it does not pop open right away... it seems to go a way for a while then pop open later. Is there a process that pops this open every 5 mins ro so ? If so is it possible to change this at all?
Thanks fro your help this forum is always a super resource for information  |
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Re: Over due activity Screen...
Posted: 10 Jan 08 8:50 AM
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Yes. You can upgrade to version 7.2 which has the ability to turn this pesky pop-up off. OR you can modify the code (or write your own) which produces the Activity Table records. For every Activity Record, the system currently also creates a USER_ACTIVITY record. The USER_ACTIVITY records are used to trigger that Activity Pop-up. No record, no pop-up.
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Re: Over due activity Screen...
Posted: 10 Jan 08 11:49 AM
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I would be careful on USER_ACTIVITY records....they are used to show Activities on the Calendar screens.....Meetings, Phone Calls with multiple users have multiple USER_ACTIVITY records (once the user has confirmed their attendance).
There are a couple of BUGS in this as of 7.2.1 (and they were in 7.01)......
1. Changing Leaders doesn't seem to bring along/create the USER_ACTIVITY records correctly
2. Changing Leaders when you COMPLETE an Activity doesn't create the USER_ACTIVITY records (presumably because you're going to delete the Activity and USER_ACTIVITY records ANYWAY as part of completing an activity and creating a history record). But if you want a list of who attended a meeting (based on USER_ACTIVITY) you are Geschrooooot.
3. The new History Detail View shows a list of Users.......the code is going after USER_ACTIVITY (which we know is wrong as a) they are all deleted.....and b) some may not even be created (when changing leaders #1, or changing leaders when completing an activity #2).
A customer had a simple request: create a history record and display it on the calendar (as a completed activity) for every user who attended a meeting......this works about 70% of the time....OUCH! We used to do it in Triggers (SQL not SLX) in 6.2.6....and it worked then.....not so in 7.01+
RJ Samp |
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Re: Over due activity Screen...
Posted: 10 Jan 08 12:57 PM
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That's good to know. I didn't really know how multiple user meeting were set up. Or not set up.
In my case, we had to create a "Call Center" where a sales rep. would have a customer activity list just showing his schedule for the current day (with options for next day, next week, next month) in a simple grid. And double clicking on an activity would then display the related Contact Detail view. We didn't want these activities showing up on the normal calendar or triggering the activity pop-up dialog. And in our case, any positive action by the sales rep would automatically delete the activity record and create an appropriate History record. Thus, we didn't have to worry about the issues you just mentioned.
But why does the multi-user meeting History record processing only work 70% of the time? Do you know under what conditions it fails? And why couldn't the whole concept be based just on the Activity Table?
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Re: Over due activity Screen...
Posted: 10 Jan 08 1:09 PM
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I explained why the User History popup fails.
1. The actual USER_ACTIVITY records that it's going after is DELETED as part of the normal SLX Complete Activity routine. The records simply aren't THERE to display!
2. If you change the activity leader, not all of the USER_ACTIVITY records are created. This is a BUG....or they expect you to wait until every user has gone through the Activity CONFIRMATION process.
3. If you change leaders as part of the Complete Activity View (which is the History Detail View after all) then NO USER_ACTIVITY records are created......assume that SLX knows that they will be deleted anyway (see #1) so they don't create them. |
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Re: Over due activity Screen...
Posted: 11 Jan 08 7:12 AM
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RJ Samp's correct.. even in v7.2.1 there's major issues w/Activity "re-alignment" (changing leader). The old User_Activity record gets deleted but the new on fails to be (created).. so it does not show up on the calendar! Integrity checker is a work-around....
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RJLedger - rjlSystems |
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