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 Architect Forums - SalesLogix Scripting & Customization
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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 Author  Thread: Auto Create History Record
NebSeb
Posts: 49
 
Auto Create History RecordYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 11 Jan 08 5:33 PM
Is there anything within sales logix that I can call that will allow me to pass variables into it and create a history note?
We dont have any capital to really go and purchase another application to do this, so I am trying to find a way within SLX to accomplish this.

Any help would be appreciated.

Thank You
[Reply][Quote]
Ryan Farley
Posts: 2265
slxdeveloper.com Site Administrator
Top 10 forum poster: 2265 posts
 
Re: Auto Create History RecordYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 11 Jan 08 10:40 PM
There is nothing built in to do this. You don't need a 3rd party app to do it, but you will need to write some code.

-Ryan
[Reply][Quote]
Paul Pacun
Posts: 48
 
Re: Auto Create History RecordYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 12 Jan 08 6:56 PM
Neb.

Its easy if you plan a little. Look at the current history table and then do an insert into it. Be certain to add the account and contact information (If you wonder why the data is a little denormalized - its for the security reasons) and pay attention to the type of note you are creating - the numeric value - its like 26xxx is really important (they are from the picklist table).
[Reply][Quote]
Mark Dykun
Posts: 297
 
Re: Auto Create History RecordYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 13 Jan 08 9:14 AM
Neb,

notw activity type is '262148'. Create an include script and add a method to insert the activity. As paul said make sure that you look at the table and estabilish the fields that need to be set. Everywhere you need this functionality include this script and make the call. Overall the code should not be too hard.

Mark
[Reply][Quote]
NebSeb
Posts: 49
 
Re: Auto Create History RecordYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 14 Jan 08 9:07 AM
What picklist would i find the history record types? the list of 26XXX?
[Reply][Quote]
NebSeb
Posts: 49
 
Re: Auto Create History RecordYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 14 Jan 08 9:10 AM
Nevermind, I actually found it right after i posted. It is the Activity Types PickList. :D

Thanks for the help.
[Reply][Quote]
Ryan Farley
Posts: 2265
slxdeveloper.com Site Administrator
Top 10 forum poster: 2265 posts
 
Re: Auto Create History RecordYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 14 Jan 08 3:11 PM
Quote:
Originally posted by NebSeb

What picklist would i find the history record types? the list of 26XXX?


NebSeb, I realize you already found the picklist, but I was going to mention that I have the list posted here as well: http://saleslogixblog.com/rfarley/archive/2004/04/09/522.aspx

-Ryan
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