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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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 Author  Thread: Ad hoc teams
Phil Sim
Posts: 16
 
Ad hoc teamsYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 21 Feb 08 11:27 PM
Has anybody tried to create teams programmatically?
[Reply][Quote]
Bob (RJ)Ledger
Posts: 1103
Top 10 forum poster: 1103 posts
 
Re: Ad hoc teamsYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 22 Feb 08 7:15 AM
Yep.. it can be very messy...

You are dealing w/Meta-data that is subject to change (by Slx) anytime they want to do so (and it has changed over time).

If this is a one-time deal to just get a bunch of teams built up.. then just use teh Slx Profiler and you will see just what you need to do..

--
RJLedger - rjlSystems
[Reply][Quote]
Phil Sim
Posts: 16
 
Re: Ad hoc teamsYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 22 Feb 08 9:46 AM
Thanks RJ. I have a prospect who has about 20 sales people but team security is very important to them as they do not want other teams to view accounts they do not have access to. The problem is that the teams are assigned on the fly so they could have virtually unlimited permutations of possible teams. I was thinking of building an interface from the client where a sales manager could select the users and via code, it will create the team on the backend and assign that team to the new account and oppo.
[Reply][Quote]
John H. Hedges
Posts: 62
 
Re: Ad hoc teamsYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 22 Feb 08 11:26 AM
That actually sounds like a job for an OLEDB Provider Plugin Extension, but those things can get nasty, development-wise... then again, I may only be saying that because I keep getting asked to build things that make SLX work in ways it really isn't supposed to.

Regardless, once the number of teams significantly exceeds the number of users, that's usually a sign that there's a need for a new approach!
[Reply][Quote]
Matt Dockins
Posts: 159
 
Re: Ad hoc teamsYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 22 Feb 08 12:21 PM
"Regardless, once the number of teams significantly exceeds the number of users, that's usually a sign that there's a need for a new approach!"

Very well said!
[Reply][Quote]
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