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Merge Records 
Posted: 20 Feb 08 8:54 AM
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Hi all
Can we customize merge account/contact form. because i need to update a flag in custom table under account table.Is that possible to customize this so that i can write my own query over there before merging or is there any function is firing in slx before merge so that i can write this code over there(just like before delete function global system script)
Can any bosy pls help me in this issue
Thanks in advance
mark
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Re: Merge Records
Posted: 20 Feb 08 9:39 AM
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I actually responded to a similar question on this a few days ago, in your case however this is really a work around and you can't, to the best of my knowledge, alter the merge wizard.
Here is the response:
To do this, you would need to change the argument of the mainview's groupspanel's (right panel's) pop up menu's item for 'merge records' to an active script, then have that active script perform your custom code. (open the account details mainview, click on the groups panel, open the popupmenu property, select 'Merge Records' and look at the Action and Argument
Finally in the custom code when you were ready to call the merge screen you would need to add the following line:
Application.Basicfunctions.DoInvoke "Function","MainView:DupMerge" |
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Re: Merge Records
Posted: 20 Feb 08 2:26 PM
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| I am going to be doing the same sort of thing but was going to use a function hook event instead. |
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Re: Merge Records
Posted: 20 Feb 08 6:57 PM
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| Can u explain me about function hook event |
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Re: Merge Records
Posted: 20 Feb 08 6:57 PM
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| Can u explain me about function hook event how to use it |
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Re: Merge Records
Posted: 20 Feb 08 6:58 PM
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Originally posted by Andrew Arens
I am going to be doing the same sort of thing but was going to use a function hook event instead. |
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Re: Merge Records
Posted: 21 Feb 08 7:42 AM
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If you look in the help section of the architect under: "Secured Function Events" there is an explanation ou what the hook events are.
For an example ou them in use if you look in the GlobalScript (7.x) "System:Opportunity Management" the HookEvent is "OnBeforeFunctionExecute_InsertOpportunity(functionNumber, functionName)". |
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Re: Merge Records
Posted: 26 Feb 08 4:17 AM
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I did the same and it is working fine. But one issue i am facing is if i select only one record the merge option need to be disable(this is normal functionality) but it is still enabling so where i have to write the code for disable this option if i select only one record
Mark
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Re: Merge Records
Posted: 28 May 09 3:19 PM
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I'm trying to do something similar and am running into some difficulties:
1. I can't get Application.Basicfunctions.DoInvoke "Function","MainView:DupMerge" to fire. No apparent way to pass parameters.
2. I get OnFunctionEnabled_MainViewDupMerge to fire, but not OnBeforeFunctionExecute_MainViewDupMerge.
Even if I got either to work, I'd only have the selected Accounts prior to the Merge Wizard starting. There's apparently no way to actually see which Accounts were selected as PRIMARY, DELETE, MERGE, or IGNORE...
Can anyone shed more light on work arounds to this functionality without rebuilding it?
Thanks. |
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Re: Merge Records
Posted: 28 May 09 11:46 PM
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I tried this several years ago with no luck.
Basically, the function was designed so that it merges 2 records as selected on the list view, but there was no way to setup that selection.
After spending a long time trying to get it to work, I decided it was much faster to build the functionality I was looking for on my own. |
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