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Opportunity Status in Snapshot cannot be updated
Posted: 25 Jun 06 6:24 PM
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mirtazapine buy online buy mirtazapine fiogf49gjkf0d I have a 6.2.4 test db that I am using to solve a problem we have with our 6.2.1 production db. Basically, the test db was upgraded from an early copy of our 6.2.1 production db. The data from all tables except the security, synch transfer, and picklist tables was truncated. The forms were updated to 6.2.4 with our customizations and the latest production data transferred to it. The only data that was not transferred were the tables noted as exceptions.
The test db is giving me the following problem. We have customized the Opportunity Detail view so that when the user presses a button, a customized form is displayed. The main purpose of this form is to update the Opportunity Status to something other than Active. When the customized form is closed, the Opportunity Detail view is refreshed and the Snapshot is supposed to reflect the changed Opportunity Status.
This process works when I am logged in the client as the admin user. It does not work when I am logged in as any other user. I haver verified that all the appropriate forms are released to Everyone. I have run profiler traces when each user is logged in. The only difference is that the Opportunity Status is updated only when the admin user is logged in. Other Opportunity fields are able to be updated by the admin and other users.
A similar kind of behavior is observed when the different stages of the Sales Process for an Opportunity are changed.
I was wondering if you have any suggestions as to whether there is a setting I am not aware of that is preventing users other than admin from updating the Opportunity Status. I have checked the Field Level security for the Opportunity Status for a user other than the admin and the field is allowed to be accessed by all users.
I appreciate any suggestions you may have. |
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Re: Opportunity Status in Snapshot cannot be updated
Posted: 26 Jun 06 5:30 AM
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rescue inhaler cost over the counter asthma inhalers fiogf49gjkf0d Thanks for your answer.
The code does run LoadSnapShot immediately upon return from the custom code. The problem is that when a user other than admin is logged in, the update statement updates other Opportunity fields except the Status. The custom form has an edit control data bound to the Status field. I even have a message box for troubleshooting that shows this control having the changed status in the custom form's afterpost event . However, the profile traces I run shows that the Status field is only updated when the admin user is logged in. This is the reason the LoadSnapShot method reflects the changed Status only when the user is loggged in. When any other user is logged in, the Status stays at Active and no part of the snapshot is updated.
This process does work for any user in my production 6.2.1 db. There must be some security setting I am missing. |
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Re: Opportunity Status in Snapshot cannot be updated
Posted: 26 Jun 06 2:51 PM
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fiogf49gjkf0d Can you have a Data Form linked to the TACO tables themselves? I wasn't aware you could, because of the fact that the Data Form CREATES a missing BaseTableID if it's not found. By calling a custom form on the opportunity table and NOT passing your existing OpportunityID to it, you're effectively creating a new opportunity with JUST the updated status (an opportunityid, status, everything else is NULL). At least that's where this theory runs in my head, having NEVER done that (nor will I ever. There's too many what if's to even want to test such a feat though the curiosity in me is piqued).
What I have a problem with is the fact that any of this works. From where this is in my head you have a bound control on a custom form that is linked to the status. Is this control even pulling in the correct status from the database? For an update it would mean you would have to be in EDIT mode, which always brings in the existing value (in this case "Active"). If it's blank it's indicating that it's not correctly bound and any indication that it's working suggest something is hard-coded and possibly fooling you into believing a false positive.
If you want an example, I suggest looking at the Close Opportunity form. That may not be the name but it's what is called when an Opportunity is closed. This form correctly updates the Opportunity and the snapshot when it's closed and is a very good starting point. Whenever I do any customization work I tend to look inside SalesLogix for something that does close to what I want and then mimic the results. In most cases I simply save the form as a new name and/or version and start working from there. |
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Re: Opportunity Status in Snapshot cannot be updated
Posted: 26 Jun 06 4:23 PM
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fiogf49gjkf0d I appreciate everyone's answers.
Here is the fix, as I understand it, for the users' inability to modify the Opportunity Status. In our implementation of the application, the accounts are owned by everyone. This means that the default profile applied to all users except the admin user is the "Read/Write Profile" template. (this can be seen in the User Profile for the administrator under the Teams tab, in the User Team section). We do have other custom templates to apply our desired field level security. These templates do not apply because of the account ownership.
With the help of our consultant, we modified the ProfileType for the "Read/Write Profile" template in the SECPROFILE table from S to U in order to modify it. We then allowed access to the Opportunity Status field to this profile. It had been Read Only. As soon as this was modified, any user can now use our custom form to modify the Status of an Opportunity. This same modification allows any user to take the opportunity through all the stages with no problem since the Status field is key for this function as well.
I understand that we do not see this problem in 6.2.1 because of a bug. |
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Re: Opportunity Status in Snapshot cannot be updated
Posted: 26 Jun 06 6:27 PM
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fiogf49gjkf0d Jose,
I just checked the Opportunity.Status field our 6.2.1 databases and found that this field was set to R/W access for all users. Do your know if someone changed this in your database at sometime in the past? |
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Re: Opportunity Status in Snapshot cannot be updated
Posted: 26 Jun 06 9:33 PM
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fiogf49gjkf0d Frank,
I don't know who modified the profile in our database. When we checked it today, it was a System type profile unable to be edited. We had to change its type to U to be able to edit the one field. |
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