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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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Create Hierarchical Relationship between Category and Regarding fields of a Scheduled Activity
Posted: 19 Aug 08 11:15 AM
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Hi All,
We have the Regarding field for “Scheduled Activities” configured as a pick list that is also free form. But the more options we add the less user friendly the list becomes as it gets too long. I would like a way to add filtering to the Regarding field pick list options so I can add more Regarding options without making the list too long.
My thinking would be to use the Category chosen for an activity to be the parent source for hierarchical filtering of the Regarding choices. We have automated pop-up and requirement for completion of the Category and Regarding fields any time a Scheduled Activity is entered. So I’m thinking the Category field could be set to require completion before anything else is selected. This means the Regarding field would always have a Category option to filter by if this kind of function is possible. I’m thinking of functionality similar to the ACI, where the Category and Regarding fields would interact in a hierarchical relationship.
Does anyone have experience setting up a hierarchical relationship between the Category and Regarding fields? Again, In this case I’m thinking of the Category field as the parent of a Regarding field option. If Category can’t be used as a parent, is there some other way that filtering for the Regarding field could be setup?
Thanks for the suggestions! |
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Re: Create Hierarchical Relationship between Category and Regarding fields of a Scheduled Activity
Posted: 29 Aug 08 11:48 AM
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create a table similar to AreaCategoryIssue (flat file, not a hierarchy, you store all of the tuples/ordered pairs)
come up with a managed form with a grid, data form for the table, call the managed form from Tools Manage menu so you can administer the data.
When you open the Activity Detail form build a Regarding ComboBox based on data in the category. No data in the Category, no possible selection in the regarding.
When you change the Category, then rebuild the Regarding Combo Box based on the Category Value.
Shouldn't be that hard to do.
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Re: Create Hierarchical Relationship between Category and Regarding fields of a Scheduled Activity
Posted: 01 Sep 08 1:28 AM
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If you are using Version 7, you can set up the pick Lists for Category and Regarding similar to the Type and Subtype picklists in the Account Details form.
In the Activity Details form, the initial picklist setting is done in an included script. That is where you would assign the picklist name for Category and the initial picklist for Regarding.
Then you catch the OnChange Event of the Category Picklist box and assign a different picklist name to the Regarding box.
Every value of the Category picklist would then have its own corresponding Regarding Picklist name. If the user enters a "new" value for Category, you can either set a default picklist for Regarding, or you let the user choose one of the existing picklists & copy it to a new name, or create a new Regarding Picklist. |
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