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Contact Processes
Posted: 27 Jun 06 11:47 AM
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fiogf49gjkf0d All;
What I would like to do is attach a Contact Process to a new Entity that is not a contact. Unless I am missing it, I don't see where this can be done. Does anyone have any tricks up their sleeve on this topic?
Thanks,
Carla |
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Re: Contact Processes
Posted: 27 Jun 06 3:43 PM
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fiogf49gjkf0d Carla,
It is my understanding the SalesLogix Processes can only be used with Contacts. |
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Re: Contact Processes
Posted: 27 Jun 06 4:19 PM
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fiogf49gjkf0d Frank is correct but there are tricks, such as making your company an account and yourself a contact and assigning all Processes to yourself. You still have to fall back on the fact that it's all centered arround contacts, so if you do account, opportunity, or ticket work you'll have to make joins to the contact table for it all to process correctly.
I guess it also depends on what you're trying to do. Could you give us any clues to what that is or is it hush-hush? |
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Re: Contact Processes
Posted: 27 Jun 06 7:11 PM
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fiogf49gjkf0d Thanks!
I have created a new Entity called "Patient", due to HIPPA etc. I am testing/(toying with..) a seperation of these types from regular contacts. So basically a new table "Patients" which resembles the contact for the most part with a few custom tables attached. I would like to attach processes to these folks/records/patients.
Past that I can not go into much more detail. So far I have been able to create or work around the functionality I need to inherit, but this one is an Unknown for me.
Carla  |
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Re: Contact Processes
Posted: 28 Jun 06 1:11 AM
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fiogf49gjkf0d An alternative would be to just use contact entity but make the patient records a layer below it in a hierarchy of child tables. This can create more information than you care to keep though, as each contact has to have an address. Since each process task matches against a contactid, things like activities wouldn't work as a typical process any other way. You could probably trick it by using a catch-all contactid and scripting to mark which patient records should be processed but it would mean every event had to be scripted as there would be no way of linking up other tasks to individual patient records. That's so much extra work that it may be simpler to just use what's there. |
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Re: Contact Processes
Posted: 28 Jun 06 7:34 AM
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fiogf49gjkf0d Thanks Jeremy; I appreciate the input. I will continue to 'play' with these and other ideas. It is always a fun piece of work to survey different solutions!
Carla |
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Re: Contact Processes
Posted: 28 Jun 06 9:48 AM
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fiogf49gjkf0d I am a little of a newbie, but I just finished the dev class and a question similar to this came up. Correct me if I am wrong, but are you trying to schedule a process for a custom 'contact' type structure that exists in addition to the OTB contact environment?
cd |
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Re: Contact Processes
Posted: 28 Jun 06 9:58 AM
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fiogf49gjkf0d Nope. I'm playing with new table and mainView, new "Entity", etc.
c |
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