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Another sales process question  
Posted: 21 Jul 09 4:24 AM
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Hi All,
Ill keep it short and sweet, i want to display a message box once the user has completed the final step in a sales process. It will used as a reminder to close the opportunity. Im having trouble figuring out how to tell when it is the final step that has been performed.
Thanks in advance  |
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Re: Another sales process question
Posted: 21 Jul 09 10:47 AM
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The DoCompleteStep function gives you the SALESPROCESSAUDITID of the step being completed. So, somewhere in your code you could do the following:
METHOD 1: Use the Highest Stage and Highes Step for last stage
-- Get the Number of the Last Stage and retrieve and store in variable called: lastStageNo
SELECT MAX(STAGEORDER) FROM SALESPROCESSAUDIT WHERE ENTITYID = myOppID
-- Get the Number of the Last Step for the Last Stage and store in variable called: lastStepLastStageNo
SELECT MAX(STEPORDER) FROM SALESPROCESSAUDIT WHERE ENTITYID = myOppID AND STAGEORDER = lastStageNo
'Then verify if the SalesProcessAuditID you got matches the last step:
SELECT SALESPROCESSAUDITID FROM SALESPROCESSAUDIT WHERE ENTITYID = myOppID AND STAGEORDER = lastStageNo AND STEPORDER = lastStepLastStageNo
-- If the ID returned here matches the ID that you got passed into the function, then this s the last step.
METHOD 2 - Use the Sequence field
' The other way around it is to get the step with the highest order:
SELECT TOP 1 SALESPROCESSAUDITID FROM SALESPROCESS WHERE ENTITYID = myOppID AND PROCESSTYPE = 'STEP' ORDER BY SEQ DESC
' If the ID returned matches the ID passed into the function, then this is the last step.
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Re: Another sales process question
Posted: 22 Jul 09 4:59 AM
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Hi Raul,
Ive gone through your SQL in the Server Management Studio and everyhting seems to work out great. All i have to do is implement it in the script 
As always thanks for your great help |
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