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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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 Author  Thread: Set Current Lead ID
Dave Cleary
Posts: 61
 
Set Current Lead IDYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 24 Nov 14 2:53 PM

Hi


There is a function that is used in saleslogix called Application.BasicFunctions.CurrentAccountID.SetCurrentAccountID


Is there a Lead equivelent?


I already have a custom Account lookup that works fine and changes the account record to whatever i choose from the lookup. However I want to create a custom lookup search on the Lead entity rather then the account but can't seem to achieve the same results. Is there something else I can use to retrieve the lead chosen?


I'm returning the leadid and have tried Application.BasicFunctions.ShowViewForRecord function which works to an extent but opens a new window with the lead in where i want to just change the existing lead on display.


Any help will be appeciated.


Thanks in advance


Dave

[Reply][Quote]
Lee Harris
Posts: 23
 
Re: Set Current Lead IDYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 01 Dec 14 10:37 AM

Hi Dave,


Try using the following (replacing LEADID with the id of the record you wish to display).


 


Application.MainViews.AddEx "System:Lead Details", 1, True, 1, LEADID, ""


 


This should open the Lead Details form (providing you are using the OOTB one) for the given ID. The true value states that an existing view will be used if one is available.


Let me know if this does the trick.


 


Regards,


Lee

[Reply][Quote]
Dave Cleary
Posts: 61
 
Re: Set Current Lead IDYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 20 Feb 15 9:19 AM

Hi Lee


Sorry for the late reply. That worked perfectly...!!


Thank you


Dave

[Reply][Quote]
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