11/26/2024 10:22:19 PM
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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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Notes not saved when completing scheduled activities in 7.0 - Attempting a work around, could use some help...
Posted: 03 Nov 06 12:42 PM
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fiogf49gjkf0d We just upgraded our system to 7.0 and now when completing a scheduled activity, (phone call, etc) the notes added upon completion are not saved when the activity is converted into a history record. Note that they are saved when completing an unscheduled activity - we've verified that this is a (rather large and annoying) bug out of the box. (We got the exact same results on a fresh install...)
After testing this I've discovered that the history record details are copied directly from the Activity details from the database directly - completely ignoring the memo field on the form and the added/changed text in it.
I'm attempting to remedy this issue as this is very important core functionality and we need it to work properly...
I'm digging around the scripts and I find that everything relating to this seems to be placed into System:Global Activity. It looks like my best option would be to insert code in the 'Sub Application_BeforeCreateHistory(Activity, Sender)' area that will update the Activity record notes with the text from the memo field, so when it creates the History record directly from the database, the new text will be there.
I'm able to get the text by assigning a variable to Activity.Notes (or Activity.Longnotes) but I have no idea how to get the Activity ID to find the exact record to update.
The only two properties passed to this function are Activity (which, strangely enough lacks an ActivityID) and Sender, which I'm not making much progress with. Heck, my script blows up when I have 'msgbox Sender.name' so I'm pretty sure sender is null or unusable...
Any thoughts on how I can fix this?
Thanks...
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Re: Notes not saved when completing scheduled activities in 7.0 - Attempting a work around, could use some help...
Posted: 03 Nov 06 2:48 PM
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fiogf49gjkf0d Here's a fix I found on the newsgroups for this problem. Simply edit Application_AfterCompleteActivity in System:Global Activity to appear as the following:
Sub Application_AfterCompleteActivity(Activity, HistoryID)
'Temporary Fix for Defect 1-47955
' Completing activities lose notes
' TO BE officially fixed in 7.0 HotFix 2
dim rs, sql
sql = "SELECT LongNotes FROM History WHERE HistoryID = '"
sql = sql & HistoryID & "'"
set rs = CreateObject("ADODB.Recordset")
rs.CursorLocation = 3 'adUseClient
rs.CursorType = 3 'adOpenStatic
rs.LockType = 3 'adLockOptimistic
rs.Open sql, application.GetNewConnection
'See if the LongNotes got copied correctly - if not, fix it.
If Not (("" & rs.Fields("LongNotes").Value) = Activity.LongNotes) Then
rs.Fields("LongNotes").Value = Activity.LongNotes
rs.Update
End if
rs.Close
RefreshMySalesLogix
End Sub
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