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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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Updating field values in Tabs
Posted: 06 Mar 07 3:42 PM
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fiogf49gjkf0d Hi,
I am trying to determine the best way (or accepted way) to do the following:
The vendor that implemented our saleslogix project has created a custom tab on the opportunity object for us. (Deal Detail)
I am going to create a couple more tabs related to the oppty. (TX Detail, ABC Detail)
I want to add a button on the (Deal Detail) custom tab, which when clicked I am going to grab some information off various opportunity tabs (perhaps cnotact or account tabs or detail screens as well). I will then do some calculations and I want to update various fields on various tabs related to the opportunity.
How do I get access to those fields?
By the way, I will probably be using .net to perform the calculations if that makes any difference.
Should I just grab the fields from the database, based on the oppty ID, load them into memory in .net and do the work?
But all I know is that I can't just update the fields through the database - because of the sync repercussions, etc...
So I guess I will have to pass back the updated fields to SLX and update the fields through VB script somehow?
thanks so much for any help on this!
Hopefully I can start giving back to the forums as I start working on this project.
We are going to be doing some crazy stuff!
I have just received the Devlogix III.7, and I was hoping this kind of thing was in there, but I can't find it. Maybe I just dont know what to look for though...
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Re: Updating field values in Tabs
Posted: 07 Mar 07 6:45 AM
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fiogf49gjkf0d If you are going to do SalesLogix Development you should take an Slx Dev training course.
The types of questions you are asking would be answered there. You need to obtain a good solid understanding of just how SalesLogix works and how to work with it.
.. and no.. you do not need to use .NET to do the calculations. It's better (quicker) to do what you want to do inside SalesLogix.
--
rjl |
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Re: Updating field values in Tabs
Posted: 14 Mar 07 9:23 AM
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fiogf49gjkf0d Hi, Brian,
More or less, those tabs are associated with a certain mainview. So, look at the Sales Process and Marketing forms plugins in the opportunity family. The values that are revealed in the forms is saved in DB tables, and you'll need to examine the specific forms that write the data to determine where the data is saved.
You could create another tab view form, like Marketing or Sales Process, add your button, and execute the computations based upon the events associated with your button control. Whether you want to display the data in a datagrid control on that form, or write it permanently to DB tables is your choice, eh?
Is that a place to start?
Mark |
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Re: Updating field values in Tabs
Posted: 16 Mar 07 12:50 PM
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fiogf49gjkf0d Application.MainViews.ActiveView.TabsViews("Family:Plugin Name").Control.Property. This will let you access a control on any tab in the active Mainview.
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Re: Updating field values in Tabs
Posted: 18 Mar 07 12:07 PM
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fiogf49gjkf0d Thanks guys, I think the direction I am heading is this:
Once the use clicks the button, I will "refresh" the screen which will save all the values.
Call my .net extension
Then I will get the values out of the db.
Do all of my processing
update the database values I need to update
then back in the vb script, "refresh" again to show all the values I updated in the db
Seems to work just fine. Might not be the most efficient way to code it, but it will be easy to maintain going forward.
Limited VB Script, and all the processing/calculation code in my .net extension
Plus, I don't have to access all the other tabs/forms in my code - they will just pull the correct data once I update it. |
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