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Thread: Automatic Refreshing of Activities or Group Tabs

Craig Herder
Posts: 4

Automatic Refreshing of Activities or Group Tabs Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 30 Mar 07 10:11 AM

Sorry.... I'm not exactly sure where to post this request but....

We have a client who needs to implement a "mini" call center, if you wil, with just five people or so...
I've considered utilizing the Activities view, and/or a custom account/contact group to accomplish this...
the problem being that if someone else takes an inbound call from someone on my call list, I won't know
they touched them until I press the F5 key.... Does anyone have any ideas on how I could cause an automatic and/or periodic refresh of either view?

Hope I'm clear as mud.
TIA.

[Reply][Quote]

Jeremy Brayton
Posts: 491

Re: Automatic Refreshing of Activities or Group Tabs Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 30 Mar 07 12:58 PM

Which version? V7 has an auto-refresh for activities that you can set in Administrator, but I believe it's a per-system setting so it'd apply to everyone.

There are a multitude of Application.BasicFunction.Refresh* functions and I believe RefreshMainView is what simulates an F5 click for a specific MainView, like Accounts. It also works to refresh your custom detail views. RefreshActivitiesCache is another function that would be of interest and if I had to guess, that is precisely what is called every x minutes that you set in Admin.

[Reply][Quote]

Craig Herder
Posts: 4

Re: Automatic Refreshing of Activities or Group Tabs Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 30 Mar 07 1:22 PM

Thanks for your reply Jeremy.

That auto-refresh setting doesn't work for me on 7.0.1., at least not on the user Activities main view. I would expect an activity completed by another user to disappear off my screen within 1 minute (my setting)
but it doesn't.... I still have to hit F5..... unless I'm doing something wrong.

I'm aware of the many refresh options there are within the API... the issue is that it's all event driven. How could I run a background process that constantly refreshes the Acitivities view, regardless of some event?

Even better... nix the "please wait" message?

TIA.

[Reply][Quote]

Jeremy Brayton
Posts: 491

Re: Automatic Refreshing of Activities or Group Tabs Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 30 Mar 07 2:09 PM

Quote:

Originally posted by Craig Herder

That auto-refresh setting doesn't work for me on 7.0.1., at least not on the user Activities main view. I would expect an activity completed by another user to disappear off my screen within 1 minute (my setting)
but it doesn't.... I still have to hit F5..... unless I'm doing something wrong.

1 minute may be too low. Have you tried the default of 5? It's supposed to automatically refresh the Activities main view. I realize 5 minutes is too high for a call center, but I'm interested in whether or not the setting actually does anything. It's supposed to "just work".

Quote:

I'm aware of the many refresh options there are within the API... the issue is that it's all event driven. How could I run a background process that constantly refreshes the Acitivities view, regardless of some event?

The only thing I can think of is a custom .NET app that ties into the currently logged in SLX instance. That app then has a timer that keeps track of when to call the BasicFunctions.Refresh command again. I believe there may be a way to "fire and forget" a .NET extension that can accomplish the same thing, but only Ryan seems qualified to answer that at this point. The problem is SLX's more modal behavior of customizations in that you have to start up, perform some task, then quit.

Quote:

Even better... nix the "please wait" message?

Hard coded. I would think calling the functions "externally" using a .NET app might change things but I highly doubt it. You're basically just hooking into the existing app and using everything defined in it, not something built on top of it.

Everything to this point is how to deal with the existing views. What about customizing the Activities mainview and placing a timer on it, that called RefreshActivitiesCache ever so often? The real issue here is that every refresh is a hit to the database to return data. Clicking F5 I believe refreshes all open mainviews, so that alone will result in more data than is necessary. Since that is the case, it seems most efficient to code a custom view that handles it's own refresh of data. The problem of course is that you're very much reinventing the wheel or at least a portion of it (now that Activities aren't hard-coded).

[Reply][Quote]

Craig Herder
Posts: 4

Re: Automatic Refreshing of Activities or Group Tabs Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 30 Mar 07 2:25 PM

Jeremy,

I was under the impression that I had the ability to modify the "General" tab of the activity enty dialog, not anything in the Activities main view. Am I mistaken?

[Reply][Quote]

Ryan Farley
Posts: 2265

Re: Automatic Refreshing of Activities or Group Tabs Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 01 Apr 07 11:43 PM

Since this is v7, I'd definitely go the route of doing this as a .NET Extension. You could easily thread the calls to refresh the list and pop in the updated into the grid/list without reloading the entire thing. That would be a great way to go IMO.

[Reply][Quote]

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