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 Author  Thread: Automate an export of group and post to ftp
David
Posts: 4
 
Automate an export of group and post to ftpYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 27 Apr 06 6:54 AM

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Hi

Does anybody know how to automatically export an Opportunity group and post it onto an ftp site?

I am guessing you would use the SLX agent to do this. There is an Active script which can call System: "SLX_Export_Group_To_Excel", but i guess this is for internal use only??

Thanks
David
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Ryan Farley
Posts: 2265
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Re: Automate an export of group and post to ftpYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 27 Apr 06 4:35 PM
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The SLX_Export_Group_To_Excel is not just for internal use. You can use it as well. Also there is an easier way IMO to export the group to excel. See my post here on that subject: http://saleslogixblog.com/rfarley/archive/2004/10/13/1094.aspx
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David
Posts: 4
 
Re: Automate an export of group and post to ftpYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 28 Apr 06 11:53 AM

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Great! The code looks great. It may do the trick - almost... It seems the code selects the contents of an open data grid. How can I select tthe contents of a particular released group, copy it to xl and then copy the xl file to an ftp server (or other file location)??

You would be a genius if you could do this...
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Ryan Farley
Posts: 2265
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Re: Automate an export of group and post to ftpYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 28 Apr 06 12:01 PM

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Ah yes, you do have some options for this. First of all, your easiest route would be to just use the SLX function to do this:

Application.BasicFunctions.ExportCurrentGroupToExcel

This takes two params, first the File Name, and second whether you want to show the file after it is done or not.

If the group you want to export is *not* the currrent group then you'll want to use GetGroupSQL to get the SQL for the group then open it in a Recordset (which you can then use the first method I mentioned before).

Does that help?
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David
Posts: 4
 
Re: Automate an export of group and post to ftpYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 03 May 06 11:51 AM

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Sorry for the delay on the response - we had a public holiday here in the UK.

So can this be run under a basic script as an SLX Agent?

David
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Jeremy Brayton
Posts: 491
Top 10 forum poster: 491 posts
 
Re: Automate an export of group and post to ftpYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 03 May 06 12:35 PM
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Application.* cannot be accessed using a SLX Agent. I haven't looked at Ryan's code from the link above but if it uses an ADO recordset to create the appropriate Excel entries then it should be able to work. You'll just have to tweak the code so that it doesn't rely on a datagrid and it's columns but the ADO recordset and it's columns. You also won't have easy access to the SQL of the groups to return the recordset you're looking for so this may be something you have to handcode each time you want it done.

I'd say if you can, don't use an Agent because there's too many extra hoops to jump through. There may be a method that'll produce a similar output to what you're looking for in an Agent but it'll be a lot harder than just letting a user click a button.
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Ryan Farley
Posts: 2265
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Re: Automate an export of group and post to ftpYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 03 May 06 4:51 PM

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Jeremy is right, you can't get access to Application.* from agents. This means you'll have a hard time getting the SQL for the group. While I don't know all of the requirements of what you're trying to accomplish, if it were me, I would use a SQL view instead of a SLX group, then just schedule a DTS job to kick out the excel file and FTP it (all of that is standard OOTB functionality in DTS). Why keep SLX involved in it at all?
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David
Posts: 4
 
Re: Automate an export of group and post to ftpYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 04 May 06 9:14 AM

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Hmmm... Thanks for the help... This would have been my second plan is the SLX agent couldn't do it for me.

Thanks again guys. Supurb job!

David
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