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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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Automatically setting a reminder
Posted: 15 May 07 9:00 AM
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fiogf49gjkf0d I am completely new to SalesLogix, so if my problem seems trivial, plese forgive me.
I have a requirement to set a reminder on a meeting activity raised from a Sales Process. When the meeting details are shown and the sate and time is set I would like to default a reminder alarm for 3 days prior to the meeting. Thought this would be a fairly simple task, but I am unable to automatically set the reminder in the manage sales process section, unless I tick the "Automtically Schedule, do not prompt user" option, but I need the user to set the time and date.
My next thought was to set the default reminder parameters in Tools/Options/Activities then amend the script for the Activity Details View form and add chkAlarm.Checked = True to the AXFormChange sub thinking this would automatically check the Alarm check box when the form opens and is populated with data, but I still have no joy.
Can anyone help? I am current using SLX version 7.0.0.1296.
Thanks
Steve Jowett |
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Re: Automatically setting a reminder
Posted: 21 May 07 3:57 AM
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fiogf49gjkf0d The only solution to this problem, that I can come up with, is to set a trigger on the SQL Server database to set the reminder if it has not been set by the user. |
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