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Re: Passing ContactID to DoInvoke "Function", "Insert:Note"
Posted: 25 Oct 06 5:26 PM
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fiogf49gjkf0d Don't use DoInvoke, instead use CreateCompletedActivity. This allows you to pass in a contactid, and other values, to populate the "Insert Note" screen.
Application.BasicFunctions.CreateCompletedActivity "Note", MYCONTACTID, "", "Notes subject", "Creating a note", Application.BasicFunctions.CurrentUserID
Params are:
Type (Phone call, Meeting, To-Do, Note)
ContactID
OpportunityID
Regarding
Notes
UserID
Any of these values can be blank. One thing to point out is that this is broken in v7. Regardless of whether you pass in a contactid or not, it will still pop the contact lookup (although you can fix this yourself since this is now customizable in architect to make it only pop the lookup if no contactid was passed in). SLX says it is functioning as designed, so they wouldn't create a defect for it, but it was logged as a feature request  |
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Re: Passing ContactID to DoInvoke "Function", "Insert:Note"
Posted: 17 Jul 07 7:48 AM
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This is the System:History Detail View. There is code in the form show event to determine if it is a new activity. If so, it checks the user options to see if prompts are requested for the contact, regarding or category. These can be skipped. Just determine additional conditions of when not to show the prompts.
Sub AXFormShow(Sender)
Dim objOptions
If Activity.Key = "" And Activity.BasedOn = "" Then
If Activity.Type = atNote Then
Set objOptions = New ActivityUserOptions
If objOptions.PromptForContact Then
lveContact.Popup
End If
If objOptions.PromptForRegarding And pklRegarding.Text = "" Then
pklRegarding.Popup
End If
If objOptions.PromptForCategory And pklCategory.Text = "" Then
pklCategory.Popup
End If
Set objOptions = Nothing
End If
End If
CheckLead
'This calls a custom script to update custom fields
Populate_CCMember_And_CCUnit
End Sub |
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