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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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literature request form
Posted: 31 Jul 07 6:14 AM
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can anyone please tell me on how to execute(write) a script that will get timestamp before the literature
request ,invoke the literature request form and then query the litrequest table for an litrequests after the timestamp and the activity(literature activity) is created via. script.
Activity should include the details of the items and quanytities to be fulfilled.
Pls send me the idea on how to proceed. |
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Re: literature request form
Posted: 01 Aug 07 8:44 AM
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Hi, Vijay,
What do you want to do with this data?
To me this sounds like a ripe opportunity to build a contact group. Join the LITREQUEST table to contact with a inner join by CONTACTID, then use a filter to limit the litrequests show to ones with a REQDATE that is within the last xxx number of days. You'll get a list view of all the literature requests within that time frame.
If you want to save it or preserve that snapshot, try writing a Crystal report that reflects the same set of data.
Mark |
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Re: literature request form
Posted: 03 Aug 07 10:22 PM
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Thank u for ur reply and i request you to answer for another question in this regard..
Activity created needs to be assigned to a person who is manager to the account for which literature request is made if it is not attended within 24 hours from the due date or if there is no manager for the account literature request should be assigned to another person.
looking forward for ur reply |
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Re: literature request form
Posted: 06 Aug 07 11:52 PM
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Hi Vijay,
Since Literature request form is a secure function for some reason, we can write a VB script before calling the form like this:
1. Create a new VB script
2. Put this piece of code
option explicit
sub Main
msgbox "Before Calling Literature Request"
Application.BasicFunctions.DoInvoke "Function", "ScheduleLiteratureReq"
msgbox "After Calling Literature Request"
end sub
3. Save it under system family
4. In standard menus, Under schedule, change the function to your script for literature request
5. Make sure to choose Activescript for action and your VB code from the list
6. Test it first if your script is getting executed
These steps should work...
Later, Query the Literature tables to get all the activity meant for literature request.
select * from LITERATURE
This query should get you all the literature requests. I think expirydate is the duedate of literature request... (Not sure). Please check the datagrid in Account module -> Literature tab to find out who fulfilled the literature request. If the request is past the due date, then reassign it to whoever you want to. I dont know how you can trigger this event of finding the past due date and reassigning. That should happen in some sort of trigger.
I will try to create a trigger and let you know.
Regards,
Rekha |
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Re: literature request form
Posted: 18 Jun 08 2:59 PM
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Has anyone attempted to re-write or create their own Literature Fulfillment Module? We use this feature extensively and unfortunately it is very cumbersome for our workflow. Before I go re-inventing the wheel, I thought I might ask the brain trust here to see if anyone else has had the same issues.
Thanks in advance for your comments...cd |
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