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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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Thread: account merge

David Ogles
Posts: 51

account merge Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 04 Aug 07 12:35 PM

how would you include custom tables in the merge function? (v7.01)

We have created several custom tables that are tied to the account table and need to make sure they are included when accounts are merged.

thanks,
dave

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Frank Chaffin
Posts: 475

Re: account merge Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 04 Aug 07 6:27 PM

The merge function looks at the joindate, sectabledegs, resynctabledefs to figure out what to do. As long as you created the table using the DBManager and have the approptiate joins the table should be moved. You of cource need to test this.

[Reply][Quote]

David Ogles
Posts: 51

Re: account merge Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 06 Aug 07 4:14 PM

I have all of the joins and I did create the tables in DBM, but it doesn't merge those new tables. Now we do have some tables that are not tied to the account directly (tree view in DBM), but are a secondary table and these need to be merged also. It just seems that there should be a way that we can include those other tables.

thanks,
dave

[Reply][Quote]

Frank Chaffin
Posts: 475

Re: account merge Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 06 Aug 07 4:36 PM

Did you check the "Cascade" settings for the joins to your custom tables?

[Reply][Quote]

David Ogles
Posts: 51

Re: account merge Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 07 Aug 07 6:16 PM

yeah, i've tried changing those. It just seems to skip those custom tables. Anyways, I wrote a merge script that does it all .

thanks

[Reply][Quote]

Frank Chaffin
Posts: 475

Re: account merge Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 07 Aug 07 9:02 PM

Adding a hard coded script is OK but you should not have to do it. I feels like there is something wrong with the Meta-Data (joindata, sectabledefs, resynctabledefs) in you database.

I have custom tables in my DB. The merge function works with the custom tables.. As an addtional test I did this in the V7.01 SalesLogix eval database..
- added table c_account (a 1-to-1 account table)
- added table x_account (a t-to-many account table)
- added a new account name TEST
- added rows to the a_account and x_account tables.
- merged the TEST account into and existing account

The custom tables were merged!

[Reply][Quote]

Bob (RJ)Ledger
Posts: 1103

Re: account merge Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 08 Aug 07 6:42 AM

Quote:

Originally posted by Frank Chaffin

Adding a hard coded script is OK but you should not have to do it. I feels like there is something wrong with the Meta-Data (joindata, sectabledefs, resynctabledefs) in you database.

I have custom tables in my DB. The merge function works with the custom tables.. As an addtional test I did this in the V7.01 SalesLogix eval database..
- added table c_account (a 1-to-1 account table)
- added table x_account (a t-to-many account table)
- added a new account name TEST
- added rows to the a_account and x_account tables.
- merged the TEST account into and existing account

The custom tables were merged!

Same here...
I've found that 90% + of the SalesLogix systems out there have metadata isues. .. and this does indeed impact all sorts of things in a very negative way.
--
rjl

[Reply][Quote]

Ron Buchanan
Posts: 72

Re: account merge Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 08 Aug 07 7:50 AM

We experienced the same problem with a client application. After many hours later, I found that we had circular joins creating the problem. Once we removed the incorrect joins, everything worked fine... merging from custom tables on all levels A/C and O! I'd verify the joins and also check to make sure they are correct in the SQL DB (not just the global join manager).

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