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 Author  Thread: SLX Web - TEAM Ownership
jclark
Posts: 3
 
SLX Web - TEAM OwnershipYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 31 Mar 06 9:39 AM

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In SLX Web, I would like to be able to assign a security template that would enable a user to open an account and assign a team ownership profile rather than the default 'everyone' or 'everyone (view only). Can anyone help?
[Reply][Quote]
Kannan Srinivasan
Posts: 49
 
Re: SLX Web - TEAM OwnershipYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 01 Apr 06 3:18 AM
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Clark Security Profiles dont apply to the Saleslogix web client. You would need to use Javascript to control the behavior of dropdown/html controls/CSS. You can have a seperate template for teams which you can use in SalesLogix web using the Overrides functionality available in the SalesLogix Web client.
[Reply][Quote]
Martin Draper
Posts: 41
 
Re: SLX Web - TEAM OwnershipYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 04 Apr 06 8:49 AM
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What I tend to do in situations like this is to include the result of an action on the page.

The action would returns the options list for a drop down. For example, the following would return a list of all teams with the description as the text and the seccodeid as the value.

--------------------------

Sub Main
Dim strOutput as String
Dim dbHandle as Long
Dim strSQL as String
Dim intCount as Integer

strSQL = "SELECT SECCODEID, SECCODEDESC FROM SECCODE WHERE SECCODETYPE = 'G' ORDER BY SECCODEDESC"
strOutput = "<option value=" & Chr(34) & "/" & Chr(34) & "></option>" & Chr(10) & Chr(13)

dbHandle = DBOpenSQL(strSQL, True)
DBMoveTo dbHandle, "Last"
DBMoveTo dbHandle, "First"

For intCount = 1 to DBRecordCount(dbHandle)
strOutput = strOutput & "<option value=" & Chr(34)
strOutput = strOutput & DBGetValue(dbHandle, "SECCODEID") & Chr(34) & ">"
strOutput = strOutput & DBGetValue(dbHandle, "SECCODEDESC") & "</option>" & Chr(10) & Chr(13)
DBMoveTo dbHandle, "Next"
Next

SetActionResult strOutput

End Sub

--------------------------

Then in the HTML, have something similar to:

<select multiple style="width:145px" name="team" size="5">
<#INCLUDE name=getteamlist type=action>
</select>

Where getteamlist is the name of the action.

I haven't tested this bit of code, but it should work.

Regards,

Martin
[Reply][Quote]
Jeff Ballard
Posts: 326
 
Re: SLX Web - TEAM OwnershipYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 11 Apr 06 11:10 AM

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You could also use a combination approach.

First, use the special hard-coded picklist owners - its not really a picklist in SLX that you can manage, but it returns a list of valid owners. This is from the "accinfo" template:

<#PICKLIST list=Owners field=accowner options=Q style="width:198px">

Then you could use JavaScript to remove the Everyone and Everyone (view only) from the drop down list on the page load client side.

Then, if you don't want all users to have the functionality, then you can user overrides (as mentioned above).

Jeff
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