Home | Forums | Contact | Search | Syndication  
 
 [login] [create account]   Monday, August 18, 2025 
 
slxdeveloper.com Community Forums  
   
The Forums on slxdeveloper.com are now retired. The forum archive will remain available for the time being. Thank you for your participation on slxdeveloper.com!
 Web Forums - SalesLogix Web Platform & Application Architect
Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (For version 7.2 and higher only). View the code of conduct for posting guidelines.
Forums RSS Feed


 Back to Forum List | Back to SalesLogix Web Platform & Application Architect | New ThreadView:  Search:  
 Author  Thread: Insert Opp Contact with Entity model
Steve Knowles
Posts: 657
Top 10 forum poster: 657 posts
 
Insert Opp Contact with Entity modelYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 22 Apr 09 4:00 PM
I have a custom page to filter only contacts that belong to the opp parent account. A datagrid is displayed, the user clicks on the contact they want to choose and the id is returned to the "GridView1_SelectedIndexChanging" procedure. Is it possible to insert the contactid using the entity model?

I had coded an insert that works but would like to use the entity model.. I am trying this although I know it won't work:
string contid = GridView1.DataKeys[rowIndex].Value.ToString();
Sage.Entity.Interfaces.IOpportunity opp = this.GetParentEntity() as Sage.Entity.Interfaces.IOpportunity;
IOpportunityContact oppcon = Sage.Platform.EntityFactory.Create();
oppcon.Opportunity = opp;
oppcon.Contact = contid;
oppcon.Save();
Of course I get 'Cannot implicitly convert type 'string' to 'Sage.Entity.Interfaces.IContact' on this line > oppcon.Contact = contid;


So how can I insert the contactid I have returned from the gridview into the oppcontact entity? Is this possible? I know it is looking for an object but am not quite sure how to give it what it wants.. thanks

[Reply][Quote]
Mike LaSpina
Posts: 116
 
Re: Insert Opp Contact with Entity modelYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 22 Apr 09 5:39 PM
Steve,
You're trying to set the contact object to an ID. You need one more step to get the contact object:

oppcon.Contact = Sage.Platform.EntityFactory.GetById(contid.ToString());

This returns a contact object which is what the oppcontact entity is looking for.
[Reply][Quote]
Steve Knowles
Posts: 657
Top 10 forum poster: 657 posts
 
Re: Insert Opp Contact with Entity modelYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 23 Apr 09 7:38 AM
Thanks for pointing me in the right direction Mike - actually this is what worked:
oppcon.Contact = Sage.Platform.EntityFactory.GetById(contid);

[Reply][Quote]
Steve Knowles
Posts: 657
Top 10 forum poster: 657 posts
 
Re: Insert Opp Contact with Entity modelYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 23 Apr 09 8:39 AM
I have a somewhat related question.. I am calling an insert child dialog action from the (+) button on the insert opp contact grid. A datagrid with all contacts for the parent account show up, user clicks one and the insert is made with the entity model. I have two problems I am trying to get around:
1. This does not work when called from the insert opp screen as the oppID doesn't exist yet.. Is there a way to get around this?
2. Closing the insert screen - The flow goes like this - user clicks the grid and that fire the insert on the SelectedIndexChanging event. If I then close the screen with the X in the corner, the grid on the opp contacts tab refreshes and shows the new contact. I tried closing the screen with DialogService.CloseEventHappened(sender, e); after the insert. I also tried firing it from the SelectedIndexChanged event with the same results - the form closes but doesn't refresh the grid. Then I tried firing from a button click - this closes the screen and refreshes the grid.. Can I get the screen to close without an extra button click and still refresh the grid? Thanks
[Reply][Quote]
Mike LaSpina
Posts: 116
 
Re: Insert Opp Contact with Entity modelYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 23 Apr 09 10:17 AM
Steve,
Glad you got it working. I'm always on the paranoid side when passing IDs around, so I'll almost always put that ToString() on the end in my code.

On your first issue, you should be able to get it working. Even though the opp is not yet created in the DB, it is created in memory. The insert child dialog will more or less do the following:
- Create an OppContact entity
- Set the contact to the selected contact
- Do an Opp.Contacts.Add passing in the oppcontact entity from above.
Filtering the contacts will only work if you have an account in context already. You can see if you have an account by calling the GetParentEntity function when you enter the form.

On your 2nd issue, you'll probably need to manually call the refresher service to refresh your grid before you close the dialog. Here's the stock code from the oppcontacts screen:

if (PageWorkItem != null) {
Sage.Platform.WebPortal.Services.IPanelRefreshService refresher = PageWorkItem.Services.Get();
if (refresher != null)
{
refresher.RefreshAll();
}
else
{
Response.Redirect(Request.Url.ToString());
}
}
[Reply][Quote]
Steve Knowles
Posts: 657
Top 10 forum poster: 657 posts
 
Re: Insert Opp Contact with Entity modelYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 23 Apr 09 12:57 PM
Got both item working as desired. Thanks again for the input Mike.
[Reply][Quote]
 Page 1 of 1 
  You can subscribe to receive a daily forum digest in your user profile. View the site code of conduct for posting guidelines.

   Forum RSS Feed - Subscribe to the forum RSS feed to keep on top of the latest forum activity!
 

 
 slxdeveloper.com is brought to you courtesy of Ryan Farley & Customer FX Corporation.
 This site, and all contents herein, are Copyright © 2025 Customer FX Corporation. The information and opinions expressed here are not endorsed by Sage Software.

code of conduct | Subscribe to the slxdeveloper.com Latest Article RSS feed
   
 
page cache (param): 8/18/2025 2:22:05 AM