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!
|
|
How Do I Rename an existing Sales Process?
Posted: 15 Jul 09 8:47 AM
|
| How do I rename an existing sales process through SLX? I can do it at the db level, but wanted to know if the admin tools provide this functionality. |
|
|
| |
|
Re: How Do I Rename an existing Sales Process?
Posted: 16 Jul 09 8:28 AM
|
....that's the same thing that Sage support said. That sucks. Oh well.
I can get real close with these sql updates:
update sysdba.salesprocesses set name='New' where name='Old'
update sysdba.SALESPROCESSAUDIT set name='New' where name='Old'
update sysdba.plugin set name='New' WHERE TYPE = 1 and name = 'Old'
But when the user changes the Process selection dropdown to the new one, the page refreshes (the web version), but it resets the Sales Process dropdown to ‘None’ (even though the stages are right).
Any thoughts? |
|
|
| |
| |
|
Re: How Do I Rename an existing Sales Process?
Posted: 16 Jul 09 3:49 PM
|
Stephen:
From the statements you are showing, the first 2 are ok, the third one will not work, instead you need to copy the process (or edit it) and assign the new name.
The reason why it doesn't work that way is because the Process Name is also embeded within its Definition (inside the Datablob - as an XML document).
In the past, I have written routines to extract the XML Document from the Data field, update it and save it back, but since you only have to deal with 1 item you should stick to the Manual process.
|
|
|
|