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Reporting & Notification Forums - Alerts & Workflow
Forum to discuss the use of notification and workflow tools with SalesLogix, such as SalesLogix Process Orchestration, KnowledgeSync, TaskCentre, SQL Notification Services, etc.. View the code of conduct for posting guidelines.

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Thread: Create alert for Opp record added

Steve Knowles
Posts: 657

Create alert for Opp record added Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 26 Sep 08 11:45 AM

I am trying to create a KSync event for when an Opportunity is inserted into the db. Can anyone point me in the right direction here? Not sure how to do this..

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Ryan Farley
Posts: 2265

Re: Create alert for Opp record added Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 27 Sep 08 2:03 AM

Hi Steve, what version of SLX is this for (just trying to see if Process Orchestration would work, brain-dead easy for that sort of thing, but only for 7.5)

[Reply][Quote]

Steve Knowles
Posts: 657

Re: Create alert for Opp record added Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 27 Sep 08 7:57 AM

it is 7.5 and for a demo. I will look into that. Any tips to get me going?

[Reply][Quote]

Stephen Redmond
Posts: 190

Re: Create alert for Opp record added Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 28 Sep 08 3:47 PM

I can recommend a good book

PO workflows are Windows Workflow projects that you build in VS2008 with SalesLogix assemblies referenced. Then you can target SalesLogix entities and have tasks run with a reference to the entity that kicked off the workflow.

There are a couple of XML files - ProcessLib.xml and ProcessStart.xml - that you need to modify to get your workflow registered into the ProcessHost and then it should kick off as soon as a change (or new record) happens.

Cheers,

Stephen
www.slxmaster.com

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Paul Cannon
Posts: 23

Re: Create alert for Opp record added Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 29 Sep 08 8:20 AM

Steve, if you don't want to go down the Process Orchestration route, TaskCentre would be a good alternative.

[Reply][Quote]

Stephen Redmond
Posts: 190

Re: Create alert for Opp record added Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 29 Sep 08 10:43 AM

Absolutely, Task Centre is a great alternative and I am on that band-wagon.

One problem is that if you are trying to replace an existing KS installation, TC might not go down too well whereas PO can more easily go in alongside KS (if it fits the requirement).

Stephen

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