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Schedule Phonecall or Meeting from Button on form
Posted: 19 Jul 06 8:20 AM
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fiogf49gjkf0d Basically what i am after is the ability to fire the Schedule Meeting & Phone Call wizards from buttons on my opportunity form.
All replies gratefully received 
Thanks,
Keri. |
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Re: Schedule Phonecall or Meeting from Button on form
Posted: 19 Jul 06 12:33 PM
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fiogf49gjkf0d Application.BasicFunctions.(Function Name):
1) CreateActivity*
2) EditActivity
3) DeleteActivity
4) CreateCompletedActivity
5) ShowActivity
6) ShowActivityNotePad
* - Most likely the only one you'll use
CreateActivity takes these parameters:
Type as String - A Type is one of "Phone Call," "Meeting," "To-Do"
ContactID as String - the SalesLogix ID for the contact.
OpportunityID as String - the SalesLogix ID for the opportunity.
Regarding as String
Notes as String
Leader as String
It returns a string, the ActivityID.
The functions are all in the SalesLogix LAN Developer's Reference found in the Support Online site. If you don't have access your BP should be able to get the Help file to you. |
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Re: Schedule Phonecall or Meeting from Button on form
Posted: 19 Jul 06 1:27 PM
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fiogf49gjkf0d The only problem with using these functions is that they are dialog-based. If you want to script in a new activity behind the scenes (without user intervention) then these won't do the job.
This doesn't sound like a problem for Keri - but a grudge of mine none the less |
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Re: Schedule Phonecall or Meeting from Button on form
Posted: 19 Jul 06 2:13 PM
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fiogf49gjkf0d I'll agree there but CreateActivity does a good job of filling in almost all of the dialog. On a good day I can just script a SendKeys{Enter} or whatever to press that OK button. v7 should take care of this but from my limited exposure it didn't seem be as open as attachments are. |
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Re: Schedule Phonecall or Meeting from Button on form
Posted: 10 Feb 11 5:32 AM
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fiogf49gjkf0d Hi Ryan!!
Im trying to do a new activity without the dialog... Can you help with this? I dont know everything the slx does in the CreateActivity()... I think i will have to do via query, am i right?
thanks!
Rafael |
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Re: Schedule Phonecall or Meeting from Button on form
Posted: 10 Feb 11 4:17 PM
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fiogf49gjkf0d Rafael,
Although the SLX application has an exposed Activity object where you can add activities, I prefer to just add direct to the database. You'll just open a recordset, AddNew, set the fields, and Update. Look at existing activity rows for help with what to set for the field values.
Ryan |
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Re: Schedule Phonecall or Meeting from Button on form
Posted: 11 Feb 11 5:58 AM
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fiogf49gjkf0d Hi Ryan!!
Thanks for the help... I will do direct to the database... im just stucked in FOREIGNID1, that is a field of ACTIVITY table, but i dont know where to get this value (the CreateActivity function do this but i dont know how)
bye!
Rafael |
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