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Forum to discuss writing script in Architect plugins for SalesLogix & general SalesLogix customization topics (for Windows client only). View the code of conduct for posting guidelines.
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Creating a custom opportunity group in the Query Builder using a custom opportunity field as a condition doesn't upgrade the custom group upon changing the condition
Posted: 21 Jan 10 11:46 AM
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Here is our background:
* SLX v7.2
* Our opportunities are created based on each opportunity being its own "Event" and so we have a custom field added to the SLX Opportunity table called C_EVENTID that is filled in manually by one of our Operations staff before the event actually runs. This C_EVENTID is an integer (i.e. 1565) that comes from another proprietary system.
* The User creates a new opportunity group called Event Query and using the query builder wants to search for a particular opportunity so in the condition tab pulls down the C_EVENTID field and builds the query by putting Equals (=) and the value, for example, 1565.
This works great and shows the user the one opportunity that matches up to that C_EVENTID. It is a 1:1 relationship...
However, when the user goes into the Query Builder to edit the Event Query and puts another number (1575) in the value field, and then clicks on OK, the opportunity record stays on the last C_EVENTID that was entered before (1565). It does not take the user to the new opportunity record (1575) as expected.
I can get the SLX client to go to refresh the group and effectively move to the new record if I follow these steps:
1. Instead of clicking on "Edit Group" I click on "Manage Groups"
2. The Group Manager window comes up and I click the "Edit" button there which takes me to the Query Builder
3. I change the C_EVENTID from 1565 to 1575 and click OK.
4. This brings me back to the Group Manager window and if I then click on the "Select" button the opportunity will change from 1565 to 1575 as expected.
First off, I'm an admin so I'm not even sure if my users have access to the Group Manager and I would actually hope they do not. There seems like there should be a way for the group to "refresh" itself after changing the value of the custom opportunity field in the Query Builder but I can't for the life of me figure out what that process might be. After changing the value on the condition in the Query Builder I have tried the following:
* hitting F5
* hitting CTRL+F5
* going to another group and coming back to the "Event Query" group
The Event Query group never updates itself unless I go through the Group Manager, change the query in the Query Builder and then click on the "Select" button from the Group Manager. Or.... I can close the SLX client and open it back up and the group has changed but that is obviously not an ideal situation either.
Any suggestions on something I may be easily overlooking?
Thanks in advance! |
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