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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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Launch Input form from Input Form
Posted: 28 Apr 10 9:11 AM
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SLX 7.5.1:
The customer want the option to enter data into the Add Opportunity form, then after clicking OK jump straight to a custom Add Sales Order data form.
To do this, I have a checkbox on Add Opportunity called Create New Quote.
If it is checked, when the Opportunity is created a global variable gOpenQuote is created with a value of True.
On the Opportunity AXWhenChange event, I added an If statement to look for the gOpenQuote global variable.
If it is there, I have a ShowViewForRecord to open the custom Add Sales Order form. Since there is no exisiting record, the ID parameter is ""
The problem is this: The Add Sales Order form is supposed to load certain default information from the Opportunity Record. This is done with GetField commands using the lookupID from a bound LookUpEdit. But the bound fields do not populate, so the other fields don't populate either. This all works if the record is added from the Quote tab on the Opportunity view.
In troubleshooting this, I've noticed that the Add form is launched before the Insert Opportunity form is closed. Is this part of the problem? How can I launch this form in Add mode from Insert Opportunity and have it function the same way it works from the tab? |
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Re: Launch Input form from Input Form
Posted: 29 Apr 10 6:43 AM
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1 do this from your own menu item which replaces slx script
2 your menu calls your script that
A. Launches the add opp form
B. If a global info variable that You have set on the OK button AND add sales order check box is true
Launch add sales order with another global info variable oppID just created by you in add opp form
C. App basicfunctions setcurroppid and jump to the new opp.
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Re: Launch Input form from Input Form
Posted: 07 May 10 4:05 PM
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I'm launching the add salesorder from the close event in Add Opportunity form.
That seems to work more smoothly, BUT it seems that CurrentOpportunityID does not get updated it time to automatically populate fields in Add salesorder that are bound to opportunity table records, which DOES appear to happen if you start a new record by right clicking an opportunity tab.
First I'm saving the new opportunityid to a global variable, then use that in the Add salesorder form to optain values from the newly created opportunity record to display on the add salesorder form.
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