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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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Auto Create Activity Follow up
Posted: 20 Mar 09 9:46 AM
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Hi, we are trying to "make" users create follow up activities - to stay in touch with clients.
We are using 7.01 - which I think is important - because we are using the Global Activity script.
I have been successful in making the Activity form(s) automatically come up after a user completes an activity.
I did that by using this code from the Global Activity script:
Sub Application_AfterCreateHistory(Activity, Sender)
AutoPhoneCallActivity Activity, HistoryID
End Sub
sub AutoPhoneCallActivity(Activity, HistoryID)
Dim objActivity
Dim Index
Dim StartTime
Dim Results
Dim ActivityType
Results = activity.ResultString
ActivityType = activity.Type
If ActivityType = 0 or ActivityType = 1 or ActivityType = 2 or ActivityType = 5 then
If Results = "Left V-Message" or Results = "Continue Follow Up" then
Index = 1 'GetActivityIndexByName(Replace(Replace(Sender.Caption, "&", ""), "...", "")) 'DNL
If Index = 0 Or Index = 1 Or Index = 2 Then
Set objActivity = Application.Activities.Add(Index, Application.BasicFunctions.CurrentUserID)
objActivity.UserID = Application.BasicFunctions.CurrentUserID
objActivity.ContactID = activity.ContactID
objActivity.ContactName = activity.ContactName
objActivity.AccountID = activity.AccountID
objActivity.AccountName = activity.AccountName
objActivity.OpportunityID = activity.OpportunityID
objActivity.OpportunityName = activity.OpportunityName
objActivity.TicketID = activity.TicketID
objActivity.Category = activity.Category
objActivity.Title = activity.Title
StartTime = DefaultStartTime(activity)
objActivity.StartTime = StartTime
objActivity.Display
End If
End If
End If
end sub
However, my question is that I am trying to default the new activity's start time - based on the previously completed activity's result.
Does anyone know how I could do this?
Thank so much! |
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Re: Auto Create Activity Follow up
Posted: 20 Mar 09 2:13 PM
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Thanks! I had tried that, but wasn't getting back the HistoryId - so your comment made me re-visit that idea.
I got it by the following code, in case this helps anyone.
Sub Application_AfterCreateHistory(Activity, Sender)
AutoPhoneCallActivity Activity, Activity.Key <-- This gets the last History Id
End Sub |
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Re: Auto Create Activity Follow up
Posted: 10 Feb 11 7:42 AM
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fiogf49gjkf0d
Hi Brian!!
I know this topic its too old, but i want to do something like u did... I want to make a "automatic" activity for follow-up... But i dont want to make with the command CreateActivity because shows a dialog... i want a automatic, with no user interference... Do u know how can i do this? Im thinking in make directly by query...but if you have a easier way, i apreciate..
thanks!
Rafael
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Re: Auto Create Activity Follow up
Posted: 10 Feb 11 7:54 AM
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fiogf49gjkf0d Hi Rafael,
We actually wanted to show the pop-up dialog, so they could change some properties, if they wanted to.
But, no I don't know of any other way to do that, besides what you are suggesting - just create one using SQL on the backend through the OleDB Connection.
We are doing that in other places in our code (no user interaction). |
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