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Thread: Snippet to Update a UserID field on Completion of Record Insertion

Andrew Sokolsky
Posts: 26

Snippet to Update a UserID field on Completion of Record Insertion
Posted: 20 Jan 09 11:56 AM

I have a new entity under the Account entity called AccountRoles where this is a 1:M join on the AccountID. The AccountRoles table also has a UserID field that I want to be updated by join on a UserName field from the UserInfo table. So basically after a new AccountRoles record is created, I have an AccountID (from Accounts table) and UserID (from the UserInfo table). The join from Account to AccountRoles table seems to work in updating the AccountID, however, the join from UserInfo table to AccountRoles to update the UserID does not.

The goal of this is to have a new Group view that will show all the records from the AccountRoles table where the UserID field matches the UserID of the person who is logged in.

Any ideas.

Thanks

[Reply][Quote]

Ryan Farley
Posts: 2265

Re: Snippet to Update a UserID field on Completion of Record Insertion
Posted: 21 Jan 09 12:27 AM

Not sure I completely follow what you're after.

If what you need is a group to show something where the userid is the current user, then you can use the literal ":userid" for that. See http://customerfx.com/pages/crmdeveloper/2004/09/01/996.aspx (the :userid will be replaced at runtime with the actual USERID value for the current user).

Does that help or am I missing what you are after?

[Reply][Quote]

Andrew Sokolsky
Posts: 26

Re: Snippet to Update a UserID field on Completion of Record Insertion
Posted: 21 Jan 09 1:08 AM

Well not exactly. I know about the using the UserID as a Literal Value in the group. OK, I give you some more background here. We have Account Representatives (who are also users in the system). There is 1:M relationship between the Account entity and my AccountRoles entity where any account may have various Account Representatives attached to it. When I create the AccountRoles records, the Account Representative's UserID needs to populate the record so that when the User (Account Rep) who is logged in can see only their related Accounts.

[Reply][Quote]

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