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New Account - Type Field AutoSet
Posted: 30 Jun 09 9:47 AM
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When you hit new Account or New Account/Contact, the Type field and the Status field are autoset to picklist values. I assumed this was set in c# code somewhere but I can't for the life of me figure out where. (I'm trying to change what values these are autoset to).
Any help would be appreciative. Thanks in advance. |
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Re: New Account - Type Field AutoSet
Posted: 30 Jun 09 10:26 AM
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The code used to be on the OnLoad event (on 7.2) but on 7.5 it is on the OnCreate Business Rules (for the Account and Contact Entitties).
You should be able to add it onto the OnLoad event of the page, or create your own Busines Rule that runs after SLX rules to override the values.
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Re: New Account - Type Field AutoSet
Posted: 30 Jun 09 10:42 AM
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So there is no way to edit the default onCreate rule then correct?
Is there a way to remove it from executing all together (rather than overriding it with my own code)? |
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Re: New Account - Type Field AutoSet
Posted: 30 Jun 09 10:53 AM
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You could remove the Rule from the Entity Definition.
And, off course, you could write your C# snippet (or even put it onto your own DLL) and add it to the Entity.
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