7/1/2025 12:32:10 PM
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Forum to discuss the use of the SalesLogix Web Platform, Client and Customer Portals, and the Application Architect (For version 7.2 and higher only). View the code of conduct for posting guidelines.
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Problem with Type/Subtype cascading picklists in 7.5.1 web
Posted: 09 Nov 09 2:37 PM
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This should be simple, but maybe I'm missing something.
I have a client using 7.5.1 web, and I'm having a problem with cascading picklists on the insert contact/account screen. We've defined a different set of Account Type/Sub type combinations than OOTB, which is working everywhere except on the insert contact/account screen. Basically, it seems to be grabbing the subtype list for the previously select type value. When the form first loads, type defaults to "Prospect" (which is no longer in the type picklist, however the Subtype list for "Prospect" is still in the system), and sub type comes up as "The Picklist Could Not be Found." If I then select "Picklist Item1" I still get "The Picklist Could Not be Found". Then, If I select "Picklist Item2" I get the Subtype list I set up for Picklist Item1. This continues... If I select "Picklist Item3" I get the Subtype list for Picklist item 2 and so on.
The code that is supposed to set the Sub Type Picklist Name is defined in the OnLoad method of the InsertContact smartpart. I tried creating an ChangeAction method for the AccountType picklist defined in that smartpart to kick off the code to set the Subtype list, but wasn't having much luck.
First of all, how do I get rid of the default account type value of "Prospect" when inserting a new contact/account in the web? I'm wondering if this is not part of the problem since it was removed from the Account Type picklist. Finally, I was wondering if anyone had either run into the same issue, or had any ideas how I could work around this. The Type/SubType cascading picklists work fine on both the Account Detail, as well as the Insert Account screen. It just seems to be on Insert Contact/Account where the problem comes up.
Thanks |
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Re: Problem with Type/Subtype cascading picklists in 7.5.1 web
Posted: 30 Nov 09 12:28 PM
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No idea if you were able to solve your problems or not, but I just had this issue with the Prospect default Account type. In order to fix it, I added a business rule on the OnCreate event (post execute step):
if(account.Type == "Prospect"){
account.Type = null;
}
I believe the defaulting happens in the OnCreate event provided from Sage, and there is no way to modify it. This seems to have solved my issue. |
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