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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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Removing default Account status
Posted: 15 Apr 10 3:26 AM
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Hi all
Is there any way to prevent the automatic default account status of "Active"? Our modifications to the OOTB Account means that the Status field is used slightly differently and "Active" isn't a valid option.
Is there any way to stop this happening at all? If not what would be the best way of dealing with it?
I can think of the following options: 1. If possible, where the status is null, set to "" or at worst " " to try and prevent the default value ever being applied 2. Alternatively, after save, check for a value of "Active" and replace with "" 3. If neither of those work, set a default value on the insert form(s) to ensure that the built-in code never runs
Opinions? |
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Re: Removing default Account status
Posted: 19 Apr 10 7:16 AM
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Hi David,
I would write a C# Snippet in the Account OnCreate event (using the last option which is PostFlush or something) and set the account.Status to "" there. That should overwrite the default behaviour.
Cheers, Nick |
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Re: Removing default Account status
Posted: 19 Apr 10 11:32 AM
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Hi Nick
Thanks for the response. In the end I found it only affected the InsertContact form, so I've add a Pre Execution step that sets a null or empty Status to " ". It then gets processed and saved in the Primary step, so that works well.
Thanks again!
David |
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