Hi All,

I have a custom entry form for an entity that is a child of account. I would like to pre-populate a user lookup control with the account manager from the Account. I am trying to do this in a Code Snippet Action in the OnLoadStep event. I cannot however access the AccountManager from the parent entity. Am I even close, or is there another approach that I should be looking at.

Thanks ~ Chad

#region Usings
using System;
using Sage.Entity.Interfaces;
using Sage.Form.Interfaces;
using Sage.SalesLogix.API;
#endregion Usings

namespace Sage.BusinessRules.CodeSnippets
{
    public static partial class SCNSalesBoardEntryEventHandlers
    {
        public static void OnLoad1Step( ISCNSalesBoardEntry form,  EventArgs args)
        {
            // TODO: Complete business rule implementation
           
            IAccount account = form.WorkItem.Services.Get<Sage.Platform.Application.IEntityContextService>().GetEntity() as IAccount;
            form.SalesBoardPeriod.DateTimeValue = DateTime.Now;
            form.QFSLXUser.LookupResultValue = account.AccountManager;        
        }
    }
}

You want to assign the entity property - not the form controls.  Use the bindingsource.cuurect to grab the current entity and then set the proporty of the entity to the AccountManager from the account.

Thanks for the response Mike. Forgive me, but I'm still struggling with this. I now have the following, but when I build I receive the error : 

Keyword 'this' is not valid in a static property, static method, or static field initializer. I'm still learning. Thanks  ~Chad

public static void OnLoadSalesBoardDefaultsStep( ISCNSalesBoardEntry form,  EventArgs args)
        {
 Sage.Entity.Interfaces.ISCNSalesBoard salesboard = this.BindingSource.Current as Sage.Entity.Interfaces.ISCNSalesBoard;
 IAccount account = form.WorkItem.Services.Get<Sage.Platform.Application.IEntityContextService>().GetEntity() as IAccount;
 form.SalesBoardPeriod.DateTimeValue = DateTime.Now;
 salesboard.SalesPerson1UserID = account.AccountManager.ToString(); 
        }

From a Code Snippet Action you still need to use the EntityContextService (See http://customerfx.com/pages/crmdeveloper/2009/04/08/accessing-the-current-parent-entity-from-a-code-snippet-action.aspx) since BindingSource.Current is only available to C# Snippet Actions since they reside on the page itself.

Also, doing account.AccountManager.ToString() might not get you what you're after. Instead either use account.AccountManager.Id.ToString() or create an object relationship on SalesBoard to User and then set the account.AccountManager to that object property.

Since you're in a Code Snippet item rather than a C# Snippet item, change

    this.BindingSource.Current as Sage.Entity.Interfaces.ISCNSalesBoard;

to

    form.CurrentEntity as Sage.Entity.Interfaces.ISCNSalesBoard;

Works like a champ! Thank you very much.