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 Author  Thread: 7.5.4 Web Modifying Insert Note Auto Population
Bill
Posts: 10
 
7.5.4 Web Modifying Insert Note Auto PopulationYour last visit to this thread was on 1/1/1970 12:00:00 AM
Posted: 28 Feb 13 12:44 PM

I've added Notes/History List to a custom entity 'Project'.  The customer wants the Contact, Account, Opportunity, and Project to automatically fill in when opened.  I've tried a couple of different things.  I added onto SetTACODefaultsFromEntityHistory with a "case 'IProject'" and modified FillForm() at the end to get the parent and set them based on that in the ActivityDetails.ascx.cs file.  Nither work.  Does anyone have any ideas?


I tried to see if I could find the "AddNote" javascript that is called on the button click because I figured I could add Paramaters to set the fields using that, but I couldn't find it.  Does anyone have any ideas?



 


<p>                 case "IProject":

 


found = true;


IProject project = EntityFactory.GetById<IGDCGProject>(hist.EntityId.ToString());


if (project !=  null)


{


Activity.ProjectID = hist.EntityId.ToString();


Activity.AccountId = project.AccountID;


Activity.OpportunityId = project.OpportunityID;


}


break;


 





<p>object parent = this.GetParentEntity();

 


if (parent is Sage.Entity.Interfaces.IGDCGProject){


IGDCGProject project = (Sage.Entity.Interfaces.IGDCGProject)parent;


Activity.GDCGProjectID = project.Id.ToString();


Activity.AccountId = project.AccountID;


Activity.OpportunityId = project.OpportunityID;


Activity.ContactId = project.ContactID;



}


 


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