Can we complete Activities in the list via a script?

Question:

We have a list of activities. The list is imported to an unassociated table (import history). We are capturing ActivityID and a date/timestamp. Can we complete the activities in the list via a script? (bypass the complete activity form) using the timestamp from the table for complete date (rather than “As Scheduled or Now) SLX 7.2

Answer:

Completing an Activity typically means Creating a matching record on the History table and deleting the Original Activity (if it is a recurring Activity, then you have more things to keep in mind, and may not be able to perform via scripting).

The history table has a matching field for every field on the Activity table, and additionally it has field for Result.
You can create a script that copies the Activity records into History, and then deletes the Activity, thus marking it as Completed. While creating the History record, don’t forget to set the Completed Date, Completed User and Result fields.

Submit a Comment

Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) news and product updates!

You have Successfully Subscribed!