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Jason Buss on SalesLogix development & customization, SQL, and more.

Events based on history in version 6.x SalesLogix

Prior to version 7, there was limited access to those activity and history areas in SalesLogix.  In a recent project, I had to perform a series of tasks upon completing an activity with a particular Type/Category/Result combination.  This had to be done in a 6.2.1 system.  In order to do this, I had to modify the OnCompletedActivity active script.  I wanted to briefly outline the modifications I made to this area for anyone who is running an older version of SalesLogix.

Basically, I needed to look at a completed todo activity with a certain Category, and then update the associated contact and/or opportunity status values depending on the Result of the completed activity.  I created a subroutine named "ToDoActivityOperations" which I call via the Sub Main in the OnCompletedActivity Script

 

Sub ToDoActivityOperations
Dim strSql, objRS

     Set objRS = objSLXDB.GetNewRecordSet

(After creating a recordset, I open a sql statement retuning ContactID, OppID, and result from the history table that have the correct activity type)

     strSql = "SELECT OPPORTUNITYID, CONTACTID, RESULT, TYPE, CATEGORY FROM HISTORY " & _
              "WHERE ACTIVITYID = '" & vActivityID & "' and type = '" & "262147" & "'"

     objRS.Open strSql, objSLXDB.Connection

(In my next step, I check to see if any records were returned.  Then I get the values from the history record)

     If objRS.RecordCount <> 0 Then
          strOpportunityID = objRS.Fields("OPPORUNITYID").Value & ""
          strContactID = objRS.Fields("CONTACTID").Value & ""
          strResult = objRS.Fields("RESULT").Value & ""

 (Based on the result value, I call additional subroutines I've written to update Opportunity and Status record values
          If lcase(result) = "rejected" Then
             If strOpportunityID <> "" Then UpdateOpportunityStatus "Closed - Rejected", strOpportunityID
             If strContactID <> "" Then UpdateContactStatus "SRL", strContactID
          Elseif lCase(result) = "accepted" Then
             If strOpportunityID <> "" Then UpdateOpportunityStatus "SAL", strOpportunityID
             If strContactID <> "" Then UpdateContactStatus "SAL", strContactID
          Else

          End If
     End If
     objRS.Close
     set objRS = nothing

End Sub

 That was all there was to it.  It would be nice to be able to edit activity and history views, but short of upgrading to the current version of SalesLogix, this at least allows some degree of control whenever activities are completed.

I hope you find this helpful.  Thanks again for reading! Smile

 


 

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About Jason Buss

   Jason is a senior application developer with Customer FX.



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