Login / Register  search  syndication  about

          Jason Buss' Blog

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

 


 

What's This?
  
Bookmark and Share

About Jason Buss

   Jason is a senior application developer with Customer FX.



Related Content
   Saleslogix XBar Installation
When installing the new XBar application I found the instructions a little vague so I thought I would pas
Posted on Jul 18, 2014 by Mark Duthoy to SalesLogix Support
 
   "Saleslogix’s affordable pricing and usability allow the product to rise above competitors in the space" - Info-Tech Research Group, Inc.
"SalesLogix’s affordable pricing and usability allow the product to rise above competitors in the sp
Posted on Jul 14, 2014 by Scott Weber to SalesLogix Product Blog
 
   Saleslogix Default Group Layout
How can I default the formatting of columns in my Saleslogix groups?
Posted on Jul 03, 2014 by Dale Richter to SalesLogix Questions & Answers
 
   Changing Contact Process Statuses in Bulk
Recently, I was asked if it was possible to cancel a group of running contact processes.The answer is yes
Posted on Jun 30, 2014 by Kris Halsrud to Kris Halsrud's Blog
 
   Finding the Current Parent Record ID in SalesLogix Web
Sometimes it's the easiest things that can be a big barrier to entry for getting started with somet
Posted on Jun 27, 2014 by Ryan Farley to Ryan Farley's Blog
 
Comments

No Comments

Leave a Comment

(required)  
(optional)
(required)  
Add
All contents Copyright © 2014 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register