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Kris Halsrud on development and Integration with CRM and Development

How are the users listed in the member tab in activities populated within the SalesLogix Web Client?

In the SalesLogix web client, when scheduling activities there is a members tab that allows you to add other SalesLogix users to attend a meeting together with the activity leader.  I recently had someone ask a question about how the users that show up under the members tab is determined.  The answer is based upon the current user’s calendar security definitions. 

 

The calendar security area in SalesLogix allows you to define which other users calendars can be seen by a user.  Also you can grant add, edit, and delete rights on each of those calendars.  The web activity member tab does not use the add, edit, and delete rights for determining who shows, only which other user’s calendars the current user has access to.  The SQL query that is uses is essentially the following:

 

select a.*
from usercalendar a inner join usersecurity b on a.caluserid=b.userid
where a.USERID='{Logged in User ID}'
and (b.TYPE not in  ('R' , 'P')) and (b.TYPE<>'W' or b.USERID='ADMIN') and b.USERID<>'PROCESS'

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About Kris Halsrud

   Kris Halsrud is a Senior Analyst / Developer for Customer FX Corporation.


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