back to top

Referencing the Parent Opportunity and Opportunity Description in SalesLogix v7.5.2

Question:Within SalesLogix v7.5.2 I have created a new entity called Project. 
The Project entity has an Opportunity as its parent, which is a
one-to-many off of Opportunity.  In the Opportunity Projects tab I have
an Add button on the Opportunity Detail which displays a form and lets
you create a new Opportunity Project record.

I created an OnLoad code snippet event:

public static partial class AddEditProjectEventHandlers
{
public static void OnLoad1Step( IAddEditProject form, EventArgs args)

{
IProject Project = form.CurrentEntity as IProject;
if (form.txtDescription.Text == “”)
{
Project.Description = “Test”;

}
{
}

This
is so that I can default, upon creation, to the description of the
Opportunity (I have a Description
field on the Project).  The Project description sets to “Test” if it is
currently blank.  I have tried to use many combinations of object
hierarchies and GetParentEntity() as I can think, but I can’t seem to
get the reference to the parent Opportunity, and that Opportunity’s
Description.  Where am I going wrong?

Answer:  The function is part of the SmartPart, and is defined in the
EntityBoundSmartPart class, which all QuickForms inherit from.  To
access the parent entity in a C# Snippet action do this: 

Sage.Entity.Interfaces.

IMyParentEntity myparent = this.GetParentEntity() as Sage.Entity.Interfaces.IMyParentEntity;

You don’t have to directly access the SmartPart if you’re in a Code
Snippet Action, so you can use the EntityContextService like this:

// Get a reference to the EntityContextServce
// and call GetEntity()

IMyParentEntity myparent = form.WorkItem.Services.Get<Sage.Platform.Application.IEntityContextService>().GetEntity() as IMyParentEntity;

Contact Customer FX for your CRM project
We let our expertise speak for itself - let us know how our all-star team can help on your CRM project
About the Author

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Infor CRM SLX 10.0: Delegate Ownership Changes for “Everyone” Records

Learn how the new EveryoneOwnerAssignment secured action in Infor CRM SLX 10.0 allows designated users to change ownership of Everyone-owned records without requiring Administrator access.

Related Articles

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

Exploring AI Options for Infor CRM v10

I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.

Related Videos