Restricting Adding Opportunity Contacts to Contacts at the Opportunity’s Account

 One thing that clients have asked for is how to restrict the selection of the Opportunity Contacts to only include those Contacts at the Opportunity’s Account.

In the Saleslogix web client, with the version of the quick form that features a SLXLiveGrid control you can follow along with these steps to accomplish that:

  • Open the Opportunity quick form OpportunityContacts.
  • Add a row to the quickform below the grid.
  • Add a text control to the new row.
  • Set the Text Control’s Name Property to txtAccountID
  • Set the DataBinding of the Text Control to Account.Id (MainEntity.Account.Id)
  • Add a C# Snippet Action Item Load Action to the quick form.
  • Ensure the On Repaint Event = true for the C# Snippet Action Item.
  • For the code, paste in the following:

string script = “function FXGetAccountID() {“;
script += ” var aa = document.getElementById(‘” + txtAccountID.ClientID + “‘);”;
script += ” if (aa!=null) return aa.value; else return ”;}”;
ScriptManager.RegisterStartupScript(Page, GetType(), “FXAccountFunction”, script, true);

txtAccountID.Style[“Display”] = “none”;

  • Open the DataGrid’s property. 
  • Expand out the Tools collection.
  • In the Tools Collection dialog, click on Relate on the left.
  • On the right, expand out Lookup Properties.
  • In the Conditional Where property, click the elipse.
  • In the Javascript Editor, paste the following code in:

function (){
    return ‘Account.Id eq “‘ + FXGetAccountID() + ‘”‘;
}

  • Save the quick form.
  • Build the web platform
  • Deploy the SLX Client portal

 

ABOUT THE AUTHOR

Kris Halsrud

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

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Your email address will not be published.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) and Creatio (bpm'online) news and product updates!

You have Successfully Subscribed!