
The SalesLogix Activity & History tables use a ‘Type’ field to store the type of Activity. If you look at the TYPE field, you’ll see that the values there are numeric values such as ‘262147’. This number represents the type for the given activity or history record. But for someone new to SalesLogix it might be difficult to determine how & where these types are defined.
These “types” are stored as a picklist named “Activity Types”. Take a look at the items in the picklist with the following query:
select p1.id, p1.text, p1.shorttext from picklist p1
left outer join picklist p2 on (p1.picklistid = p2.itemid)
where p2.picklistid = 'PICKLISTLIST' and p2.text = 'Activity Types'
This query will return three columns from the picklist table. The ID, which you will find is the numeric value stored in the TYPE field of the Activity & History tables (such as “262147“), the Text field, which is the text name for the Activity Type (such as “To-Do”, “Phone Call”, etc), and the ShortText, which is the abbreviated text for the activity type (such as “TODO”, “CALL”, etc). The results of the above query will show you the following:
262156 Database Change DBCHANGE 262150 Dialog DIALOG 262153 Document DOC 262154 E-Mail EMAIL 262151 Event Selection ESP 262155 Fax FAX 262157 Form FORM 262163 Literature Request LITREQ 262145 Meeting APPT 262148 Note NOTE 262158 OLE OLE 262161 Page PAGE 262162 Personal Activity PERSONAL 262146 Phone Call CALL 262160 Process PROCESS 262149 Question Q 262152 Report REPORT 262144 Start START 262164 Stop STOP 262147 To-Do TODO
Having these “types” in the picklist table make for an easy join from the activity and history tables to display the type’s associated text with the history or activity items.
Hi, I apologize for not being as tech savvy as you all are but I have a question related to this topic. I am trying to create a tab/query in saleslogix that will show me all of the activities for a specific user by type. In the type field I am getting the integer and I’d like the name to appear. What do I need to do to make the name appear instead of the integer? Should I create a join? If so, what is the parent table/field and child table/field and what type of join? Thanks for any help you can give me. Katherine