x Want to participate? Join the group to interact
  • State Not Answered
  • Replies 2 replies
  • Subscribers 74 subscribers
  • Views 184 views
  • Users 0 members are here
Browse Forums
Announcements
105
topics
32
replies
General Discussion
6k
topics
18k
replies
Brad Edwards

SSA Restrictor not working in 7.1k

Posted By

Trying to setup a custom entity in 7.1k which has an SSA for Company and an SSA for Address. I setup the Address SA to use Company as the Restrictor but when I choose the company and then click on the magnifying glass for Address it does not filter by the company I selected as seen from the query below...

SELECT TOP 17 Addr_AddressID, Addr_Address1, Addr_City, Addr_State, addr_IdLocation, addr_LocationDescription,AdLi_CompanyID FROM vAddressCompany WITH (NOLOCK) WHERE (Addr_address1 LIKE N'%' ESCAPE '|' OR Addr_address1 = N'') and addr_Deleted is Null order by Addr_address1

I also tried doing the same thing on the Oppo detail screen just to make sure it wasn't something buggy with custom entities and it did the same thing. I then tried testing it on the oppo detail screen in my local 7.2b version of crm and it worked fine. Is there a bug in 7.1k that causes this functionality not to work or is there a different way to set it up in 7.1 that I'm not seeing. I've tried several didn't scenarios, none of which give me the result I'm looking for :-( Thanks.

  • 0

    Hi ,

    As per your above post, what I can understand is that, Address records does not gets populate correctly after clicking magnifying glass button for selected Company. To resolve this issue please check whether below given steps are configured correctly or not.

    1.check whether below given parameters are configured correctly against Address field
    a.SS_Entities
    b.SS_IdFields
    c.SS_SearchTables
    d.SS_ViewFields
    2.Check whether Address field name is correctly configured as per the Sage CRM standard e.g. case_primarycompanyid, case_primarypersonid
    3.Check Tied field configuration for both the fields. Please refer Company and Person fields example from Case entity
    4.Please enable “All Queries over the threshold” option from Administration | System | Logging | SQL Logging Level and check SQL queries for your reference.

    Hope this helps!

    Regards,
    Dinesh

  • 0

    Thanks Dinesh. I actually got it working. I'm not exactly sure what I was missing when i set it up in 7.2 and it worked but didn't in 7.1 but I must have been missing something because I was finally able to get it to work.

*Community Hub is the new name for Sage City