The 'Oppo_OpportunityId' field does not appear to be available to display on any of the grids so I decided to create my own field and just copy the Id into that. I'm having a little trouble getting this to work.
I first added a sql script to my workflow but this is only actioned after the opportunity is progressed. What I really need is for this to happen the moment the opportunity is generated. This led me to table level scripts but i'm unclear on the exact syntax required, I either get errors, nothing happens or I have multiple entries for one form submission which is strange.
Table level script currently looks like this
[code]
function InsertRecord()
{
var tempVal = Values("Oppo_OpportunityId")
oppoRecord = eWare.FindRecord("Opportunity","Oppo_OpportunityId="+tempVal)
oppoRecord.oppo_cust_oppo_id = tempVal;
oppoRecord.SaveChanges();
}
[/code]
Also tried
[code]
PostInsertRecord() {
Query=CRM.CreateQueryObj("update Opportunity set oppo_cust_oppo_id = Oppo_OpportunityId where oppo_cust_oppo_id IS NULL AND Oppo_OpportunityId IS NOT NULL");
Query.ExecSQL();
}
[/code]
But no luck so far, any advice is appreciated.