Hi,

Which version of CRM are you using?

If it is pre v7.1, you will need to use Ajax to get the server side info based on the value of oppo_primarycompanyId, there is an article on it here:

https://community.sagecrm.com/partner_community/b/hints_tips_and_tricks/archive/2009/04/21/using-ajax-to-accessing-server-side-objects-client-side.aspx

If it is post v7.1, you can use the client side api and Sdata to get the info:

http://help.sagecrm.com/js-api/classes/sdata.html

Alternatively, you could set this using a table level script, post insert.

Thanks

HI Toby.

Thanks for this we are currently on 7.1, but will be going to 7.3 soon.

I will look at the sdata stuff.

HI,

thanks so far, i have looked at the SDATA stuff, but am hitting the same problems. i can't get it to work on the onchange script.

I have taken example 1 because that comes very close to what i want to do, i paste that into the onchange script of the Company advanced select, i have pasted it into the custom content box, and get errors.

I broke the script down and added just the first line to the onchange script and got a message "CRM" is undefined.

I feel like i am missing some important step, but have no idea what

I took a look at this, and this is what I have found:

First I created a function, and placed it on the custom content:

function Team()
{

var companyID = crm.fields("oppo_primarycompanyId").value();
var successCompany = function (crmRecord) {
crm.fields("oppo_channelId").val(crmRecord.comp_channelId);
}
crm.sdata({
entity: "company",
id: companyID,
success: successCompany
});

}

Then, on the on change of the oppo_primarychannelId I placed:

Team();

However, the team was not changing on change. I ran fiddler, and I can see the sdata request being made:

So I changed my code to write to a test field, see what is going on:

function TellMeTheTeam()

{
var companyID = crm.fields("oppo_primarycompanyid").value();
var successCompany = function (crmRecord) {
crm.infoMessage("The companies team is :" + crmRecord.comp_channelId +' '+ crmRecord.comp_name+' '+crmRecord.comp_type);
}
crm.sdata({
entity: "company",
id: companyID,
success: successCompany
});
}

So I am writing a few value to the info message, to see what I am getting out:

So the team doesn't seem to be returned, at the moment, I am not sure why, but I am sure I am just missing something simple.

OK, the undefined was my fault, my code was using:

comp_channelId

it should be:

comp_channelid

I ran the URL fiddler gave me, to look at the sdata schema. Knew it'd be something simple like that.

So my code is now:

function TeamUpdate()

{
var companyID = crm.fields("oppo_primarycompanyid").value();
var successCompany = function (crmRecord) {
crm.fields("oppo_channelid").val(crmRecord.comp_channelid);
}
crm.sdata({
entity: "company",
id: companyID,
success: successCompany
});
}

On the screen with name: OpportunityDetailBox

And then I call the function TeamUpdate(); on the on change of the oppo_primarycompanyId.

However, I think there is an issue here, in that in the sdata schema, the comp_channelid is the caption:

Trying to set the oppo_channelid to a caption in the console doesn't do anything.

crm.fields("oppo_channelid").val("Direct Sales"); - Doesn't work

crm.fields("oppo_channelid").val(1); - Does

Hi Toby,

This would be a selected value yes?

Rob Hurson helped me with a similar problem if this is of value to you and Toby.

community.sagecrm.com/.../11786.aspx

Hi Toby,

Thanks again for the response. I'll have a look later, but if i understand what you are saying, then it does not work anyway, because of the schema issue?

i also tried to do a table level script which i could make work for other fields, but it did nothing for the channelid, i suspect for the same reason.

var oppoRecord = CRM.FindRecord("Opportunity",WhereClause);

var compRecord = CRM.FindRecord("Company","comp_companyid="+oppoRecord.oppo_primarycompanyid);

Values("oppo_channelid")=compRecord.comp_channelid

Values("oppo_microssoffice")=compRecord.comp_microssoffice;

the microssoffice field was fine, but the channelid did not change.

I've hacked an sql trigger for now, to get my boss of my back, but would prefer a more elegant solution

Hi,

It will work, you would just need to loop round the document.getElementById("oppo_channelid").options for the value, based on the translation passed from the Sdata, , then set the oppo_channelid to equal its value, as opposed to its translations, as it is that that is stopping it working.

I ran out of time to try this, but hopefully I can look at it sometime as I am interested to get it working.

The TLS will not be working, not because of that issue, that issue is Sdata specific.

Setting this as a delayed table level script seems to work for me:

function PostInsertRecord()

{

// Handle post insert record actions here

var Oppo = CRM.FindRecord("Opportunity",WhereClause);

var OppoId = Oppo.oppo_opportunityId;

var OppoRec = CRM.FindRecord("Opportunity","oppo_opportunityId = "+OppoId)

var OppoCompId = OppoRec.oppo_primarycompanyId;

var CompRec = CRM.FindRecord("Company","comp_companyId ="+OppoCompId);

var Chan = CompRec.comp_channelid;

sql = "UPDATE Opportunity SET oppo_channelId ="+Chan+" WHERE oppo_opportunityId ="+OppoId;

UpdateQuery = CRM.CreateQueryObj(sql);
UpdateQuery.ExecSql();

}

OK, got the code working:

function TeamUpdate()

{

var companyID = crm.fields("oppo_primarycompanyid").value();

var successCompany = function (crmRecord) {

var SdChan = crmRecord.comp_channelid;

//Loop through the list for the oppo_channelid and get the text.

$("#oppo_channelid > option").each(function() {

//If it matches what is returned by sdata...

if(this.text== SdChan)

{

//set the field to be the value as opposed to the text

crm.fields("oppo_channelid").val(this.value);

}

});

}

crm.sdata({

entity: "company",

id: companyID,

success: successCompany

});

}

Then call that function on change of the oppo_primarycompanyid

If anyone knows a way to get sdata to return the value as opposed to the caption, please tell me!

Hi Penny,

Thanks for pointing me in the direction of that thread, thats exactly what we've experienced.

Nice feature to code around.

Thanks,

Toby

Hi

Alas, i dont get to see that. :(

But thanks Toby for all your help, i'll give your latest working a try over the weekend and see how it goes.