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Accessing CRM.CreateQueryObj from Workflow rule action Display Field for Amendment

Posted By David Forshaw over 7 years ago

I'm carrying out some development at the moment where I need to run the CreateQueryObj method of the CRM object from inside the OnChange script of the workflow rule action Display Field for Amendment. The issue that I have is CRM is undefined.

The Display Field for Amendment is a date. What I would like to do is on change of date, check the existing opportunities for an occurrence of that date in the relevant field. If an opportunity already exists on that date, advise the user accordingly.

Can this be achieved in Sage CRM 2017?

0 Sage CRM over 7 years ago

David

An onChange script fires within the browser. That means that you can't use server side objects and methods like the CreateQueryObj. But you can query the database using the client side API. You need to use the crm.SData() method. See: help.sagecrm.com/.../sdata.html

There are plenty of examples within the blogs and the forums of how to use this for an 'Ajax' request to pull back the data you need.

See: community.sagecrm.com/.../sage-crm-7-2-creating-ajax-calls-using-the-client-side-api.aspx
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Accessing CRM.CreateQueryObj from Workflow rule action Display Field for Amendment

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