Table Scripting

From Sage CRM Knowledge Base
Revision as of 10:59, 15 November 2012 by Crmtogetherkb (talk | contribs)


This sample shows you how to check if the field has been changed from one value to another

 function UpdateRecord()
 {
   if (Values("case_AssignedUserId")+""=="undefined")
     return;  //bad update from crm..or field not changed
   var CaseRec=CRM.CreateQueryObj("SELECT * FROM Cases WITH (NOLOCK) WHERE " + WhereClause);
   CaseRec.SelectSQL();
   if (CaseRec("case_assigneduserid")!=Values("Case_AssignedUserId"))
   {
     ErrorStr="field value has changed from "+CaseRec("case_assigneduserid") +" to "+Values("Case_AssignedUserId");
   }
 }



function InsertRecord() {

 // Handle insert record actions here

}

var m_subject=""; var m_message=""; function PostInsertRecord() { //pre- 7.0 //var personTable="person";

var personTable="person,vPersonPE"; var casep_sql="select * from CaseProgress (nolock) where "+WhereClause; var casep_rec=CRM.CreateQueryObj(casep_sql); casep_rec.SelectSQL();

if (casep_rec.eof==false) {

 var case_sql="select case_referenceid, case_description, Comp_PrimaryPersonId, Case_PrimaryPersonId from vsummarycase (nolock) where Case_CaseId="+casep_rec("case_caseid");
 var case_rec=CRM.CreateQueryObj(case_sql);
 case_rec.SelectSQL();
 m_subject="New Tracking Note on Case: "  + case_rec("case_referenceid") +"#Cases:"+case_rec("case_referenceid")+"#";
 m_body=casep_rec("case_progressnote");
 
 if (case_rec("Comp_PrimaryPersonId")==case_rec("Case_PrimaryPersonId"))
 {
    if(case_rec("Comp_PrimaryPersonId")+""!="undefined")
     {
    //send one email
    var pers_rec=CRM.FindRecord(personTable,"pers_personid="+case_rec("Comp_PrimaryPersonId")+" and Pers_sendEmailNotif='Y'");
    if (pers_rec.eof==false)
       {
           sendEmail(pers_rec("pers_emailaddress"),pers_rec("pers_firstname")+ " "+pers_rec("pers_lastname"));
       }
     }
 }else{
    //send two emails
    if(case_rec("Comp_PrimaryPersonId")+""!="undefined")
   {
    var pers_rec=CRM.FindRecord(personTable,"pers_personid="+case_rec("Comp_PrimaryPersonId")+" and Pers_sendEmailNotif='Y'");
    if (pers_rec.eof==false)
         {
           sendEmail(pers_rec("pers_emailaddress"),pers_rec("pers_firstname")+ " "+pers_rec("pers_lastname"));
          }
    }
    if(case_rec("Case_PrimaryPersonId")+""!="undefined")
   {
    var pers_rec2=CRM.FindRecord(personTable,"pers_personid="+case_rec("Case_PrimaryPersonId")+" and Pers_sendEmailNotif='Y'");
    if (pers_rec2.eof==false)
         {
           sendEmail(pers_rec2("pers_emailaddress"),pers_rec2("pers_firstname")+ " "+pers_rec2("pers_lastname"));
          }
    }
 }
}

}


function sendEmail(email1, name1) {

 ErrorStr+=email1+":"+name1+":" +m_subject+m_body+"=====";
 return;
 var myMailObject = CRM.GetBlock("messageblock");
 with (myMailObject)
 {
   DisplayForm = false;
   mSubject = m_subject;
   mBody = m_message;
   mShowCC = true;
   mShowBCC = true;
   AddRecipient(email1,name1,"TO");
   Mode=2;  
   Execute();
   
   if (mSentOK)
   {
     ErrorStr = "Email Sent";
   }  
   else  
   {
     ErrorStr = "There has been a problem:  "+mErrorMessage;
   }
 }

}

function UpdateRecord()

{

 // Handle update record actions here

}


function DeleteRecord()

{

 // Handle delete record actions here

}