Customization CR1191
Project Maintenance- CRM Opportunity ID Control
Description of Need:
ACME stores a “CRM Opportunity ID” (CRMOID) in an Extender field on the Project Maintenance window. If the user has not already entered this value, the user should not be allowed out of the Project without entering the CRMOID.
Description of Solution:
When any action in the Project Maintenance window requires saving the record, the proposed enhancement will check if the CRMOID exists, and if not, the user will be warned:
“Please enter a CRM Opportunity ID.”
The attempt to “save” will be aborted and the user will then need to open the Extender window and enter the CRMOID. This will occur with any action that “saves” the Project, such as clicking the Save button, scrolling buttons, or Print button.
Assumptions/Requirements:
- The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
- The functionality described above is intended for the GP Desktop client.
For Information on this design, or any other WilloWare customization or product, please contact us at:
Customization CR1191
Project Maintenance- CRM Opportunity ID Control
Description of Need:
ACME stores a “CRM Opportunity ID” (CRMOID) in an Extender field on the Project Maintenance window. If the user has not already entered this value, the user should not be allowed out of the Project without entering the CRMOID.
Description of Solution:
When any action in the Project Maintenance window requires saving the record, the proposed enhancement will check if the CRMOID exists, and if not, the user will be warned:
“Please enter a CRM Opportunity ID.”
The attempt to “save” will be aborted and the user will then need to open the Extender window and enter the CRMOID. This will occur with any action that “saves” the Project, such as clicking the Save button, scrolling buttons, or Print button.
Assumptions/Requirements:
- The functionality described above will not work with eConnect, any software that uses eConnect, or any software that directly writes to, updates, or deletes from SQL tables.
- The functionality described above is intended for the GP Desktop client.
For Information on this design, or any other WilloWare customization or product, please contact us at: