Create automatic follow up tasks for Quotes?

Posted By equinoziac over 5 years ago

Hi All,

I am trying to create an automatic follow up task when a new quote is created. A developer created a table script but it doesn't work, I actually can't see anything happening in the log myself, not sure how to tell if it's being logged properly. He now is not responding to me at all, so I've given up and hope that you guys can help me tweak it and get it working. Here's the table script, can you see anything wrong with this?

function InsertRecord()

{

// Handle insert record actions here

}

function PostInsertRecord()

{

intid = CRM.getContextInfo('company','comp_companyid');

personid = CRM.getContextInfo('person','pers_personid');

opporec = CRM.FindRecord('opportunity',WhereClause);

var d=new Date();
d.setDate(d.getDate() + 3);

var CmLiRec;
var CommRec;

var CompRec=CRM.FindRecord("Company","Comp_CompanyId="+intid);

var PersRec=CRM.FindRecord("Person","Pers_personid="+personid);

var OppoRecs=CRM.FindRecord("Opportunity","Oppo_Opportunityid="+opporec);

if ( (CompRec.Comp_PrimaryUserId +""!="undefined") && (CompRec.Comp_Name !="Costco Online UK Ltd" && CompRec.Comp_Name !="Amazon Orders" && CompRec.Comp_Name !="Amazon Orders - SPAIN" && CompRec.Comp_Name !="Amazon Orders - ITALY" && CompRec.Comp_Name !="Amazon - GERMANY" && CompRec.Comp_Name !="Amazon Orders - FRANCE" && CompRec.Comp_Name !="EBAY Order" ))

{

CommRec=CRM.CreateRecord("Communication");

CommRec.Comm_Action='NewEnquiry';

CommRec.Comm_opportunityid=opporec.oppo_opportunityid;

CommRec.Comm_Type='Task';

CommRec.Comm_Status='Pending';

CommRec.Comm_channelid=1;

CommRec.Comm_note="Please get in contact with "+CompRec("comp_name");

CommRec.Comm_Priority='Normal';

CommRec.Comm_DateTime = d.getVarDate();

CommRec.SaveChanges();

CmLiRec=CRM.CreateRecord("Comm_Link");

CmLiRec.CmLi_Comm_CommunicationId=CommRec.Comm_CommunicationId;

CmLiRec.Cmli_Comm_CompanyId=intid;

CmLiRec.Cmli_Comm_PersonId=personid;

CmLiRec.Cmli_Comm_UserId=opporec.oppo_assigneduserid;

CmLiRec.Cmli_Comm_NotifyTime = d.getVarDate();

CmLiRec.SaveChanges();

}

function UpdateRecord()

{

// Handle update record actions here

}

function DeleteRecord()

{

// Handle delete record actions here

}

Top Replies

Matthew Shaw over 1 year ago in reply to Vega +1

For those like me who are more comfortable playing in SQL, I would normally do something like the following. Create a Stored Procedure and then on an INSERT trigger on the Quote table I'd called the procedure…

0 equinoziac over 5 years ago

bump
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0 Paul Callaghan over 1 year ago

Hi equinoziac,

Did you ever figure this one out? Interested in doing something similar.

Thanks,

Paul
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0 Vega over 1 year ago

Well that script won't work. This line:

opporec = CRM.FindRecord('opportunity',WhereClause);

Gets a record. This line:

var OppoRecs=CRM.FindRecord("Opportunity","Oppo_Opportunityid="+opporec);

Tries to find an oppo where the opportunity ID is equal to a record. That won't return anything. It should be (and I have not tested this)

var OppoRecs=CRM.FindRecord("Opportunity","Oppo_Opportunityid="+opporec.oppo_opportunityid);

or

var OppoRecs=CRM.FindRecord("Opportunity","Oppo_Opportunityid="+opporec("oppo_opportunityid"));

Something like that.
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0 Matthew Shaw over 1 year ago in reply to Vega

For those like me who are more comfortable playing in SQL, I would normally do something like the following. Create a Stored Procedure and then on an INSERT trigger on the Quote table I'd called the procedure.

I find I can gather more information and populate the Comms record easier using this style.

The following script will create an Appointment record, set 3 days in the future - though you would get the Quote Expiry date and set the comms so many days before it allowing it to be dynamic. The Subject Line will be the description of the Opportunity and the Comms notes will be the notes from the opportunity (forget to edit this before editing for the screenshot - so could put in custom text about following up on the quote or something)

Currently it creates it for for whoever the opportunity is assigned to at that time. (userid is set twice as again as I just did a quick edit for example here I forgot to tweak my script. But you could set it so the created person is who triggered it and the comms is for who the opportunity is assigned to)

Finally I just put some address details in the Location field of the communications, as sometimes I use this trick for when people are out and about they can have quick reference to some location information.
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0 Paul Callaghan over 1 year ago in reply to Matthew Shaw

Hi Matthew,

Thanks for this suggestion. I am currently writing a trigger to add the VAT on to lines in OrderItem table so once I have that done, I will have a go at your idea and let you know how I get on.

Really appreciate it,

Paul
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0 Matthew Shaw over 1 year ago in reply to Paul Callaghan

Let me know if you to see the script I did for VAT as well.
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0 Sage CRM over 1 year ago

Hi equinoziac

I am coming to this late. But scheduling a task after a quote has been raised can be done in the same way as this example

(+) Create a reminder task for a user when an opportunity is inserted. - Sage CRM Hints, Tips and Tricks - Sage CRM - Sage City Community
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Create automatic follow up tasks for Quotes?

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