Below is some code that shows how the UpdateRecord() method can be invoked using the SOAP Web Services. I have discussed the use of the Update() method in the article "Updating Multiselect fields using the Web Service Interface" and it is import…
Below is some code that shows how the UpdateRecord() method can be invoked using the SOAP Web Services. I have discussed the use of the Update() method in the article "Updating Multiselect fields using the Web Service Interface" and it is import…
This little tip shows how you can use a Table Level Script to set a value for a field that is not displayed on the screen.
In my example a customer needed to implement a business rule that when a user updates the company field 'Type' to be a Customer…
Working within the System Admininstration screens can present its own challenges. Please see the article "The SQL Tab Clause and the User Admin screens" for an example of what I mean.
Consider if I am working within a the System Administration…
Consider this scenario.
When an Opportunity is reassigned then an email needs to be sent to the newly assigned user.
The Table Level Script needs to fire correctly whether a single Opportunity is reassigned through the user interface or whether a…
Consider this scenario.
There is an UpdateRecord() event function in a TLS on the Company. When the Company assigned user is changed (comp_primaryuserid) then all the 'In Progress' opportunities belonging to that company are reassigned to the new…
A customer had the requirement that when a company was reassigned to a different account manager, the opportunities that belonged to that company that were still in progress should automatically be reassigned to the new company account manager…
Hi,
I am using Sage CRM 2014 R2.4 Trial(CLoud) for testing purpose, so that we can have idea weather it fits our requirements or not. While executing UpdateRecord object I am getting " Failed to update cases successfully. ID Field CaseId must be provided…
