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Copper Elite Contributor
Posts: 153
Registered: ‎02-27-2010

New Main View List View doesn't properly identify CurrentAccount

Version 7.2.2

 

We created our first new Main View (called Fund related to the Account table via Accountid) and for the most part all seems to work ok but there is one problem that we're not sure how to resolve:

 

Our Add New Fund Form includes a Lookup Control for Account which we've defaulted to CurrentAccount (similar to adding a New Contact for existing Account). This works fine when Adding a New Fund from Account Detail or List View, Contact Detail or List View and Fund Detail View but we have an issue when Adding a New Fund from Fund List View. If we click on a different Fund with a different Account, the CurrentAccount isn't updated and the user if forced to Lookup the desired Account.

 

Is there some additional scripting that we need to update CurrentAccount when moving to different records within Fund List View?

 

Thanks,

Larry Esposito

Copper Elite Contributor
Posts: 153
Registered: ‎02-27-2010

Re: New Main View List View doesn't properly identify CurrentAccount

Is anyone familiar with the issue?

Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: New Main View List View doesn't properly identify CurrentAccount

Larry,

 If you are referring to the concept of there always being a "currentAccount(ID)" (or contact, Opportunity, etc) no matter which entity/MainView you are on, around vers 6.0 SalesLogix removed this "feature" from the product. At first it did not seem to mak e too much impact. However with the capability to create your own MainView based on any table you want (even a custom one) started to hit.

 

You notice this quickly when creating a new record (Insert "whatever") where the mainview is a custom one and want to have it joined to the "current Account"....well, there is no "current account" at that time. You suddenly realize that you have to put in an Account lookup and the user has to manually locate the "current account".

 

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Copper Elite Contributor
Posts: 153
Registered: ‎02-27-2010

Re: New Main View List View doesn't properly identify CurrentAccount

RJL,

 

 From your post, it sounds like there is no workaround, other than the Account Lookup which we already had.

 

Thanks once again!

Larry

Highlighted
Gold Super Contributor
Posts: 3,087
Registered: ‎03-19-2009

Re: New Main View List View doesn't properly identify CurrentAccount

You might try making a ref to the AccountMainView (form) and get the value of the CurrentID property directly.

 

Note, the following assumes you will find a form... you may have to do an "IsObject" test to make sure it does not crash

 

 Dim frm

 Dim sID

 

 Set frm = GetForm("mvAccountDetail")

 sID = frm.CurrentID

 Set frm = Nothing

 

 Function GetForm(ByVal strFormName)

   Dim frm

   Dim i

 

   For i = 0 to Application.Forms.Count -1

      If Application.Forms(i).Name = strFormName Then

        set frm = Application.Forms(i)

        Exit For

      End If

  Next

  Set GetForm = frm

 End Function

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html