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Bronze Super Contributor
Posts: 141
Registered: ‎02-22-2010

Set Account type via sData

I am trying to Insert Accounts using sData.
   

   

Can create Accounts & Contacts no problem but when I set the       Account or Contact Type to something like "pending" it defaults to       "Customer" in SalesLogix.I even added this in type pick list of       account
     
   

    Any idea why this is happening? Even if I set a static value for     Type within SLX it still defaults to Customer?

 

Thanks in advance

 

Jack

 

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

Re: Set Account type via sData

Business Rules..

--
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
New Member
Posts: 15
Registered: ‎12-07-2010

Re: Set Account type via sData

Is there somewhere I can find more information/documentation on these business rules. I've come across the same issue doing an integration.

 

Thanks

Leon

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

Re: Set Account type via sData

 

"Standard" Saleslogix (web) business rules.

--
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
New Member
Posts: 15
Registered: ‎12-07-2010

Re: Set Account type via sData

Thanks again for your reply. Could you point me in the right direction where these are? I think I'm missing something as I can't seem to find them. I've looked at business rules in application architect but nothing pointing to setting Customer as the account type.

 

 

Copper Contributor
Posts: 25
Registered: ‎09-27-2013

Re: Set Account type via sData

I suspect the behaviour here is determined by the 'OnCreate' or 'OnAfterInsert'  Events within the 'Rules' in App Architect. (so you have to go into Project Explorer, then Packages, the Saleslogix Application Entities, Account-->Rules-->Events.

 

You can also examin the Business rules .dll in something like .NET reflector to confirm that this is being done.

New Member
Posts: 15
Registered: ‎12-07-2010

Re: Set Account type via sData

Thank Nathan - especially for the .net reflector tip. I've gone through the business rules dll and checked the methods for the account rules (OnCreate, OnAfterInsert etc) that are listed in the AA but still cannot see a reference to the customer type. Is the solution though to add another rule anyway to update the account type to what I want?

 

Thx

Leon

Copper Contributor
Posts: 25
Registered: ‎09-27-2013

Re: Set Account type via sData

You certainly could do that - but it would leave a bit of a nagging feeling in the back of my mind if I did the same! Who knows what else might be being set, and you might even find that by inserting some OnAfterInsert logic, it still doesn't solve the problem.

 

When you set the value via SDATA how are you first viewing the record afterwards? is it via the SLX front-end, SData or SQL?

If via the SLX Front end - I might suspect some hidden form/picklist behaviour of setting the value on form load or something, and so would have a look at the record directly in the table to see if the Type value has been set...  

Copper Contributor
Posts: 25
Registered: ‎09-27-2013

Re: Set Account type via sData

Also, having checked the OOTB business rules, it looks to me like Type is being set OnCreate (in SLX 8.1, anyway). This of course can be overriden in the front end, so yes - some logic in the OnAfterInsert, or changing the OnCreate logic yourself....

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

Re: Set Account type via sData

If you want this to happen w/the Web client (and any/all SData clients - ex: Mobility) - Simply add a "Post Execute Step" in the "OnCreate" Event (Rule).

 

no-brainer ;-)

--
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