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Showing Opportunity Products on an Account tab

by ajappel on ‎02-14-2011 07:09 AM

The POC goal is to pull all products for all of an Account's Opportunities and show them in a grid under the Accounts page.

 

Step 1 - Create "GetProducts" GetBy method

  • Business Rule Method (C#) added to Account entity
  • Name: GetProducts
  • Return type : System.Collections.Generic.IList<Sage.Entity.Interfaces.IOpportunityProduct>
  • Primary Step
  • Method Name: GetProductsStep

 

Note, the return type of the method is a list of Opportunity Product.  This allows us to use a standard grid and edit form on the page

 

public static void GetProductsStep(IAccount account, out System.Collections.Generic.IList<Sage.Entity.Interfaces.IOpportunityProduct> result)

{

result = new System.Collections.Generic.List<Sage.Entity.Interfaces.IOpportunityProduct>();

foreach (IOpportunity o in account.Opportunities)

{

foreach (IOpportunityProduct p in o.Products)

{

result.Add(p);

}

}

}

 

Step 2 - Create a Grid form on the Account Entity

  • Entity Type = Opportunity Product
  • Get By Property = GetProducts
  • Source = Account
  • Add desired columns to grid

 

Step 3 - Save changes, Build and Deploy

 

Sage Developers Notes-

"In a production environment, I’d use a repository query rather than taking on the overhead of lopping thru all the opps, but this works just fine for a POC."

 

 

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