11-04-2013 11:20 AM
I have 3 custom lookup fields I've inserted on the Acct, Opp & Sales order entities. How can I get the 3 custom lookups on Insert Sales Order to automatically populate base on the entity from which the Sales Order was started or created from.
For example, if the Insert Sales Order is created from the Account view, I need to pass the values of the custom lookups from the Account view to auto populate on the Insert Sales Order. If the Insert Sales Order is started from the Opportunity view, I need the Opportunity values to auto populate the lookups on the Insert Sales Order.
Any help would be appreciated!
Solved! Go to Solution.
11-07-2013 01:00 PM
Look at the OnCreate of Opportunity in the business rules. OnCreate calls a function SetDefaultContext to default properties from a Contact, Account, or Opportunity.
11-07-2013 01:42 PM
Use a decompiler to reflect the sage.saleslogix.businessrules.dll
As an example you can see how opportunity handles the OnCreate and setting default context. Then create an OnCreate as a prestep event for Sales Order to fit your needs.