Method:Classic General Q&A

Re: Advanced Grid Control

Method_Greg — Tue, 18 Feb 2014 15:20:07 GMT

Hello,
The action is called 'Assigned value to action result'. You can find information on it in our Help Center. It's straight forward to set-up. When you have the Action Properties screen up, you give the Action Result a name, choose Value From Screen and select User - Sales Rep Initial. This is basically what you are looking for here. The Action Result will now be available for other actions.
You can use Assigned value to shared result as well. This is the same, but the value is carried over to other screens.

- Greg

Re: Advanced Grid Control

CF_Pro — Fri, 14 Feb 2014 22:54:50 GMT

That's fine not in a big hurry. I would appreciate more direction on accessing the value via action results.

Re: Advanced Grid Control

Method_Greg — Fri, 14 Feb 2014 22:25:39 GMT

Hello,

It is possible, but is a very involved process to do. This is what I came up with.

CASE WHEN viewContacts.SalesRep = session.user
THEN '' + ISNULL(viewContacts.Name,'') + ' ' + '' + viewContacts.FullName + ' ' + ISNULL(viewContacts.CompanyName,'')
ELSE '' + ISNULL(viewContacts.CompanyName,'') + ' '.

I'm not seeing how to find the User's Sales Rep for the equation. In the above equation, I put in 'session.user' for the placeholder. The key may be to somehow get the Sales Rep name/initials onto the screen so you can access the value. You could try a textbox object that gets the Sales Rep initials through an Action Result. You can use the generator and go through the steps to find field values.

I can look into it a little more next week and see if I can help out anymore.

Advanced Grid Control

CF_Pro — Fri, 14 Feb 2014 19:55:38 GMT

How do I make it so limited info shows up one a grid column (Contact/Lead/Company) when the Rep logged in does not own the lead?

If the rep that is logged in, it should show everything on the grid column. This is obviously the shared active lead contacts view.

I want to show this if the rep logged in owns the lead

'' + ISNULL(viewContacts.Name,'') + ' ' + '' + viewContacts.FullName + ' ' + ISNULL(viewContacts.CompanyName,'')

when the does not

'' + ISNULL(viewContacts.CompanyName,'') + ' '

Thanks in advance