Method:Classic General Q&A

Re: Go to.. Action with different page

Jonathan — Mon, 27 Apr 2015 03:31:23 GMT

Hi Audisho,

Thanks for the advice. Yes Loop requires a lot of processing time.

Thanks for the help!

Re: Go to.. Action with different page

Method_Audisho — Fri, 24 Apr 2015 13:16:55 GMT

Hi Jonathan,

I’m glad to hear that you were able to get this working. I’ll pass on some advice that a member of our professional services recently gave me; don’t use loops if you can avoid it. Loops are extremely inefficient compared to any other query / action. If you can replace a loop with a different action, do it.

I hope this helps.

-Audisho

Re: Go to.. Action with different page

Jonathan — Fri, 24 Apr 2015 09:54:11 GMT

Hi Audisho,

Thank you for the help, but I did a little bit different,

Start Loop

Go to Leads

Stop Process

End Loop

Go to Customer

But Both works! Thank you for the inspiration!

Re: Go to.. Action with different page

Method_Audisho — Wed, 22 Apr 2015 13:32:11 GMT

Hi Jonathan,

My apologies, you are correct that this does not work. Try this instead; add the IsLeadStatusOnly field to the grid so that it is accessible as an on screen object. Then edit your conditional statement to use the field on the grid:

Start Conditional Statement: Value From Screen: Contacts:IsLeadStatusOnly = YES

Go To Tab Link: Leads>>Edit Lead

End Conditional Statement:

Start Conditional Statement: Value From Screen: Contacts:IsLeadStatusOnly = NO

Go To Tab Link: Customers>> Edit Customer

End Conditional Statement:

I tested this myself and it works. I hope this helps.

-Audisho

Re: Go to.. Action with different page

Jonathan — Wed, 22 Apr 2015 07:51:59 GMT

Hi Audisho,

The result always show cannot find the value IsLeadStatusOnly. Does Value From Row function must have a Value instead of character?

Thank you.

Re: Go to.. Action with different page

Method_Audisho — Tue, 21 Apr 2015 14:11:32 GMT

Hi Jonathan,

For this, you will use a couple of conditional statements to check the IsLeadStatusOnly field. Then inside of each, you will go to the appropriate screen, tab link or popup. Your result will look something like:

Start Conditional Statement: Value From Row: IsLeadStatusOnly = YES

Go To Tab Link: Leads>>Edit Lead

End Conditional Statement:

Start Conditional Statement: Value From Row: IsLeadStatusOnly = NO

Go To Tab Link: Customers>> Edit Customer

End Conditional Statement:

I hope this helps.

-Audisho

Go to.. Action with different page

Jonathan — Tue, 21 Apr 2015 05:23:57 GMT

Hi Method,

I'm building a list of Customer Lead and Customer in 1 table but if we click on Go To.. on Customer Lead will show CRM_EditLeads and on Customer will show CRM_ViewCustomer. Does anyone ever done this before? I'm trying to build a conditional statement but I'm confused which action should be applied?

Thank you.