Method Community

Hello,

In my create new activity screen (or edit activity) I have a dropdown object that lists all the Opportunities associated with that Contact.  Using the dropdown field, a user can select the Opportunity by Opportunity name and click an "edit" button to edit the Opportunity in a pop up screen or simply create a new opportunity.

For some reason, when I create a new opportunity it doesn't seem to get added to the list of opportunities in the dropdown object though; how do I fix this so the dropdown object has an up to date list of the opportunities associated with the Contact as specified in the Activity screen?

Thanks!

EDIT:

I've found that when I go to the Opportunities tab and make an edit to the existing opportunity, then that opportunity will show up in the Opp. dropdown object on the Activity screen.  

Not really an efficient way to operate though....

Hi hkui,

Please go to Customize > Users and ensure that the box under Active is checked for the MethodSupport user at the bottom of the screen. Once you've done that, send me an email by clicking the Contact button in the top-right corner of this post and let me know your Company Account Name as well the screen you're experiencing this on. I'll take a look and post back here with some insight.

- Justin

Hi hkui,

Take a look at the actions for the onClosePopUp event of the New Activity screen. There is conditional handling here to auto-populate the Contact dropdown with a Shared Result, if there is a Shared Result returned from the Search Contacts List pop-up. See below:

We can see from these actions that if the last pop-up was Search Contacts List and it's returning a Shared Result, that Shared Result will be entered into the Contact dropdown on screen. The Contact dropdown's Text Change event is then called, which grabs that Contact's information from the Contacts table and populates it to the appropriate controls on screen. For this to work properly the Shared Result is cleared before the above statements, to ensure that we can accurately test whether or not a value is being returned.

You can use a similar model for your New and/or Edit buttons on your custom screen. By returning a newly created opportunity's RecordID you can auto-populate your dropdown with its value, based on conditional statements. This is the model Method stock screens use, so it's generally a good model to follow to ensure proper functionality.

Let me know how it goes.

- Justin

hkui,

More specific to your situation, you'll want to check the filters for your Sales Opportunity dropdown (Step 5 of 6 for the dropdown). If you filter based on the Contact field rather than the ContactName field, it may resolve your issue.

- Justin

Hey Justin,

Thanks for the quick replies.  

The filter didn't seem to resolve the issue; I'll try adding the onClosepopup actions and see how that goes.

If I add the onClosepopup actions to the Activity screen will those actions run when I close a popup screen such as Sales Opportunities?  Or should I be putting the onClosepopup actions in the Sales Opportunities pop up screen?

Thanks!

Hanley

Hanley,

The onClosePopUp actions will run when a pop-up from that screen is closed. So in your case, when you close your Sales Opportunity screen the onClosePopUp actions for the screen behind it (New Activity) will run. Keep in mind you'll need some logic on your Sales Opportunity pop-up screen to assign your Shared Result the necessary RecordID, probably best to put this on your Close button.

- Justin

Thanks for the help Justin.

I just bypassed the issue by using a grid rather than a dropdown; I'm not sure why but I had some serious problems trying to retrieve shared values and inputting them into the screen.  

If I run into this issue again and I can't get around it I'll be sure to make another post.

Thanks again for the help; Merry Christmas (in 2 days)!

-Hanley