Search results by user ID 7059

Perpetuating lead source from lead to opportunity

tlundy — Tue, 27 Sep 2016 21:30:58 GMT

I am trying to figure out how to transfer a change of lead source in a lead/customer to the lead source field in an opportunity. When I create a new opportunity from a lead, it fills out the lead source from the lead correctly, but if I change that lead source in the lead it is not updated in the opporutnity. Is there a way to change the opportunity table to just reference the lead source field in the customer table instead of using the one in the opportunity table, or do I need to program a separate update field action on the save button for edit lead/customer screens?

Thanks,
Tate

Re: Debugger output repeating the same value in conditional statements

tlundy — Fri, 19 Aug 2016 20:17:46 GMT

Thanks for the response.

No, I can work around this issue just be switching out the order of the variables and running it twice.

I would like to know if there is a better action list editor in the new UI. I haven't switched yet and I am spending way too much time hitting the up arrow 30+ times to add actions into the middle of a list. Does the new UI have insert in place or drag and drop or anything that makes this process faster?

Thanks again,

Tate

Debugger output repeating the same value in conditional statements

tlundy — Thu, 18 Aug 2016 20:11:55 GMT

I am having a hard time debugging some issues because of what appears to be a bug in the debugger output. Every time I have a conditional statement it always repeats the first comparison value as the second value. For example:

Start Conditional Statement We are comparing the first value which is Probably buy from us. with the second value Probably buy from us. the criteria sign to evaluate the response was = result is :False Comparison type is :Text

The result is correct (false) but the second value should read "Gathering Info". I have reversed the comparison, but whatever I put into value 1 in the form is generated as both first value and second value in the debugger output. This happens with values from screen, values from row and action results. These are all I have tested.

Any help would be appreciated.

My entire debug trace is below. All conditional statements exhibit the issue.

Debug Tracing
Why am I getting this popup? You, or another user has turned on debug tracing, which gives you a list of all actions, and their values, that are run when a button is clicked or a screen is loaded. This can be turned on or off under Customize > Display > Enable Debug Tracing.
Action Information
Retrieve Value From Table The value of Retrieve First: from field: OpportunityStage of table: viewOpportunityStage was Gathering Info
Start Conditional Statement We are comparing the first value which is Gathering Info with the second value Gathering Info the criteria sign to evaluate the response was <> result is :True Comparison type is :Text
Retrieve Value From Table The value of Retrieve First: from field: StageProbabilityPercent of table: viewOpportunityStage was 5
Start Conditional Statement We are comparing the first value which is 5 with the second value 5 the criteria sign to evaluate the response was <> result is :True Comparison type is :Text
Retrieve Value From Table The value of Retrieve First: from field: OpportunityStageCategory of table: viewOpportunityStage was Open
Start Conditional Statement We are comparing the first value which is Open with the second value Open the criteria sign to evaluate the response was C result is :False Comparison type is :Text
Assign Value To Action Result Action Result resultCurrentDate was added the value 18-Aug-2016 03:02:00 PM
Start Loop Through Grid Query for Loop:SELECT ROW_NUMBER() OVER (ORDER BY VIEWOPTISTAGEDURATION.[STAGEORDER] ASC) as [ROW_NUMBER], [viewOptiStageDuration].[RecordID], [viewOptiStageDuration].[TenantID], [viewOptiStageDuration].[StageStart], [viewOptiStageDuration].[StageEnd], [viewOptiStageDuration].[StageDuration], [viewOptiStageDuration].[OpportunityID], [viewOptiStageDuration].[OpportunityID_RecordID], [viewOptiStageDuration].[Description], [viewOptiStageDuration].[OpportunityStageID], [viewOptiStageDuration].[OpportunityStageID_RecordID], [viewOptiStageDuration].[OpportunityStage], [viewOptiStageDuration].[StageOrder] FROM viewOptiStageDuration WITH (nolock) INNER JOIN OptiStageDuration ON viewOptiStageDuration.RecordID = OptiStageDuration.RecordID WHERE (OptiStageDuration.OpportunityIDRef = 16) AND (VIEWOPTISTAGEDURATION.TENANTID=@TENANTID OR VIEWOPTISTAGEDURATION.TENANTID IS NULL)
Number of records returned:3
Start Conditional Statement We are comparing the first value which is Probably buy software. with the second value Probably buy software. the criteria sign to evaluate the response was = result is :False Comparison type is :Text
Start Conditional Statement We are comparing the first value which is Gathering Info with the second value Gathering Info the criteria sign to evaluate the response was <> result is :True Comparison type is :Text
Start Conditional Statement We are comparing the first value which is 8/18/2016 8:01:53 PM with the second value 8/18/2016 8:01:53 PM the criteria sign to evaluate the response was = result is :False Comparison type is :Text
Start Conditional Statement We are comparing the first value which is 1 with the second value 1 the criteria sign to evaluate the response was < result is :False Comparison type is :Text
Start Conditional Statement We are comparing the first value which is Probably buy from us. with the second value Probably buy from us. the criteria sign to evaluate the response was = result is :False Comparison type is :Text
Start Conditional Statement We are comparing the first value which is Gathering Info with the second value Gathering Info the criteria sign to evaluate the response was <> result is :True Comparison type is :Text
Start Conditional Statement We are comparing the first value which is with the second value the criteria sign to evaluate the response was = result is :True Comparison type is :Text
Update Field In Table Value From Session for instertion was found to be :18-Aug-2016 08:02:19 PM Query to make update:SELECT RecordID, [StageEnd] FROM [OptiStageDuration] WHERE [RecordID] = '41'spdColumnType was DateTime spdColumnSize was 0 strInsertionValues was 18-Aug-2016 08:02:19 PM
Date Difference Differrence between 8/18/2016 8:02:00 PM and 8/18/2016 3:02:00 PM was 0 , minus days added because of exlusion of day of week was:0 days found to be exldued are:
Update Field In Table Query to make update:SELECT RecordID, [StageDuration] FROM [OptiStageDuration] WHERE [RecordID] = '41'spdColumnType was Integer spdColumnSize was 0 strInsertionValues was 0
Start Conditional Statement We are comparing the first value which is 1 with the second value 1 the criteria sign to evaluate the response was < result is :False Comparison type is :Text
Start Conditional Statement We are comparing the first value which is Verbal approval. Awaiting PO. with the second value Verbal approval. Awaiting PO. the criteria sign to evaluate the response was = result is :False Comparison type is :Text
Start Conditional Statement We are comparing the first value which is Gathering Info with the second value Gathering Info the criteria sign to evaluate the response was <> result is :True Comparison type is :Text
Start Conditional Statement We are comparing the first value which is 8/18/2016 8:02:05 PM with the second value 8/18/2016 8:02:05 PM the criteria sign to evaluate the response was = result is :False Comparison type is :Text
Start Conditional Statement We are comparing the first value which is 1 with the second value 1 the criteria sign to evaluate the response was < result is :False Comparison type is :Text
Start Conditional Statement We are comparing the first value which is with the second value the criteria sign to evaluate the response was <> result is :True Comparison type is :Text
Insert Records Into Table Insert Fields: [OpportunityIDRef], [OpportunityStageIDRef], [StageStart],[TenantID],intMarkedForDeletion Insert Records: '16', '11',18-Aug-2016 08:02:00 PM, '1', 0
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Re: How do create an "All" option in a drop down filter

tlundy — Tue, 01 Dec 2015 16:05:42 GMT

http://imgur.com/TSaBuJg

Re: How do create an "All" option in a drop down filter

tlundy — Mon, 30 Nov 2015 19:51:55 GMT

Ben,

Yes, that is correct. I currently have 2 filters on the home page. One for user and one for stage. I would like an "All Users" option in the users dropdown and an "All Stages" option in the stage dropdown. I will email you a screen shot since this editor only support image URLs. If you could point me to instructions on how to do this I would appreciate it.

Thanks,

Tate

How do create an "All" option in a drop down filter

tlundy — Fri, 20 Nov 2015 22:34:14 GMT

I am trying to create a chart that filters by the stage of the opportunity. I have successfully done this, but I am unable to find a way to add an "All Stages" option to the drop down that would essentially disregard the filter and show all opportunities regardless of stage.

Any help is appreciated,

Mike

Re: Report Designer not displaying

tlundy — Mon, 09 Nov 2015 17:29:23 GMT

Thanks. It turns out that McAfee was blocking your scripts on that page. Of course, it notified me of that fact with a nearly invisible icon, but once I knew it what to expect I figured it out. Thanks for the assistance.

Tate

Report Designer not displaying

tlundy — Sat, 07 Nov 2015 19:48:19 GMT

When I am editing a report and select "Open Report Designer" the pop up window goes blank. I have tried this on multiple pages and report objects and it behaves the same way each time.

Is there a way to get this working?

Thanks,

Tate

Re: 404 Error on Export Actions

tlundy — Fri, 06 Nov 2015 21:25:52 GMT

I am using Chrome. The issue is with the "Oppo. Data from Optimation (#729)" screen, not the general Opportunities list.

404 Error on Export Actions

tlundy — Fri, 06 Nov 2015 19:53:40 GMT

I am attempting to create a button that exports a grid to excel. However, when I select the download link I get a 404 error. I tried adding an export to PDF and I get the same error. I have logged in and out, republished and saved. I have even regenerated the opportunity table it was based on. I can't find any other hints in the forum besides those. How can I get the action to work correctly?

Thanks,

Tate