Jump to content
Salesforce and other SMB Solutions are coming soon. ×

Simple Script


scherico

Recommended Posts

Well, I have not mastered scripts yet! I am creating a customer database and I have hourly clients and clients under contract. I created a value list, "hourly" and "contract". Here is what I want to do:

 

If the customer is hourly, do nothing. If the customer is contract, I would like the "contractual obligation" field to appear with the pertinent info. Sounds simple right?

 

Thanks in advance for your help. SJCOpps!

Link to comment
Share on other sites

"Appear" ? Where? In a custom dialog? Or actually on the layout? I don't see how this is linked to a script unless you want it to show up in a custom dialog.

 

 

I guess if you are meaning a custom dialog:

 

 

// If client is hourly

IF [ CustomerType = "Hourly" or isEmpty ( CustomerType ) ]

Exit Script []

END IF

 

// Client is Contract otherwise

Show Custom Dialog [ "contractual obligation text bla bla" ; ContractField ]

 

 

??? If you just want to show contractual obligation field on the layout if the person is flagged as contract, create a constant calculation field on customer table and set it to "Contract", then create a new relationship from customers to customers with the predicates:

 

Customer ID = Customer ID

ContractConstant = CustomerType

 

the relationship will basically look thru to the same customer record you are on, IF the customer is contract type. That way anything you put in the portal (ie the contractual obligation field) will only appear if the current customers type is "Contract".

 

Hope that makes sense, otherwise you may need to clarify your question.

Link to comment
Share on other sites

This thread is quite old. Please start a new thread rather than reviving this one.

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.



×
×
  • Create New...

Important Information

Terms of Use