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 6/28/2011 3:54 AM
 

I have a idea to auto create New project when I click "Closed Won" in Opportunities

I have go though workflow module , it only allow to create Call,Contact,email,Lead,meeting

any others way to handle this ?

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 6/28/2011 2:25 PM
 

You need to add a new relationship between Opportunities and Project to the RELATIONSHIPS table. There are examples in ~/SQL Scripts/Data/RELATIONSHIPS defaults.1.sql

Take a look at ~/Administration/WorkflowActionShells/EditView.ascx.cs method lstRELATED_Bind() for use of these relationships.

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 10/4/2011 1:10 AM
 

Hi. I insert the relation on the relationship table, after that i encounter an error when doing the workflow. below are my insert parameter and the error.

exec dbo.spRELATIONSHIPS_InsertOnly 'opportunity_project' , 'Opportunities', 'opportunities' , 'id', 'Project' , 'project', 'parent_id', null, null, null, 'one-to-many', 'parent_type', 'Opportunities', 0;

OriginalActivityPath: Project2_Save
CurrentActivityPath: Project2
ProjectActivity.Save failed: Cannot insert the value NULL into column 'RELATION_TYPE', table 'SplendidCRM.dbo.PROJECT_RELATION'; column does not allow nulls. INSERT fails. The statement has been terminated.
at SplendidCRM.ProjectActivity.Save() in C:\Web.net\SplendidCRM6\Projects\ProjectActivity.cs:line 481
at System.Workflow.ComponentModel.Activity.RaiseEvent(DependencyProperty dependencyEvent, Object sender, EventArgs e)
at System.Workflow.Activities.CodeActivity.Execute(ActivityExecutionContext executionContext)
at System.Workflow.ComponentModel.ActivityExecutor`1.Execute(T activity, ActivityExecutionContext executionContext)
at System.Workflow.ComponentModel.ActivityExecutor`1.Execute(Activity activity, ActivityExecutionContext executionContext)
at System.Workflow.ComponentModel.ActivityExecutorOperation.Run(IWorkflowCoreRuntime workflowCoreRuntime)
at System.Workflow.Runtime.Scheduler.Run()

can u help???

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 10/4/2011 3:20 AM
 

It looks like you just need to set the Relation Type for the Project. Set it to Opportunities.

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 10/4/2011 4:24 AM
 

Yup. It seems like the null value is invalid to the field. i cant find any script i can modify to insert the opportunities value into the table relation... pls help. thanks alot.....

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