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08/28/2009 at 02:44AM PDT, ID: 24689221
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9.2

Sage CRM Introducing a custom table to a workflow

Asked by TartanTaurus in CRM Software, SQL Server 2005, SQL Query Syntax

Tags: Sage CRM, SQL Server 2005, SQL

Hi,

This one has long been a stumbling block for me so I thought I'd ask in here!

I have the standard Opportunity table with an opportunity workflow attached. All works great until I need to introduce a rule that forces the user to update an existing record in a custom table which is related to the Opportunity table using the normal SQL join method.

Is this posible? I can't figure out how to call the record on the custom table for editing from the opportunity workflow. The opportunity is in context so using GetContextInfo doesn't seem to be suitable, there must be a way to call a record from a related entity for editing directly from the workflow buttons?!

Thanks
1:
2:
3:
The SQL goes like this:
 
Opportunity is related to a Custom Table called Residence related by Opportunity.oppo_opportunityid = residence.resi_admissionid where the Opportunity can have 1 or more associated Residences
[+][-]08/28/09 05:17 AM, ID: 25206712

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About this solution

Zones: CRM Software, SQL Server 2005, SQL Query Syntax
Tags: Sage CRM, SQL Server 2005, SQL
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Solution Provided By: lsavidge
Participating Experts: 1
Solution Grade: A
 
 
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