[Okta Webinar] Learn how to a build a cloud-first strategyRegister Now

x
?
Solved

user alert when creating opportunity

Posted on 2012-09-13
2
Medium Priority
?
581 Views
Last Modified: 2012-09-13
I've wanted to get an alert showing when a user opens a new opportunity on an account with already existing open opportunities which has been made in a given timeframe. I'm not sure how to go about on this one.
I've been thinking about a field that counts open opportunities on an account, with given rules, like a view. Anyone got any hints/tips?
0
Comment
Question by:Tommylaur
2 Comments
 
LVL 30

Accepted Solution

by:
Feridun Kadir earned 1500 total points
ID: 38393959
Not sure that I have the full answer but I would investigate using a form OnLoad event for opportunity.

Ensure that the javascript for the event tests whether the form is for a new record. If it is, then run a query on the CRM database to get a list of opportunities for the same potential customer with your data parameters. The query would use OData.

Then depending on the results, perhaps a count?, you decide whether to alert the user.

I'm not in a position to detail this any further but it may help direct your research.
0
 

Author Comment

by:Tommylaur
ID: 38393987
Thank you for the quick response. I'll look into your pointers and see if I can get there.
0

Featured Post

Free Tool: Subnet Calculator

The subnet calculator helps you design networks by taking an IP address and network mask and returning information such as network, broadcast address, and host range.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part II
Desired Skill Set for Microsoft Dynamics CRM Technical Resources – Part III
this video summaries big data hadoop online training demo (http://onlineitguru.com/big-data-hadoop-online-training-placement.html) , and covers basics in big data hadoop .
Screencast - Getting to Know the Pipeline
Suggested Courses

873 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question