Scripting Bulk 'Assign Team' To list of Accounts? (Where to insert logic?)

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Scripting Bulk 'Assign Team' To list of Accounts? (Where to insert logic?)

justin.g.robinson
I've just started implementing a pilot of opentaps 1.5M3 at my
company. I imported all our customer accounts & then created a account
team. I'd like to assign all the accounts to this team. (It's no doubt
suppose to be done the other way round) However can't seem to find a
way to do this.(It seems there is only a button to assign them one at
a time which isn't practical)

I've had a look at the AccountsScreens.xml and then the TeamForms.xml
section where I can kinda gather from |form
name="assignTeamToAccountForm"| what is involved in the action.

I was thinking of trying to write a script to iterate through all the
account partId's I want assigned to the team calling this action
(somehow I'm not really sure where to begin).

 I also had a look at the assignTeamToAccount() method  in
TeamService.java to try get an idea of what is involved so I can just
write a quick procedure to iterate through my account list and get
this once off task done.

But actually I wouldn’t even know where to put it beyond, just hacking
it in somewhere  where I’m sure it will get executed during the
usually running of opentaps. That would be messy & not further me in
my aim to learn about the system.

Another possibility would be to somehow use the framework web tools
but I haven’t figured out a way yet.

Anyway as I’m sure I've made clear, at this stage have a very
rudimentary understanding of the system's architecture, I plan to
learn exactly how it works because I need to customize it to our exact
requirements. But in this pilot my object is just to get the CRM
system operational so customer services can start using it as a
replacement for our current ticket system. And advice about how I
could go about writing such a script & what mechanisms it should make
use of would be very helpful.

Need to prove opentaps can be put to use in the short term and would
therefore really appreciate any tips of clues you may be able to give
me.





Best regards,

Justin

Venturenet Research & Development
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Re: Scripting Bulk 'Assign Team' To list of Accounts? (Where to insert logic?)

BJ Freeman
as far a s single button select for a list you will find many examples
in ofbiz, don't support opentaps here.
https://demo-trunk.ofbiz.apache.org/partymgr/control/listUnknownPartyComms
is one such example,if you click on the top right (yes) it will select
all those listed.

=========================
BJ Freeman
Strategic Power Office with Supplier Automation  <http://www.businessesnetwork.com/automation/viewforum.php?f=52>
Specialtymarket.com  <http://www.specialtymarket.com/>
Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man


Justin Robinson sent the following on 2/3/2011 12:09 PM:

> I've just started implementing a pilot of opentaps 1.5M3 at my
> company. I imported all our customer accounts&  then created a account
> team. I'd like to assign all the accounts to this team. (It's no doubt
> suppose to be done the other way round) However can't seem to find a
> way to do this.(It seems there is only a button to assign them one at
> a time which isn't practical)
>
> I've had a look at the AccountsScreens.xml and then the TeamForms.xml
> section where I can kinda gather from |form
> name="assignTeamToAccountForm"| what is involved in the action.
>
> I was thinking of trying to write a script to iterate through all the
> account partId's I want assigned to the team calling this action
> (somehow I'm not really sure where to begin).
>
>   I also had a look at the assignTeamToAccount() method  in
> TeamService.java to try get an idea of what is involved so I can just
> write a quick procedure to iterate through my account list and get
> this once off task done.
>
> But actually I wouldn’t even know where to put it beyond, just hacking
> it in somewhere  where I’m sure it will get executed during the
> usually running of opentaps. That would be messy&  not further me in
> my aim to learn about the system.
>
> Another possibility would be to somehow use the framework web tools
> but I haven’t figured out a way yet.
>
> Anyway as I’m sure I've made clear, at this stage have a very
> rudimentary understanding of the system's architecture, I plan to
> learn exactly how it works because I need to customize it to our exact
> requirements. But in this pilot my object is just to get the CRM
> system operational so customer services can start using it as a
> replacement for our current ticket system. And advice about how I
> could go about writing such a script&  what mechanisms it should make
> use of would be very helpful.
>
> Need to prove opentaps can be put to use in the short term and would
> therefore really appreciate any tips of clues you may be able to give
> me.
>
>
>
>
>
> Best regards,
>
> Justin
>
> Venturenet Research&  Development
>

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Re: Scripting Bulk 'Assign Team' To list of Accounts? (Where to insert logic?)

Scott Gray-2
In reply to this post by justin.g.robinson
Logic that changes data or performs some sort of action is typically executed from the event tag of a request-map in the webapp's controller.xml file.  But if this is a one off thing then you really could just hack it in anywhere.

For a while now I've been meaning to add a screen to webtools that allows you to enter and execute groovy scripts because I regularly find myself in the same situation.

Regards
Scott
HotWax Media
http://www.hotwaxmedia.com

On 4/02/2011, at 9:09 AM, Justin Robinson wrote:

> I've just started implementing a pilot of opentaps 1.5M3 at my
> company. I imported all our customer accounts & then created a account
> team. I'd like to assign all the accounts to this team. (It's no doubt
> suppose to be done the other way round) However can't seem to find a
> way to do this.(It seems there is only a button to assign them one at
> a time which isn't practical)
>
> I've had a look at the AccountsScreens.xml and then the TeamForms.xml
> section where I can kinda gather from |form
> name="assignTeamToAccountForm"| what is involved in the action.
>
> I was thinking of trying to write a script to iterate through all the
> account partId's I want assigned to the team calling this action
> (somehow I'm not really sure where to begin).
>
> I also had a look at the assignTeamToAccount() method  in
> TeamService.java to try get an idea of what is involved so I can just
> write a quick procedure to iterate through my account list and get
> this once off task done.
>
> But actually I wouldn’t even know where to put it beyond, just hacking
> it in somewhere  where I’m sure it will get executed during the
> usually running of opentaps. That would be messy & not further me in
> my aim to learn about the system.
>
> Another possibility would be to somehow use the framework web tools
> but I haven’t figured out a way yet.
>
> Anyway as I’m sure I've made clear, at this stage have a very
> rudimentary understanding of the system's architecture, I plan to
> learn exactly how it works because I need to customize it to our exact
> requirements. But in this pilot my object is just to get the CRM
> system operational so customer services can start using it as a
> replacement for our current ticket system. And advice about how I
> could go about writing such a script & what mechanisms it should make
> use of would be very helpful.
>
> Need to prove opentaps can be put to use in the short term and would
> therefore really appreciate any tips of clues you may be able to give
> me.
>
>
>
>
>
> Best regards,
>
> Justin
>
> Venturenet Research & Development


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Re: Scripting Bulk 'Assign Team' To list of Accounts? (Where to insert logic?)

Jacques Le Roux
Administrator
In the meantime you could use the new Groovysh container: <property name="telnet-port" value="9991"/>
Or install Groovy and use Groovy console. Though it's only really easy on Windows and Debian(s), after all, that is not that
bad
http://groovy.codehaus.org/Download

Jacques

Scott Gray wrote:

> Logic that changes data or performs some sort of action is typically executed from the event tag of a request-map in the webapp's
> controller.xml file.  But if this is a one off thing then you really could just hack it in anywhere.
>
> For a while now I've been meaning to add a screen to webtools that allows you to enter and execute groovy scripts because I
> regularly find myself in the same situation.
>
> Regards
> Scott
> HotWax Media
> http://www.hotwaxmedia.com
>
> On 4/02/2011, at 9:09 AM, Justin Robinson wrote:
>
>> I've just started implementing a pilot of opentaps 1.5M3 at my
>> company. I imported all our customer accounts & then created a account
>> team. I'd like to assign all the accounts to this team. (It's no doubt
>> suppose to be done the other way round) However can't seem to find a
>> way to do this.(It seems there is only a button to assign them one at
>> a time which isn't practical)
>>
>> I've had a look at the AccountsScreens.xml and then the TeamForms.xml
>> section where I can kinda gather from |form
>> name="assignTeamToAccountForm"| what is involved in the action.
>>
>> I was thinking of trying to write a script to iterate through all the
>> account partId's I want assigned to the team calling this action
>> (somehow I'm not really sure where to begin).
>>
>> I also had a look at the assignTeamToAccount() method  in
>> TeamService.java to try get an idea of what is involved so I can just
>> write a quick procedure to iterate through my account list and get
>> this once off task done.
>>
>> But actually I wouldn't even know where to put it beyond, just hacking
>> it in somewhere  where I'm sure it will get executed during the
>> usually running of opentaps. That would be messy & not further me in
>> my aim to learn about the system.
>>
>> Another possibility would be to somehow use the framework web tools
>> but I haven't figured out a way yet.
>>
>> Anyway as I'm sure I've made clear, at this stage have a very
>> rudimentary understanding of the system's architecture, I plan to
>> learn exactly how it works because I need to customize it to our exact
>> requirements. But in this pilot my object is just to get the CRM
>> system operational so customer services can start using it as a
>> replacement for our current ticket system. And advice about how I
>> could go about writing such a script & what mechanisms it should make
>> use of would be very helpful.
>>
>> Need to prove opentaps can be put to use in the short term and would
>> therefore really appreciate any tips of clues you may be able to give
>> me.
>>
>>
>>
>>
>>
>> Best regards,
>>
>> Justin
>>
>> Venturenet Research & Development

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