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?)
 
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Re: Scripting Bulk 'Assign Team' To list of Accounts? (Where to insert logic?)
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Re: Scripting Bulk 'Assign Team' To list of Accounts? (Where to insert logic?)
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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 |
smime.p7s (3K)
Re: Scripting Bulk 'Assign Team' To list of Accounts? (Where to insert logic?)
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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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