Application layer automation.

[h3mp]

Is there any way through the UI functions to programatically open the "record history" dialog or even just change the tab to "history" under the contact detail??

I guess worse case i could pop up my own dialog for users to fill in history and then store it as a history item, but it would be much cleaner for me to be able to pop-open the built-in record history box..

Thanks

Mark

[jason]

To open the Record History dialog, you can do this:

_ActApp.UIHistoryManager.RecordHistory();

You will need to add a reference to Act.UI.Activities.Views.Shared.dll, which is NOT in the list of supported SDK assemblies per Carlton's post at: http://community.act.com/sage/board/message?board.id=Pub_Dev&thread.id=178

But, hey, it works... 

HTH,
jason

[h3mp]

cheers Jason - looks just what i need,

one further quick question -

how do i get a reference to "_ActApp" from within my custom control,
presumably "ActApplication _ActApp = *something*;" - just not quite sure what that something should be??
(I presume i just need to reference the correct instance rather than make a new instance of that class, being that act is already running!?)

Many Thanks.

Mark

[nbohne]

public sealed class PolicyPlugin : IPlugin { private ActApplication actApplication; ... ... public void OnLoad(ActApplication actApp) { try { this.actApplication = actApp; this.actApplication.AfterLogon += new EventHandler(this.actApplication_AfterLogon); this.actApplication.BeforeLogoff += new EventHandler(actApplication_BeforeLogoff); } catch (Exception ex) { if (Switch.TraceError) { Act.Shared.Diagnostics.Trace.WriteLine("My Plugin: " + ex.ToString(), Switch.Category, TraceLevel.Error); } } } }

[jason]

Or if you're not in a plug-in you can grab the running ACT! application via the static Instance property:

Act.UI.ActAppliction _ActApp = Act.UI.ActApplication.Instance;

jason

[Pierre]

A supported way is to use the fact that you can call any menu item "command" in ACT! Programatcially.

So if you know the URI of the Record History menu item under Contacts (I think it is documented in the SDK), there is a API made public in 10.0 for ExecuteCommand which lets you exectute any command URI .  This feature was made public as a result of a request on ActDevNet :

Pierre

[h3mp]

great - that sounds safer thanks so the next question is - does anyone know where to get a list of the commands supported - again i cant find this in the SDK

Message Edited by h3mp on 03-28-2008 03:34 PM

[Pierre]

In the SDK help file, open ACT!200X_SDK.CHM,  the last option on the LEFT navigation should be MenuID.  It opens a help page called ACT! Uniform resource Names...

Below is a copy of what the 2007 help file has...

Pierre

File                       act-ui://com.act/application/menu/file

&File

act-ui://com.act/application/menu/file

&New Database...

act-ui://com.act/application/menu/file/new

&Open Database...

act-ui://com.act/application/menu/file/open

&Close

act-ui://com.act/application/menu/file/close

&Save

act-ui://com.act/application/menu/file/save

Save Copy &As...

act-ui://com.act/application/menu/file/saveas

&Import...

act-ui://com.act/application/menu/file/dataexchange/newimport

&Export...

act-ui://com.act/application/menu/file/dataexchange/newexport

&Backup

act-ui://com.act/application/menu/file/backup

&Database...

act-ui://com.act/application/menu/file/backup/database

Personal &Files...

act-ui://com.act/application/menu/file/backup/personalfiles

&Restore

act-ui://com.act/application/menu/file/restore

&Database...

act-ui://com.act/application/menu/file/restore/database

Personal &Files...

act-ui://com.act/application/menu/file/restore/personalfiles

Restore &Database

act-ui://com.act/application/menu/file/restore/databasedisconnected

Set Passwor&d...

act-ui://com.act/application/menu/file/setpassword

&Print...

act-ui://com.act/application/menu/file/print

Quick Print Current &Window

act-ui://com.act/application/menu/file/printcurrentwindow

E&xit

act-ui://com.act/application/menu/file/exit

 Edit                       act-ui://com.act/application/menu/edit

&Edit

act-ui://com.act/application/menu/edit

&Undo

act-ui://com.act/application/menu/edit/undo

Undo Changes to Contact

act-ui://com.act/application/menu/edit/undochangestocontact

Cu&t

act-ui://com.act/application/menu/edit/cut

&Copy

act-ui://com.act/application/menu/edit/copy

&Paste

act-ui://com.act/application/menu/edit/paste

&Sort...

act-ui://com.act/application/menu/edit/sort

&Replace Field...

act-ui://com.act/application/menu/edit/replacedata

S&wap Field...

act-ui://com.act/application/menu/edit/swapdata

Cop&y Field...

act-ui://com.act/application/menu/edit/copydata

 View                      act-ui://com.act/application/menu/view

&View

act-ui://com.act/application/menu/view

Co&ntacts

act-ui://com.act/application/menu/view/contactdetail

Contact &List

act-ui://com.act/application/menu/view/contactlist

&Calendar

act-ui://com.act/application/menu/view/calendar

&Today

act-ui://com.act/application/menu/view/calendartoday

&Daily

act-ui://com.act/application/menu/view/daycalendar

Wor&k Week

act-ui://com.act/application/menu/view/workweekcalendar

&Weekly

act-ui://com.act/application/menu/view/weekcalendar

&Monthly

act-ui://com.act/application/menu/view/monthcalendar

&Task List

act-ui://com.act/application/menu/view/tasklist

&Opportunity List

act-ui://com.act/application/menu/view/opportunitylist

&Groups

act-ui://com.act/application/menu/view/group

Group List

act-ui://com.act/application/menu/view/grouplist

Com&panies

act-ui://com.act/application/menu/view/company

Company List

act-ui://com.act/application/menu/view/companylist

&E-mail

act-ui://com.act/application/menu/view/email

Mini-C&alendar

act-ui://com.act/application/menu/view/minicalendar

Acti&vities Tab

act-ui://com.act/application/menu/view/activitiestab

Note&s Tab

act-ui://com.act/application/menu/view/notestab

&History Tab

act-ui://com.act/application/menu/view/historytab

Groups/Companies Tab

Opportunit&y Tab

act-ui://com.act/application/menu/view/opportunitytab

(Opco Tab)

act-ui://com.act/application/menu/view/opcotab

&Filter (depends on view)

act-ui://com.act/application/menu/view/filter*

C&ustomize Columns...

act-ui://com.act/application/menu/view/addcolumns

&Internet Services

act-ui://com.act/application/menu/view/internet

A&CT!

act-ui://com.act/application/menu/view/internet/act

ACT! &Service and Support

act-ui://com.act/application/menu/view/internet/actsupport

ACT! A&dd-Ons

act-ui://com.act/application/menu/view/internet/actaddons

ACT! C&onsulting

act-ui://com.act/application/menu/view/internet/actconsulting

ACT! &Training

act-ui://com.act/application/menu/view/internet/acttraining

ACT! &User Community

act-ui://com.act/application/menu/view/internet/usercommunity

&Sage Software Corporation Website

act-ui://com.act/application/menu/view/internet/sagesoftware

ACT! &Links

act-ui://com.act/application/menu/view/internet/mylinks

&Manage Links

act-ui://com.act/application/menu/view/internet/mylinks/editlinks

&Internet Links

act-ui://com.act/application/menu/view/internet/netlinks

&Back

act-ui://com.act/application/menu/view/back

Forwar&d

act-ui://com.act/application/menu/view/forward

&Refresh

act-ui://com.act/application/menu/view/refresh

 Lookup                  act-ui://com.act/application/menu/lookup

&Lookup

act-ui://com.act/application/menu/lookup

&My Record

act-ui://com.act/application/menu/lookup/gotomyrecord

&All Contacts

act-ui://com.act/application/menu/lookup/allcontacts

Co&ntact...

act-ui://com.act/application/menu/lookup/contact

&Company...

act-ui://com.act/application/menu/lookup/company

&First Name...

act-ui://com.act/application/menu/lookup/firstname

&Last Name...

act-ui://com.act/application/menu/lookup/lastname

&Phone...

act-ui://com.act/application/menu/lookup/workphone

Ci&ty...

act-ui://com.act/application/menu/lookup/workcity

&State...

act-ui://com.act/application/menu/lookup/workstate

&ID/Status...

act-ui://com.act/application/menu/lookup/idstatus

E-Mail A&ddress...

act-ui://com.act/application/menu/lookup/workemail

&Other Fields...

act-ui://com.act/application/menu/lookup/other

&Groups

act-ui://com.act/application/menu/lookup/group

&All Groups

act-ui://com.act/application/menu/lookup/group/all

&Name...

act-ui://com.act/application/menu/lookup/group/name

&Other Fields...

act-ui://com.act/application/menu/lookup/group/other

Save &Lookup as Group...

act-ui://com.act/application/menu/lookup/saveasgroup

Compani&es

act-ui://com.act/application/menu/lookup/companies

&All Companies

act-ui://com.act/application/menu/lookup/companies/all

&Name...

act-ui://com.act/application/menu/lookup/companies/name

Main &Phone...

act-ui://com.act/application/menu/lookup/companies/phone

&City...

act-ui://com.act/application/menu/lookup/companies/city

&State...

act-ui://com.act/application/menu/lookup/companies/state

&Zip Code...

act-ui://com.act/application/menu/lookup/companies/zip

&ID/Status...

act-ui://com.act/application/menu/lookup/companies/idstatus

&Other Fields...

act-ui://com.act/application/menu/lookup/companies/other

Save &Lookup as Company...

act-ui://com.act/application/menu/lookup/saveascompany

Opport&unities

act-ui://com.act/application/menu/lookup/opportunities

&All Opportunities

act-ui://com.act/application/menu/lookup/opportunities/all opportunitues

&Name...

act-ui://com.act/application/menu/lookup/opportunities/name

S&tage...

act-ui://com.act/application/menu/lookup/opportunities/stage

&Product...

act-ui://com.act/application/menu/lookup/opportunities/
byproduct

Tota&l...

act-ui://com.act/application/menu/lookup/opportunities/total

&Status...

act-ui://com.act/application/menu/lookup/opportunities/status

&Record Manager...

&Other Fields...

act-ui://com.act/application/menu/lookup/opportunities/
otherfields

&Keyword Search...

act-ui://com.act/application/menu/lookup/keywordsearch

Annual Events...

act-ui://com.act/application/menu/lookup/annualevent

P&revious

act-ui://com.act/application/menu/lookup/previous

By E&xample...

act-ui://com.act/application/menu/lookup/byexample

Contact Activit&y...

act-ui://com.act/application/menu/lookup/contactactivity

Ad&vanced

act-ui://com.act/application/menu/lookup/advanced

Advanced &Query...

act-ui://com.act/application/menu/lookup/advancedquery

&Users

act-ui://com.act/application/menu/lookup/workgroupusers

&Contact by Access...

&Last Synchronized

act-ui://com.act/application/menu/lookup/synchronizedrecords/
lastsynchronized

&Sync Set...

act-ui://com.act/application/menu/lookup/synchronizedrecords/
synchset

 Contacts                act-ui://com.act/application/menu/contact

&Contacts

act-ui://com.act/application/menu/contact

&New Contact

act-ui://com.act/application/menu/contact/new

Duplicat&e Contact...

act-ui://com.act/application/menu/contact/duplicate

&Delete Contact

act-ui://com.act/application/menu/contact/delete

Edit &Contact Access

&Make Contact Private

Make Contact &Public

&Add Users/Teams...

&Remove Users/Teams...

&Create New Access List...

&Edit Access List...

&Insert Note...

act-ui://com.act/application/menu/contact/insertnote

&Record History...

act-ui://com.act/application/menu/contact/recordhistory

&Attach File...

act-ui://com.act/application/menu/contact/attachfile

Display &Map...

New &Secondary Contact

&Opportunities

act-ui://com.act/application/menu/contact/opportunity

&New Opportunity

act-ui://com.act/application/menu/contact/opportunity/
newopportunity

&Edit Opportunity

act-ui://com.act/application/menu/contact/opportunity/
editopportunity

&Delete Opportunity

act-ui://com.act/application/menu/contact/opportunity/
deleteopportunity

Opportunity &Graph...

act-ui://com.act/application/menu/contact/opportunity/
salesgraph

Opportunity &Pipeline...

act-ui://com.act/application/menu/contact/opportunity/pipeline

Create &Quote

act-ui://com.act/application/menu/contact/opportunity/
createquote

&Manage Product List...

act-ui://com.act/application/menu/contact/opportunity/productlist

Manager Process Lis&t...

act-ui://com.act/application/menu/contact/opportunity/processlist

 Groups                   act-ui://com.act/application/menu/group

&Groups

act-ui://com.act/application/menu/group

New Grou&p

act-ui://com.act/application/menu/group/newgroup

New &Subgroup

act-ui://com.act/application/menu/group/newsubgroup

D&uplicate

act-ui://com.act/application/menu/group/duplicate

&Delete

act-ui://com.act/application/menu/group/delete

Create &Lookup

act-ui://com.act/application/menu/group/createlookup

Insert Group &Note...

act-ui://com.act/application/menu/group/insertnote

&Record Group History...

act-ui://com.act/application/menu/group/recordhistory

&Attach File...

act-ui://com.act/application/menu/group/attachfile

&Move Group...

act-ui://com.act/application/menu/group/move

Conver&t to Company...

act-ui://com.act/application/menu/group/convert

&Group Membership

act-ui://com.act/application/menu/group/membership

&Add/Remove Contacts...

act-ui://com.act/application/menu/group/addcontact

Add &Selected to Group...

act-ui://com.act/application/menu/group/addselected

&Companies

act-ui://com.act/application/menu/group/company

New Compan&y

act-ui://com.act/application/menu/group/company/newcompany

New Di&vision

act-ui://com.act/application/menu/group/company/
newsubcompany

D&uplicate

act-ui://com.act/application/menu/group/company/duplicate

&Delete

act-ui://com.act/application/menu/group/company/delete

Create &Lookup

act-ui://com.act/application/menu/group/company/createlookup

Insert Company &Note...

act-ui://com.act/application/menu/group/company/insertnote

&Record Company History...

act-ui://com.act/application/menu/group/company/recordhistory

&Attach File...

act-ui://com.act/application/menu/group/company/attachfile

L&ink to Company...

Unlink fr&om Company...

Create Contact from Company

act-ui://com.act/application/menu/group/company/
createcontactfrom

Create Company from Contact

act-ui://com.act/application/menu/group/company/
createcompanyfrom

&Move Company...

act-ui://com.act/application/menu/group/company/move

&Company Membership

act-ui://com.act/application/menu/group/company/membership

&Add/Remove Contacts...

act-ui://com.act/application/menu/group/company/addcontact

Add &Selected to Company...

act-ui://com.act/application/menu/group/company/addselected

 Schedule                act-ui://com.act/application/menu/schedule

&Schedule

act-ui://com.act/application/menu/schedule

&Call

act-ui://com.act/application/menu/schedule/call

&Meeting

act-ui://com.act/application/menu/schedule/meeting

&To-Do

act-ui://com.act/application/menu/schedule/todo

&Other

act-ui://com.act/application/menu/schedule/other

Personal Activity

Support Ticket

Vacation

&Activity Series

act-ui://com.act/application/menu/schedule/
scheduleactivityseries

Resc&hedule Activity

act-ui://com.act/application/menu/schedule/rescheduleactivity

C&lear Activity

act-ui://com.act/application/menu/schedule/clearactivity

&Send Activity E-mail

act-ui://com.act/application/menu/schedule/sendactivity

Manag&e

act-ui://com.act/application/menu/schedule/manage

Activity &Series Templates...

act-ui://com.act/application/menu/schedule/activityseries

Activity &Types...

act-ui://com.act/application/menu/schedule/manage/
customactivitytypes

&Priorities...

act-ui://com.act/application/menu/schedule/manage/
custompriorities

&Resources...

act-ui://com.act/application/menu/schedule/manage/
resources

&Events...

act-ui://com.act/application/menu/schedule/manage/events

&Grant Calendar Access...

act-ui://com.act/application/menu/schedule/grantcalendaraccess

 Write                      act-ui://com.act/application/menu/write

Wr&ite

act-ui://com.act/application/menu/write

&E-mail Message

act-ui://com.act/application/menu/write/email

&Letter

act-ui://com.act/application/menu/write/letter

&Memo

act-ui://com.act/application/menu/write/memo

&Fax Cover Page

&Other Document (from template)...

act-ui://com.act/application/menu/write/other

&New Document

act-ui://com.act/application/menu/write/new/document

Ne&w Letter/E-mail Template

Edit &Template

act-ui://com.act/application/menu/write/editdocumenttemplate

M&ail Merge

act-ui://com.act/application/menu/write/mailmerge

 Reports                  act-ui://com.act/application/menu/report

&Reports

act-ui://com.act/application/menu/report

&Contact Report

act-ui://com.act/application/menu/report/contactReport

Contact &Directory

act-ui://com.act/application/menu/report/contactDirectoryReport

&Phone List

act-ui://com.act/application/menu/report/phoneListReport

&Activities

&Notes/History

&History Summary

act-ui://com.act/application/menu/report/historySummaryReport

H&istory Summary Classic

act-ui://com.act/application/menu/report/
historySummaryClassicReport

History Time Spent

act-ui://com.act/application/menu/report/activitiesTimeSpent

Contact &Status

act-ui://com.act/application/menu/report/contactStatusReport

Source of Re&ferrals

act-ui://com.act/application/menu/report/sourceOfReferralsReport

Other Contact &Reports...

act-ui://com.act/application/menu/report/otherContactReports

&Group Reports

act-ui://com.act/application/menu/report/group

Group &Membership

act-ui://com.act/application/menu/report/group/membership

Group &Summary

act-ui://com.act/application/menu/report/group/summary

Group &Comprehensive

act-ui://com.act/application/menu/report/group/comprehensive

Group &List

act-ui://com.act/application/menu/report/group/list

&Other Group Reports...

act-ui://com.act/application/menu/report/group/
otherGroupReports

Compan&y Reports

act-ui://com.act/application/menu/report/company

Company &Membership

act-ui://com.act/application/menu/report/company/membership

Company &Summary

act-ui://com.act/application/menu/report/company/summary

Company &Comprehensive

act-ui://com.act/application/menu/report/company/
comprehensive

Company &List

act-ui://com.act/application/menu/report/company/list

Company &Directory

&Other Company Reports...

act-ui://com.act/application/menu/report/company/
otherCompanyReports

&Opportunity Reports

act-ui://com.act/application/menu/report/opportunity

Sales &Analysis by Record Manager

Totals by &Status

act-ui://com.act/application/menu/report/opportunity/
totalByStatusReport

Adjusted for Probabilit&y

act-ui://com.act/application/menu/report/opportunity/
adjustedForProbabilityReport

P&ipeline Report

act-ui://com.act/application/menu/report/opportunity/
pipelineReport

Opportunities by Record &Manager

act-ui://com.act/application/menu/report/opportunity/
opportunitiesByRecordManagerReport

Opportunities by &Contact

act-ui://com.act/application/menu/report/opportunity/
opportunitiesByContactReport

Opportunity &Graph...

act-ui://com.act/application/menu/report/opportunity/graph

Opportunity &Pipeline...

act-ui://com.act/application/menu/report/opportunity/pipeline

&Other Opportunity Reports...

act-ui://com.act/application/menu/report/opportunity/
otherOpportunityReports

Ne&w Template...

act-ui://com.act/application/menu/report/newTemplate

&Edit Template...

act-ui://com.act/application/menu/report/editTemplate

 Tools                      act-ui://com.act/application/menu/tools

&Tools

act-ui://com.act/application/menu/tools

Sp&elling...

act-ui://com.act/application/menu/tools/spelling

&Define Fields...

act-ui://com.act/application/menu/tools/definefields

Design &Layouts

act-ui://com.act/application/menu/tools/designlayouts

&Contact

act-ui://com.act/application/menu/tools/designlayouts/contact

&Group

act-ui://com.act/application/menu/tools/designlayouts/group

C&ompany

act-ui://com.act/application/menu/tools/designlayouts/company

Manage &Users...

act-ui://com.act/application/menu/tools/workgroup/manageusers

Manage Te&ams...

act-ui://com.act/application/menu/tools/workgroup/
manageteams

Data&base Maintenance

act-ui://com.act/application/menu/tools/databasemaintenance

&Check up and Repair...

act-ui://com.act/application/menu/tools/databasemaintenance/
checkup

&Lock/Unlock Database...

act-ui://com.act/application/menu/tools/databasemaintenance/
lock

&Remove Old Data...

act-ui://com.act/application/menu/tools/databasemaintenance/
remove

&Delete Database

act-ui://com.act/application/menu/tools/databasemaintenance/
delete

&Share Database

act-ui://com.act/application/menu/tools/databasemaintenance/
locations

Con&vert ACT! 3.0 - 6.0 Items...

act-ui://com.act/application/menu/tools/convert

Sca&n for Duplicates...

act-ui://com.act/application/menu/tools/duplicatechecking/scan

Copy/Move C&ontact Data...

act-ui://com.act/application/menu/contact/combine

Update &Salutation Field

act-ui://com.act/application/menu/tools/updateSalutationField

&Timer...

act-ui://com.act/application/menu/tools/timer

ACT! Schedule&r

Sync&hronize

act-ui://com.act/application/menu/file/synchronize

&Synchronize Now

act-ui://com.act/application/menu/file/synchronizenow

&Accept Incoming Syncs

act-ui://com.act/application/menu/file/synchronizeincoming

Synchroni&zation Panel...

act-ui://com.act/application/menu/tools/synchronizationpanel

Handheld Setu&p...

act-ui://com.act/application/menu/tools/palmsetup

Outloo&k Activities

act-ui://com.act/application/menu/tools/outlookactivities

&Update Activities...

act-ui://com.act/application/menu/tools/updateOutlookActivities

&Remove Activities...

act-ui://com.act/application/menu/tools/removeOutlookActivities

Export to E&xcel

act-ui://com.act/application/menu/tools/exportexcel

&Customize

act-ui://com.act/application/menu/tools/customize

&Columns...

act-ui://com.act/application/menu/tools/customize/columns

&Menus and Toolbars...

act-ui://com.act/application/menu/tools/customize/
menusAndToolbars

&Navbar...

act-ui://com.act/application/menu/tools/customize/navbar

Show &Small Buttons

act-ui://com.act/application/menu/tools/customize/
showsmallbuttons

Show &Large Buttons

act-ui://com.act/application/menu/tools/customize/
showlargebuttons

&Reset Menus and Toolbars

act-ui://com.act/application/menu/tools/customize/resetBars

Pre&ferences...

act-ui://com.act/application/menu/tools/options

 Window                  act-ui://com.act/application/menu/window

&Window

act-ui://com.act/application/menu/window

&Cascade

act-ui://com.act/application/menu/window/cascade

Tile &horizontal

act-ui://com.act/application/menu/window/tilehorz

Tile &vertical

act-ui://com.act/application/menu/window/tilevert

&Arrange icons

act-ui://com.act/application/menu/window/arrangeicons

&Remove all

act-ui://com.act/application/menu/window/removeall

 Help                       act-ui://com.act/application/menu/help

Message Edited by Pierre on 03-28-2008 09:04 AM

[h3mp]

Brilliant - works just great

still can't see this in the 2008 sdk! - maybe I should also download the older ones :-S

[inkey]

I am also trying to do this using a plugin, but I can't get the window. I can see the dialog that I need using:
asm = System.Reflection.Assembly.LoadFile( " C:\Program Files\ACT\Act for Windows\Act.UI.Opportunities.Views.dll " )
I can find all properties of the dialog but I can not find a way to programatically edit the "create opportunity" dialog.

Anyone?

Thanks, Inge

Message Edited by inkey on 04-01-2008 10:54 PM