05-31-2011 03:23 PM
This happens to be regarding ACT 2009, but probably applies to all versions.
I know that in the Opportunity Stage field, when changed, it will insert a History item regarding that field change - as it will if you set any field to record on change. However, the actual "important" data is in the record text - e.g. Field <xyz> changed from "foo" to "bar"
What I'd like to do is actually record a History Item that records the picklist GUID of the new field, which can then be used to report on WHEN the field was changed to that value, allowing a timeline report of stages in the Opportunity Process, or any other picklist field that is used. (which will allow the picklist text to be changed without rewriting the query)
You now can run reports that show a timeline of the "stages" of the Contact. Also, if there is some functionality already in ACT, or an addon, that would be great as well. Thanks...
06-01-2011 06:16 AM
Sounds interesting, what portion of this task do have questions regarding?
If you're able to capture a field via the FieldChanged event, and the picklist associtaed with the combo box, the ID is a public property. We would also have access to the current date and time via System.DateTime. With these two peices of information creating a history using them is pretty straightforward.
If any portion of this is unclear or you need more specifics let me know.
07-14-2011 11:03 AM
I've changed what I want to do (or at least what I think I want to do), and that's monitor FieldChange events on an individual Opportunity. If that's possible, like it is on Contacts or Companies:
AddHandler ActApp.ApplicationState.CurrentContact.ContactFields.FieldChanged, AddressOf Contact_FieldChanged
this might do what I need. However, unless I'm not searching correctly, I cannot find this in the SDK documentation. This is ACT 2009 dlls. Thanks!
07-14-2011 11:43 AM
The verion requirement here may be an issue. It was in the 2010 version that opportunities became a top level entity and prior to then were just a subentity of contacts.
I'd suspect it may still be possible, though I'm not sure how straightforward it'd be. I didn't work with the SDK until the 2010 version so I don't have any experience working with opportunities prior to then. I can look into it though and let you know what I find out.