I must design dynamically created table from offer to the client. In the offers a variable number of products so the my table must dynamically create rows with products.
For example:
When the offer include 3 products then the table must have 3 rows with this products.
When the offer include 2 products then the table must have 2 rows with this products.
I can do only a table with static number of rows. When I create table with 2 rows I must add only two products because more than two will not be visible.
Can I do something like that in Word and use as template in CRM Online? Can do this without programming? Or I must use some custom solution and add to CRM?
Best regards.
Correct me if I'm wrong but, it sounds like you have:
Two entities - Offer and Product
An Offer can be many Products - linked via a relationship, probably Many-to-Many.
I don't think you will be able to use the Templates because they wont allow you to get data from relationships as you have them, as far as I know.
I think in this case the most workable solution will be a Fetch-Xml (because of Crm Online) Based SSRS Report (so you can have a custom layout) as described here: http://msdn.microsoft.com/en-us/library/gg328302.aspx
Then users just have to run the report against a particular offer, save, print and send.
Related
Hey guys we need to realize the following workflow:
Our process looks as following:
We have a customer base with several attributes for each customer like city, type of product, segment and so on.It should be possible for the manager to choose the correct customers according to the attributes (e.g. all customer from city x and type y of product) and assign this customers to a marketing process.
The marketing process would look like:
User gets a notification call customer x
User is being asked how the call was and the user can choose from several categories (no interest, slight interest, wrong number, ....)
The logic behind what happens afterwards is in the program
THE WORKFLOW
In short:
Defining the customer range -> putting them into a process -> user gives a response in a pre defined way to the task he performed -> the process goes on
Thank you for your response!
PS. There is no need for VOIP integration.
The short answer is yes, OroCRM is flexible enough to handle completely custom workflows. Simple workflows, like the one that you described can even be configured from the user interface, without custom development.
We have a customer base with several attributes for each customer like the city, type of product, segment, and so on.
Depending on the needs, you can use one of the existing OroCRM entities as a base customer (e.g. a Lead or an Account entity) and add all the needed extra fields using the entity management. Or you can create a completely new custom entity with all the fields and relations to use it as a base customer.
It should be possible for the manager to choose the correct customers according to the attributes (e.g. all customers from city x and type y of product)
You can use OroCRM data grids to filter base customers by attributes and even create a custom grid view with predefined filters to reuse it later. The flexible reporting system also may be helpful here.
and assign these customers to the marketing process.
In OroCRM they are called workflows. There are a few predefined workflows, and you can create a completely custom within the user interface.
Currently I have a pricerule that has only one action element to fetch a price from pricelist.
In order to achieve this pricerule I'm adding entries into required tables like
PRICERULE,
PRELEMENT,
PRELEMENTATTR
and other tables.
Now I need to add more conditions and branches to this pricerule in order to fit for the requirements(something like this).
But I found forming this pricerule by inserting entries directly into tables (as I did for simple pricerule) is quite complex. Because after forming the pricerule it has to be updated on weekly basis. Updates will be like changing the markup/markdown percentage or changing the start and end date of this markup etc.
So my question is:
Instead of directly updating the tables, is there any IBM WCS OOB functionality to achieve this?
I have Access 2010. I was wondering if there is a way to get the form to load different for every selection.
Example
Item A has 10 Rows and 6 columns of filled in data
Item B has 3 Rows and 2 Columns of filled in data
Both are from the same table.
Is there a way when a certain item is selected from a drop down menu to load, without having multiple forms, only the filled in data? Output would resemble Excel format.
Thank you in advance for any help.
Quick Answer (TL;DR)
Creating dynamically-generated form structure in MSFT Access can be done with sub-forms.
Detailed Answer
Context
MSFT Access
Creating forms
Problem
Scenario: Developer wishes to create context-specific form structure that depends on the query output.
Solution
Create one or more sub-form with attached VBA that changes dependent on the query ouput.
Connect the subform(s) to the primary form and load as needed depending on the context.
See also
https://stackoverflow.com/questions/tagged/ms-access+forms+vba
https://duckduckgo.com/?q=msft+access+dynamic+subform
How to dynamically load, access and unload subforms in microsoft access
A little background:
I have 2 entities (Product and Case). The product entity will hold all product records. A section in the Case will have the ability to choose products and auto-populate all related fields that are located in the product record for that specific product. For example, Product record has fields like hazardous, range, lot ect. The same field appear on the Case record. These fields should only be populated based on the product that was selected.
I was able to accomplish the above by creating a 1:N relationship and adding it to my Case form. I then created a workflow to populate the related fields (hazardous, range, lot ect). However, these fields only populate when the record is saved. Is there a way to make it update the fields once the product is chosen?
I want to refrain form using any type of JavaScript. If possible, I would like to strictly use workflows to accomplish this (if at all possible).
Real time information in your case can be only accomplished by using JavaScript. Maps works too but they have a special behavior.
Workflows that fire when the record is created only execute after all core operations are done (Native logic, Plug-in logic...) and you can't fire workflows if the record is not created.
So using workflows is a good idea even if you can't see the information
I'm been using FM for the first time and have a need to use Get Summary on a financial information table. This generates various summaries of different income by customer, year and type. The layout generated from this table is good. The use of Get Summary allows me to do math with the various results, whereas sub summary totals by income type (as far as I know) cannot be added and divided by each other.
The problem I'm facing is that I wish now to create a layout based on customers and include some of the Get Summary detail from the financial table. Because my new layout is based on customers, I understand I cannot use Get Summary from financial as either a related field or in a portal.
The end game is simply to scroll through customer records, one after the other, and have key financial information show on their 'home' screen if you will, for years and type.
Any help gratefully appreciated. Thanks
I understand I cannot use Get Summary from financial as either a
related field or in a portal.
No, that's not quite correct. The GetSummary() function returns the sub-summary value by breakfield - if records are sorted by breakfield. Thus if the portal (or the underlying relationship) sorts the related records by type, you will see sub-summary values in the portal. However, you won't be able to see only sub-summary values, since a portal has no sub-summary parts.
There are other ways to show summarized related data. If you don't have (and don't expect to have) a large amount of records, considering filtering a (one-row) portal to show only a specific type of related records, then place the summary field inside it. Of course, this assumes the types are known in advance and unchanging.