Simple query

Mark HHP

Hey guys. I have a task that needs to happen and I get confused with the This and That prefixes and when to use/not use them.

I have two BOs, a Client and a Consultant. The Client has a Consultant attached (peer). All good so far. The Client also has a text field called PreviousConsultant and whenever a Client gets referred to a different Consultant, I need to type the name in. (The Consultant does have a plain text field called Full Name, which would fit in great)

I assume that if I wanted to automate this it would be something like:

If Client.Consultant IS CHANGED THEN Client.PreviousConsultant = what goes here? How do you refer to an object which has changed?

customaware

So Mark,

A Client has a Consultant Bucket (Peer Relationship) and a Consultant gets assigned to that Bucket by...How? A Drop Down or a Pick List or a Swap Select or....?

So, with a Consultant assigned... someone decides to change the Client's assigned Consultant... so you want the currently assigned Consultant to be relegated to
being the Previously Assigned Consultant and then select a new Consultant to be the currently Assigned Consultant.

Is that correct?

Mark HHP

Hi Mark,

Yeah, its a little picker to select a new Consultant but I'd prefer not to leave links to previous Consultants. I just need it to pull their name and insert into the plain text Previous Consultant field.

customaware

Ok....

Just doing up a little Demo..... will send shortly

customaware

Mark,

Load this up and run it.

Add a few Consultants to the second Tab

Add a few Clients to the first Tab.

Edit a Client and click the Select New Consultant Button.

Then go back and check the query.

Is that what you wanted.

It may be possible to somehow use the OLD_VALUE function but O could not get that to work so best using a process.

Consultant.zip

35.47kB

Mark HHP

Thanks so much, I'll give this a spin!

Mark HHP

Taking this a step further, something I've struggled with in the past is mass conversion of Clients from one Consultant to another. Could be because I tried when I was still quite new. (This post is part me asking a question, part me just typing and working through the problem in my head. Helps to try explain the problem)

Would something like this work with including the Previous Consultant process?

PICK ONE OR MORE FROM (Query with a filter for Consultant)
Client.PreviousConsultant = Client.CurrentConsultant.FullName

But then what do I do from there? What do I use to pick the new consultant and apply to the clients?

tford

Taking this a step further, something I've struggled with in the past is mass conversion of Clients from one Consultant to another. Could be because I tried when I was still quite new. (This post is part me asking a question, part me just typing and working through the problem in my head. Helps to try explain the problem)

...

But then what do I do from there? What do I use to pick the new consultant and apply to the clients?

Mark,

It's best if you post additional questions that you have to your old thread on this at:
https://www.awareim.com/forum/d/7729>

It would also be worth your while to download & study Ben's demo BSV at:
https://www.awareim.com/forum/d/8022>

While Ben's scenario is much more complicated than yours, but it might help you understand AwareIM a bit more by downloading & studying it.

Mark HHP

Ah Tom, thanks, I had completely forgotten about that old thread. Was in a bit of a rush and didn't have time to search the topics again.

Thanks for these, I'm sure they'll lead me straight.