Could someone help me understand the correct way to copy a object and and any references?
For example, I have an object called Contract. I want to add a action on the form to permit the user to copy the Contract they are "sitting" on and any of the related records.
How do I accomplish this?
Help with Copy
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Sample
Do you have a sample BSV or sample processes? The posting you sent me to doesn't have any real details.
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Issue with Insert
I am trying to create a process that inserts records. The Action syntax is “INSERT SLPurchaseOrder IN Asset.PurchaseOrder”
When I try to create the process with this action, I get the dialog:
"Possible wrong object identifier Asset is used in path Asset in rule CopyPurchases
Possibly wrong object identifier SLPurchaseOrder is used in path SLPurchaseOrder in rule CopyPurchase"
What does this mean? I used the "intellisense" when selecting all of the actions and objects.
Here is the schema:
When I try to create the process with this action, I get the dialog:
"Possible wrong object identifier Asset is used in path Asset in rule CopyPurchases
Possibly wrong object identifier SLPurchaseOrder is used in path SLPurchaseOrder in rule CopyPurchase"
What does this mean? I used the "intellisense" when selecting all of the actions and objects.
Here is the schema:
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Still not understanding
I looked at the sample bsv you sent me. There are 2 processes. The CopyCategories process is like my new process I am trying to create. There doesn't appear to be any find or anything other then the Action "INSERT AdditionalCategories IN InventoryItem.Categories".
I understand that you call the CopyCategories process from within the CopyInventoryItem and at that time you do a find and then pass processing over to the CopyCategories process.
I understand that you call the CopyCategories process from within the CopyInventoryItem and at that time you do a find and then pass processing over to the CopyCategories process.
Both processes( CopyCategories and CopyInventoryItem) have 2 BOs are Process Input:
1) AdditionalCategories
2) InventoryItem
In the case of CopyCategories, that's what put both of these BOs into context. Without this, the rule:
INSERT AdditionalCategories IN InventoryItem.Categories
would have no idea which BO instances you are want to effect.
Tom
1) AdditionalCategories
2) InventoryItem
In the case of CopyCategories, that's what put both of these BOs into context. Without this, the rule:
INSERT AdditionalCategories IN InventoryItem.Categories
would have no idea which BO instances you are want to effect.
Tom
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I got it to work
I got it to work on one of my references, but for some reason I'm having difficulty with a reference that points to an external datasource. I have sent a support ticket in.
Secondly, is there a way to create a object and then edit the new object. I know that I can go a find based on a value in a object field and then do a display or edit. Let's assume I don't know if there are unique values in the fields; can I do a find based on the newly create Object.ID? IF so, how do you reference the new create Object.ID. I thought possibly ThatObject.ID, but that didn't work.
Secondly, is there a way to create a object and then edit the new object. I know that I can go a find based on a value in a object field and then do a display or edit. Let's assume I don't know if there are unique values in the fields; can I do a find based on the newly create Object.ID? IF so, how do you reference the new create Object.ID. I thought possibly ThatObject.ID, but that didn't work.
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Edit Action
The edit action opens up a "popup" form versus navigating to the record in edit mode. Is there a way around this?