Page 5075 Interaction Templates, source in 29
Source29
src/Layers/W1/BaseApp/CRM/Interaction/InteractionTemplates.Page.al408 lines, Copyright (c) Microsoft Corporation. MIT
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.CRM.Interaction;
using Microsoft.CRM.Contact;
using Microsoft.CRM.Team;
using Microsoft.Foundation.Company;
using System.Integration.Word;
page 5075 "Interaction Templates"
{
ApplicationArea = RelationshipMgmt;
Caption = 'Interaction Templates';
PageType = List;
SourceTable = "Interaction Template";
UsageCategory = Administration;
layout
{
area(content)
{
repeater(Control1)
{
ShowCaption = false;
field("Code"; Rec.Code)
{
ApplicationArea = All;
}
field("Interaction Group Code"; Rec."Interaction Group Code")
{
ApplicationArea = All;
}
field(Description; Rec.Description)
{
ApplicationArea = All;
}
field("Word Template Code"; Rec."Word Template Code")
{
ApplicationArea = All;
trigger OnValidate()
begin
CurrPage.Update();
end;
}
field("Wizard Action"; Rec."Wizard Action")
{
ApplicationArea = RelationshipMgmt;
}
field("Correspondence Type (Default)"; Rec."Correspondence Type (Default)")
{
ApplicationArea = RelationshipMgmt;
ToolTip = 'Specifies the preferred type of correspondence for the interaction. NOTE: If you use the Web client, you must not select the Hard Copy option because printing is not possible from the web client.';
}
field("Language Code (Default)"; Rec."Language Code (Default)")
{
ApplicationArea = RelationshipMgmt;
ToolTip = 'Specifies the default language code for the interaction. If the contact''s preferred language is not available, then the program uses this language as the default language.';
}
field(Attachment; Rec."Attachment No." <> 0)
{
ApplicationArea = RelationshipMgmt;
AssistEdit = true;
Caption = 'Attachment';
ToolTip = 'Specifies if the linked attachment is inherited or unique.';
trigger OnAssistEdit()
var
InteractTmplLanguage: Record "Interaction Tmpl. Language";
begin
if Rec."Word Template Code" <> '' then
Error(WordTemplateUsedErr);
if InteractTmplLanguage.Get(Rec.Code, Rec."Language Code (Default)") then begin
if InteractTmplLanguage."Attachment No." <> 0 then
InteractTmplLanguage.OpenAttachment()
else
InteractTmplLanguage.CreateAttachment();
end else begin
InteractTmplLanguage.Init();
InteractTmplLanguage."Interaction Template Code" := Rec.Code;
InteractTmplLanguage."Language Code" := Rec."Language Code (Default)";
InteractTmplLanguage.Description := Rec.Description;
InteractTmplLanguage.CreateAttachment();
end;
CurrPage.Update();
end;
}
field("Ignore Contact Corres. Type"; Rec."Ignore Contact Corres. Type")
{
ApplicationArea = RelationshipMgmt;
}
field("Unit Cost (LCY)"; Rec."Unit Cost (LCY)")
{
ApplicationArea = RelationshipMgmt;
ToolTip = 'Specifies the cost, in LCY, of one unit of the item or resource on the line.';
}
field("Unit Duration (Min.)"; Rec."Unit Duration (Min.)")
{
ApplicationArea = RelationshipMgmt;
ToolTip = 'Specifies the usual duration of interactions created using the interaction template.';
}
field("Information Flow"; Rec."Information Flow")
{
ApplicationArea = RelationshipMgmt;
}
field("Initiated By"; Rec."Initiated By")
{
ApplicationArea = RelationshipMgmt;
}
field("Campaign No."; Rec."Campaign No.")
{
ApplicationArea = RelationshipMgmt;
}
field("Campaign Target"; Rec."Campaign Target")
{
ApplicationArea = RelationshipMgmt;
}
field("Campaign Response"; Rec."Campaign Response")
{
ApplicationArea = RelationshipMgmt;
}
}
}
area(factboxes)
{
systempart(Control1900383207; Links)
{
ApplicationArea = RecordLinks;
Visible = false;
}
systempart(Control1905767507; Notes)
{
ApplicationArea = Notes;
Visible = false;
}
}
}
actions
{
area(navigation)
{
group("&Interaction Template")
{
Caption = '&Interaction Template';
Image = Interaction;
action("Interaction Log E&ntries")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Interaction Log E&ntries';
Image = InteractionLog;
RunObject = Page "Interaction Log Entries";
RunPageLink = "Interaction Template Code" = field(Code);
RunPageView = sorting("Interaction Template Code", Date);
ShortCutKey = 'Ctrl+F7';
ToolTip = 'View a list of the interactions that you have logged, for example, when you create an interaction, print a cover sheet, a sales order, and so on.';
}
action(Statistics)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Statistics';
Image = Statistics;
RunObject = Page "Interaction Tmpl. Statistics";
RunPageLink = Code = field(Code);
ShortCutKey = 'F7';
ToolTip = 'View statistical information, such as the value of posted entries, for the record.';
}
action(Languages)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Languages';
Image = Language;
RunObject = Page "Interact. Tmpl. Languages";
RunPageLink = "Interaction Template Code" = field(Code);
ToolTip = 'Set up and select the preferred languages for the interactions with your contacts.';
}
}
group("&Attachment")
{
Caption = '&Attachment';
Image = Attachments;
action(Open)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Open';
Image = Edit;
ShortCutKey = 'Return';
ToolTip = 'Open the card for the selected record.';
trigger OnAction()
var
InteractTemplLanguage: Record "Interaction Tmpl. Language";
begin
if Rec."Word Template Code" <> '' then
Error(WordTemplateUsedErr);
if InteractTemplLanguage.Get(Rec.Code, Rec."Language Code (Default)") then
InteractTemplLanguage.OpenAttachment();
end;
}
action(Create)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Create';
Ellipsis = true;
Image = New;
ToolTip = 'Create a new interaction template.';
trigger OnAction()
var
InteractTemplLanguage: Record "Interaction Tmpl. Language";
begin
if Rec."Word Template Code" <> '' then
Error(WordTemplateUsedErr);
if not InteractTemplLanguage.Get(Rec.Code, Rec."Language Code (Default)") then begin
InteractTemplLanguage.Init();
InteractTemplLanguage."Interaction Template Code" := Rec.Code;
InteractTemplLanguage."Language Code" := Rec."Language Code (Default)";
InteractTemplLanguage.Description := Rec.Description;
end;
InteractTemplLanguage.CreateAttachment();
CurrPage.Update();
end;
}
action("Copy &from")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Copy &from';
Ellipsis = true;
Image = Copy;
ToolTip = 'Copy an existing interaction template.';
trigger OnAction()
var
InteractTemplLanguage: Record "Interaction Tmpl. Language";
begin
if Rec."Word Template Code" <> '' then
Error(WordTemplateUsedErr);
if not InteractTemplLanguage.Get(Rec.Code, Rec."Language Code (Default)") then begin
InteractTemplLanguage.Init();
InteractTemplLanguage."Interaction Template Code" := Rec.Code;
InteractTemplLanguage."Language Code" := Rec."Language Code (Default)";
InteractTemplLanguage.Description := Rec.Description;
InteractTemplLanguage.Insert();
Commit();
end;
InteractTemplLanguage.CopyFromAttachment();
CurrPage.Update();
end;
}
action(Import)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Import';
Ellipsis = true;
Image = Import;
ToolTip = 'Import an interaction template.';
trigger OnAction()
var
InteractTemplLanguage: Record "Interaction Tmpl. Language";
begin
if Rec."Word Template Code" <> '' then
Error(WordTemplateUsedErr);
if not InteractTemplLanguage.Get(Rec.Code, Rec."Language Code (Default)") then begin
InteractTemplLanguage.Init();
InteractTemplLanguage."Interaction Template Code" := Rec.Code;
InteractTemplLanguage."Language Code" := Rec."Language Code (Default)";
InteractTemplLanguage.Description := Rec.Description;
InteractTemplLanguage.Insert();
end;
InteractTemplLanguage.ImportAttachment();
CurrPage.Update();
end;
}
action("E&xport")
{
ApplicationArea = RelationshipMgmt;
Caption = 'E&xport';
Ellipsis = true;
Image = Export;
ToolTip = 'Export an interaction template.';
trigger OnAction()
var
InteractTemplLanguage: Record "Interaction Tmpl. Language";
begin
if Rec."Word Template Code" <> '' then
Error(WordTemplateUsedErr);
if InteractTemplLanguage.Get(Rec.Code, Rec."Language Code (Default)") then
InteractTemplLanguage.ExportAttachment();
end;
}
action(Remove)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Remove';
Ellipsis = true;
Image = Cancel;
ToolTip = 'Remote an interaction template.';
trigger OnAction()
var
InteractTemplLanguage: Record "Interaction Tmpl. Language";
begin
if Rec."Word Template Code" <> '' then
Error(WordTemplateUsedErr);
if InteractTemplLanguage.Get(Rec.Code, Rec."Language Code (Default)") then
InteractTemplLanguage.RemoveAttachment(true);
end;
}
}
action(WordTemplate)
{
ApplicationArea = All;
Caption = 'Create Interaction Word Template';
ToolTip = 'Create a Word template to use in interaction templates.';
Image = Word;
trigger OnAction()
var
InteractionMergeData: Record "Interaction Merge Data";
CompanyInformation: Record "Company Information";
WordTemplateInteractions: Codeunit "Word Template Interactions";
WordTemplatesCreationWizard: Page "Word Template Creation Wizard";
IncludeFields: List of [Text[30]];
begin
WordTemplatesCreationWizard.SetTableNo(Database::"Interaction Merge Data");
WordTemplatesCreationWizard.SetRelatedTable(Database::"Contact", InteractionMergeData.FieldNo("Contact No."), 'CONTA');
WordTemplatesCreationWizard.SetRelatedTable(Database::"Salesperson/Purchaser", InteractionMergeData.FieldNo("Salesperson Code"), 'SALES');
if CompanyInformation.FindFirst() then
WordTemplatesCreationWizard.SetUnrelatedTable(Database::"Company Information", CompanyInformation.SystemId, 'COMPA');
IncludeFields.Add(CopyStr(CompanyInformation.FieldName("Post Code"), 1, 30));
IncludeFields.Add(CopyStr(CompanyInformation.FieldName(IBAN), 1, 30));
IncludeFields.Add(CopyStr(CompanyInformation.FieldName("SWIFT Code"), 1, 30));
WordTemplatesCreationWizard.SetFieldsToBeIncluded(Database::"Company Information", IncludeFields);
WordTemplateInteractions.OnBeforeCreateInteractionWordTemplate(WordTemplatesCreationWizard);
WordTemplatesCreationWizard.RunModal();
end;
}
}
area(Promoted)
{
group(Category_Process)
{
Caption = 'Process';
group(Category_Attachment)
{
Caption = 'Attachment';
actionref(Open_Promoted; Open)
{
}
actionref(Create_Promoted; Create)
{
}
actionref(Import_Promoted; Import)
{
}
actionref("E&xport_Promoted"; "E&xport")
{
}
actionref(Remove_Promoted; Remove)
{
}
actionref("Copy &from_Promoted"; "Copy &from")
{
}
}
actionref(WordTemplate_Promoted; WordTemplate)
{
}
actionref(Statistics_Promoted; Statistics)
{
}
}
}
}
trigger OnAfterGetRecord()
begin
Rec.CalcFields("Attachment No.");
end;
trigger OnNewRecord(BelowxRec: Boolean)
begin
if Rec.GetFilter("Interaction Group Code") <> '' then
if Rec.GetRangeMin("Interaction Group Code") = Rec.GetRangeMax("Interaction Group Code") then
Rec."Interaction Group Code" := Rec.GetRangeMin("Interaction Group Code");
end;
var
WordTemplateUsedErr: Label 'You cannot use an attachment when a Word template has been specified.';
}