Page 9255 Tasks Matrix
- App
- Base Application
- Namespace
- Microsoft.CRM.Analysis
- Versions
- 17-28
- Source table
- 5102
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Source in 29
src/Layers/W1/BaseApp/CRM/Analysis/TasksMatrix.Page.al976 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.Analysis;
using Microsoft.CRM.Campaign;
using Microsoft.CRM.Contact;
using Microsoft.CRM.Task;
using Microsoft.CRM.Team;
using System.Utilities;
page 9255 "Tasks Matrix"
{
Caption = 'Tasks Matrix';
DataCaptionExpression = Format(SelectStr(OutputOption + 1, Text001));
Editable = false;
LinksAllowed = false;
PageType = List;
SourceTable = "RM Matrix Management";
layout
{
area(content)
{
repeater(Control1)
{
IndentationColumn = NameIndent;
IndentationControls = Name;
ShowCaption = false;
field("No."; Rec."No.")
{
ApplicationArea = RelationshipMgmt;
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnLookup(var Text: Text): Boolean
var
Campaign: Record Campaign;
SalesPurchPerson: Record "Salesperson/Purchaser";
Contact: Record Contact;
Team: Record Team;
begin
case TableOption of
TableOption::Salesperson:
begin
SalesPurchPerson.Get(Rec."No.");
PAGE.RunModal(0, SalesPurchPerson);
end;
TableOption::Team:
begin
Team.Get(Rec."No.");
PAGE.RunModal(0, Team);
end;
TableOption::Campaign:
begin
Campaign.Get(Rec."No.");
PAGE.RunModal(0, Campaign);
end;
TableOption::Contact:
begin
Contact.Get(Rec."No.");
PAGE.RunModal(0, Contact);
end;
end;
end;
}
field(Name; Rec.Name)
{
ApplicationArea = RelationshipMgmt;
Style = Strong;
StyleExpr = StyleIsStrong;
ToolTip = 'Specifies the name of the task.';
}
field(Field1; MATRIX_CellData[1])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[1];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(1);
end;
}
field(Field2; MATRIX_CellData[2])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[2];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(2);
end;
}
field(Field3; MATRIX_CellData[3])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[3];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(3);
end;
}
field(Field4; MATRIX_CellData[4])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[4];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(4);
end;
}
field(Field5; MATRIX_CellData[5])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[5];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(5);
end;
}
field(Field6; MATRIX_CellData[6])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[6];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(6);
end;
}
field(Field7; MATRIX_CellData[7])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[7];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(7);
end;
}
field(Field8; MATRIX_CellData[8])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[8];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(8);
end;
}
field(Field9; MATRIX_CellData[9])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[9];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(9);
end;
}
field(Field10; MATRIX_CellData[10])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[10];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(10);
end;
}
field(Field11; MATRIX_CellData[11])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[11];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(11);
end;
}
field(Field12; MATRIX_CellData[12])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[12];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(12);
end;
}
field(Field13; MATRIX_CellData[13])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[13];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(13);
end;
}
field(Field14; MATRIX_CellData[14])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[14];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(14);
end;
}
field(Field15; MATRIX_CellData[15])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[15];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(15);
end;
}
field(Field16; MATRIX_CellData[16])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[16];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(16);
end;
}
field(Field17; MATRIX_CellData[17])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[17];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(17);
end;
}
field(Field18; MATRIX_CellData[18])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[18];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(18);
end;
}
field(Field19; MATRIX_CellData[19])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[19];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(19);
end;
}
field(Field20; MATRIX_CellData[20])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[20];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(20);
end;
}
field(Field21; MATRIX_CellData[21])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[21];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(21);
end;
}
field(Field22; MATRIX_CellData[22])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[22];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(22);
end;
}
field(Field23; MATRIX_CellData[23])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[23];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(23);
end;
}
field(Field24; MATRIX_CellData[24])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[24];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(24);
end;
}
field(Field25; MATRIX_CellData[25])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[25];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(25);
end;
}
field(Field26; MATRIX_CellData[26])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[26];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(26);
end;
}
field(Field27; MATRIX_CellData[27])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[27];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(27);
end;
}
field(Field28; MATRIX_CellData[28])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[28];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(28);
end;
}
field(Field29; MATRIX_CellData[29])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[29];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(29);
end;
}
field(Field30; MATRIX_CellData[30])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[30];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(30);
end;
}
field(Field31; MATRIX_CellData[31])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[31];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(31);
end;
}
field(Field32; MATRIX_CellData[32])
{
ApplicationArea = RelationshipMgmt;
CaptionClass = '3,' + ColumnCaptions[32];
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnDrillDown()
begin
SetFilters();
MatrixOnDrillDown(32);
end;
}
}
}
}
actions
{
}
trigger OnAfterGetRecord()
var
MATRIX_CurrentColumnOrdinal: Integer;
begin
if (Rec.Type = Rec.Type::Person) and (TableOption = TableOption::Contact) then
NameIndent := 1
else
NameIndent := 0;
MATRIX_CurrentColumnOrdinal := 0;
while MATRIX_CurrentColumnOrdinal < MATRIX_NoOfMatrixColumns do begin
MATRIX_CurrentColumnOrdinal := MATRIX_CurrentColumnOrdinal + 1;
MATRIX_OnAfterGetRecord(MATRIX_CurrentColumnOrdinal);
end;
FormatLine();
end;
trigger OnFindRecord(Which: Text): Boolean
begin
exit(FindRec(TableOption, Rec, Which));
end;
trigger OnNextRecord(Steps: Integer): Integer
begin
exit(NextRec(TableOption, Rec, Steps));
end;
trigger OnOpenPage()
begin
MATRIX_NoOfMatrixColumns := ArrayLen(MATRIX_CellData);
if IncludeClosed then
Rec.SetRange("Task Closed Filter")
else
Rec.SetRange("Task Closed Filter", false);
if StatusFilter <> StatusFilter::" " then
Rec.SetRange("Task Status Filter", StatusFilter - 1)
else
Rec.SetRange("Task Status Filter");
if PriorityFilter <> PriorityFilter::" " then
Rec.SetRange("Priority Filter", PriorityFilter - 1)
else
Rec.SetRange("Priority Filter");
ValidateFilter();
ValidateTableOption();
end;
var
Task: Record "To-do";
MatrixRecords: array[32] of Record Date;
Salesperson: Record "Salesperson/Purchaser";
Cont: Record Contact;
Team: Record Team;
Campaign: Record Campaign;
OutputOption: Option "No. of Tasks","Contact No.";
TableOption: Option Salesperson,Team,Campaign,Contact;
StatusFilter: Option " ","Not Started","In Progress",Completed,Waiting,Postponed;
PriorityFilter: Option " ",Low,Normal,High;
IncludeClosed: Boolean;
StyleIsStrong: Boolean;
FilterSalesPerson: Code[250];
FilterTeam: Code[250];
FilterCampaign: Code[250];
FilterContact: Code[250];
#pragma warning disable AA0074
Text001: Label 'No. of Tasks,Contact No.';
#pragma warning restore AA0074
MATRIX_NoOfMatrixColumns: Integer;
MATRIX_CellData: array[32] of Text[1024];
ColumnCaptions: array[32] of Text[1024];
ColumnDateFilters: array[32] of Text[50];
NameIndent: Integer;
MultipleTxt: Label 'Multiple';
local procedure SetFilters()
begin
if StatusFilter <> StatusFilter::" " then begin
Rec.SetRange("Task Status Filter", StatusFilter - 1);
Task.SetRange(Status, StatusFilter - 1);
end else begin
Rec.SetRange("Task Status Filter");
Task.SetRange(Status);
end;
Task.SetFilter("System To-do Type", '%1|%2', Rec."System Task Type Filter"::Organizer,
Rec."System Task Type Filter"::"Salesperson Attendee");
if IncludeClosed then
Task.SetRange(Closed)
else
Task.SetRange(Closed, false);
if PriorityFilter <> PriorityFilter::" " then begin
Rec.SetRange("Priority Filter", PriorityFilter - 1);
Task.SetRange(Priority, PriorityFilter - 1);
end else begin
Rec.SetRange("Priority Filter");
Task.SetRange(Priority);
end;
case TableOption of
TableOption::Salesperson:
begin
Rec.SetRange("Salesperson Filter", Rec."No.");
Rec.SetFilter(
"System Task Type Filter", '%1|%2',
Rec."System Task Type Filter"::Organizer,
Rec."System Task Type Filter"::"Salesperson Attendee");
end;
TableOption::Team:
begin
Rec.SetRange("Team Filter", Rec."No.");
Rec.SetRange("System Task Type Filter", Rec."System Task Type Filter"::Team);
end;
TableOption::Campaign:
begin
Rec.SetRange("Campaign Filter", Rec."No.");
Rec.SetRange("System Task Type Filter", Rec."System Task Type Filter"::Organizer);
end;
TableOption::Contact:
if Rec.Type = Rec.Type::Company then begin
Rec.SetRange("Contact Filter");
Rec.SetRange("Contact Company Filter", Rec."Company No.");
Rec.SetRange(
"System Task Type Filter", Rec."System Task Type Filter"::"Contact Attendee");
end else begin
Rec.SetRange("Contact Filter", Rec."No.");
Rec.SetRange("Contact Company Filter");
Rec.SetRange(
"System Task Type Filter", Rec."System Task Type Filter"::"Contact Attendee");
end;
end;
OnAfterSetFilters(Rec, Task, TableOption);
end;
local procedure FindRec(TableOpt: Option Salesperson,Teams,Campaign,Contact; var RMMatrixMgt: Record "RM Matrix Management"; Which: Text[250]): Boolean
var
Found: Boolean;
begin
case TableOpt of
TableOpt::Salesperson:
begin
RMMatrixMgt."No." := CopyStr(RMMatrixMgt."No.", 1, MaxStrLen(Salesperson.Code));
Salesperson.Code := CopyStr(RMMatrixMgt."No.", 1, MaxStrLen(Salesperson.Code));
Found := Salesperson.Find(Which);
if Found then
CopySalesPersonToBuf(Salesperson, RMMatrixMgt);
end;
TableOpt::Teams:
begin
RMMatrixMgt."No." := CopyStr(RMMatrixMgt."No.", 1, MaxStrLen(Team.Code));
Team.Code := RMMatrixMgt."No.";
Found := Team.Find(Which);
if Found then
CopyTeamToBuf(Team, RMMatrixMgt);
end;
TableOpt::Campaign:
begin
Campaign."No." := RMMatrixMgt."No.";
Found := Campaign.Find(Which);
if Found then
CopyCampaignToBuf(Campaign, RMMatrixMgt);
end;
TableOpt::Contact:
begin
Cont."Company Name" := RMMatrixMgt."Company Name";
Cont.Type := RMMatrixMgt.Type;
Cont.Name := CopyStr(RMMatrixMgt.Name, 1, MaxStrLen(Cont.Name));
Cont."No." := RMMatrixMgt."No.";
Cont."Company No." := RMMatrixMgt."Company No.";
Found := Cont.Find(Which);
if Found then
CopyContactToBuf(Cont, RMMatrixMgt);
end;
end;
exit(Found);
end;
local procedure NextRec(TableOpt: Option Salesperson,Teams,Campaign,Contact; var RMMatrixMgt: Record "RM Matrix Management"; Steps: Integer): Integer
var
ResultSteps: Integer;
begin
case TableOpt of
TableOpt::Salesperson:
begin
RMMatrixMgt."No." := CopyStr(RMMatrixMgt."No.", 1, MaxStrLen(Salesperson.Code));
Salesperson.Code := CopyStr(RMMatrixMgt."No.", 1, MaxStrLen(Salesperson.Code));
ResultSteps := Salesperson.Next(Steps);
if ResultSteps <> 0 then
CopySalesPersonToBuf(Salesperson, RMMatrixMgt);
end;
TableOpt::Teams:
begin
RMMatrixMgt."No." := CopyStr(RMMatrixMgt."No.", 1, MaxStrLen(Team.Code));
Team.Code := RMMatrixMgt."No.";
ResultSteps := Team.Next(Steps);
if ResultSteps <> 0 then
CopyTeamToBuf(Team, RMMatrixMgt);
end;
TableOpt::Campaign:
begin
Campaign."No." := RMMatrixMgt."No.";
ResultSteps := Campaign.Next(Steps);
if ResultSteps <> 0 then
CopyCampaignToBuf(Campaign, RMMatrixMgt);
end;
TableOpt::Contact:
begin
Cont."Company Name" := RMMatrixMgt."Company Name";
Cont.Type := RMMatrixMgt.Type;
Cont.Name := CopyStr(RMMatrixMgt.Name, 1, MaxStrLen(Cont.Name));
Cont."No." := RMMatrixMgt."No.";
Cont."Company No." := RMMatrixMgt."Company No.";
ResultSteps := Cont.Next(Steps);
if ResultSteps <> 0 then
CopyContactToBuf(Cont, RMMatrixMgt);
end;
end;
exit(ResultSteps);
end;
local procedure CopySalesPersonToBuf(var Salesperson: Record "Salesperson/Purchaser"; var RMMatrixMgt: Record "RM Matrix Management")
begin
RMMatrixMgt.Init();
RMMatrixMgt."Company Name" := Salesperson.Code;
RMMatrixMgt.Type := RMMatrixMgt.Type::Person;
RMMatrixMgt.Name := Salesperson.Name;
RMMatrixMgt."No." := Salesperson.Code;
RMMatrixMgt."Company No." := '';
end;
local procedure CopyCampaignToBuf(var Campaign: Record Campaign; var RMMatrixMgt: Record "RM Matrix Management")
begin
RMMatrixMgt.Init();
RMMatrixMgt."Company Name" := Campaign."No.";
RMMatrixMgt.Type := RMMatrixMgt.Type::Person;
RMMatrixMgt.Name := CopyStr(Campaign.Description, 1, MaxStrLen(RMMatrixMgt.Name));
RMMatrixMgt."No." := Campaign."No.";
RMMatrixMgt."Company No." := '';
end;
local procedure CopyContactToBuf(var Cont: Record Contact; var RMMatrixMgt: Record "RM Matrix Management")
begin
RMMatrixMgt.Init();
RMMatrixMgt."Company Name" := CopyStr(Cont."Company Name", 1, MaxStrLen(RMMatrixMgt."Company Name"));
RMMatrixMgt.Type := Cont.Type;
RMMatrixMgt.Name := CopyStr(Cont.Name, 1, MaxStrLen(RMMatrixMgt.Name));
RMMatrixMgt."No." := Cont."No.";
RMMatrixMgt."Company No." := Cont."Company No.";
end;
local procedure CopyTeamToBuf(var TheTeam: Record Team; var RMMatrixMgt: Record "RM Matrix Management")
begin
RMMatrixMgt.Init();
RMMatrixMgt."Company Name" := TheTeam.Code;
RMMatrixMgt.Type := RMMatrixMgt.Type::Person;
RMMatrixMgt.Name := TheTeam.Name;
RMMatrixMgt."No." := TheTeam.Code;
RMMatrixMgt."Company No." := '';
end;
local procedure ValidateTableOption()
begin
Rec.SetRange("Contact Company Filter");
case TableOption of
TableOption::Salesperson:
begin
Rec.SetFilter("Team Filter", FilterTeam);
Rec.SetFilter("Campaign Filter", FilterCampaign);
Rec.SetFilter("Contact Filter", FilterContact);
ValidateFilter();
end;
TableOption::Team:
begin
Rec.SetFilter("Salesperson Filter", FilterSalesPerson);
Rec.SetFilter("Campaign Filter", FilterCampaign);
Rec.SetFilter("Contact Filter", FilterContact);
ValidateFilter();
end;
TableOption::Campaign:
begin
Rec.SetFilter("Salesperson Filter", FilterSalesPerson);
Rec.SetFilter("Team Filter", FilterTeam);
Rec.SetFilter("Contact Filter", FilterContact);
ValidateFilter();
end;
TableOption::Contact:
begin
Rec.SetFilter("Salesperson Filter", FilterSalesPerson);
Rec.SetFilter("Team Filter", FilterTeam);
Rec.SetFilter("Campaign Filter", FilterCampaign);
ValidateFilter();
end;
end;
end;
local procedure ValidateFilter()
begin
case TableOption of
TableOption::Salesperson:
UpdateSalesPersonFilter();
TableOption::Team:
UpdateTeamFilter();
TableOption::Campaign:
UpdateCampaignFilter();
TableOption::Contact:
UpdateContactFilter();
end;
CurrPage.Update(false);
end;
local procedure UpdateSalesPersonFilter()
begin
Salesperson.Reset();
Salesperson.SetFilter(Code, FilterSalesPerson);
Salesperson.SetFilter("Team Filter", FilterTeam);
Salesperson.SetFilter("Campaign Filter", FilterCampaign);
Salesperson.SetFilter("Contact Company Filter", FilterContact);
Salesperson.SetFilter("Task Status Filter", Rec.GetFilter("Task Status Filter"));
Salesperson.SetFilter("Closed Task Filter", Rec.GetFilter("Task Closed Filter"));
Salesperson.SetFilter("Priority Filter", Rec.GetFilter("Priority Filter"));
Salesperson.SetRange("Task Entry Exists", true);
end;
local procedure UpdateCampaignFilter()
begin
Campaign.Reset();
Campaign.SetFilter("No.", FilterCampaign);
Campaign.SetFilter("Salesperson Filter", FilterSalesPerson);
Campaign.SetFilter("Team Filter", FilterTeam);
Campaign.SetFilter("Contact Company Filter", FilterContact);
Campaign.SetFilter("Task Status Filter", Rec.GetFilter("Task Status Filter"));
Campaign.SetFilter("Task Closed Filter", Rec.GetFilter("Task Closed Filter"));
Campaign.SetFilter("Priority Filter", Rec.GetFilter("Priority Filter"));
Campaign.SetRange("Task Entry Exists", true);
end;
local procedure UpdateContactFilter()
begin
Cont.Reset();
Cont.SetCurrentKey("Company Name", "Company No.", Type, Name);
Cont.SetFilter("Company No.", FilterContact);
Cont.SetFilter("Campaign Filter", FilterCampaign);
Cont.SetFilter("Salesperson Filter", FilterSalesPerson);
Cont.SetFilter("Team Filter", FilterTeam);
Cont.SetFilter("Task Status Filter", Rec.GetFilter("Task Status Filter"));
Cont.SetFilter("Task Closed Filter", Rec.GetFilter("Task Closed Filter"));
Cont.SetFilter("Priority Filter", Rec.GetFilter("Priority Filter"));
Cont.SetRange("Task Entry Exists", true);
end;
local procedure UpdateTeamFilter()
begin
Team.Reset();
Team.SetFilter(Code, FilterTeam);
Team.SetFilter("Campaign Filter", FilterCampaign);
Team.SetFilter("Salesperson Filter", FilterSalesPerson);
Team.SetFilter("Contact Company Filter", FilterContact);
Team.SetFilter("Task Status Filter", Rec.GetFilter("Task Status Filter"));
Team.SetFilter("Task Closed Filter", Rec.GetFilter("Task Closed Filter"));
Team.SetFilter("Priority Filter", Rec.GetFilter("Priority Filter"));
Team.SetRange("Task Entry Exists", true);
end;
procedure Load(MatrixColumns1: array[32] of Text[1024]; var MatrixRecords1: array[32] of Record Date; TableOptionLocal: Option Salesperson,Team,Campaign,Contact; ColumnDateFilter: array[32] of Text[50]; OutputOptionLocal: Option "No. of Tasks","Contact No."; FilterSalesPersonLocal: Code[250]; FilterTeamLocal: Code[250]; FilterCampaignLocal: Code[250]; FilterContactLocal: Code[250]; StatusFilterLocal: Option " ","Not Started","In Progress",Completed,Waiting,Postponed; IncludeClosedLocal: Boolean; PriorityFilterLocal: Option " ",Low,Normal,High)
var
i: Integer;
begin
CopyArray(ColumnCaptions, MatrixColumns1, 1);
for i := 1 to 32 do
MatrixRecords[i].Copy(MatrixRecords1[i]);
TableOption := TableOptionLocal;
CopyArray(ColumnDateFilters, ColumnDateFilter, 1);
OutputOption := OutputOptionLocal;
FilterSalesPerson := FilterSalesPersonLocal;
FilterTeam := FilterTeamLocal;
FilterCampaign := FilterCampaignLocal;
FilterContact := FilterContactLocal;
StatusFilter := StatusFilterLocal;
IncludeClosed := IncludeClosedLocal;
PriorityFilter := PriorityFilterLocal;
SetFilters();
end;
local procedure MatrixOnDrillDown(ColumnID: Integer)
var
SkipRun: Boolean;
begin
Task.SetRange(Date, MatrixRecords[ColumnID]."Period Start", MatrixRecords[ColumnID]."Period End");
case TableOption of
TableOption::Salesperson:
Task.SetFilter("Salesperson Code", Rec."No.");
TableOption::Team:
Task.SetFilter("Team Code", Rec."No.");
TableOption::Campaign:
Task.SetFilter("Campaign No.", Rec."No.");
TableOption::Contact:
Task.SetFilter("Contact No.", Rec."No.");
end;
Task.SetFilter("Salesperson Code", Rec.GetFilter("Salesperson Filter"));
Task.SetFilter("Team Code", Rec.GetFilter("Team Filter"));
Task.SetFilter("Contact Company No.", Rec.GetFilter("Contact Company Filter"));
Task.SetFilter(Status, Rec.GetFilter("Task Status Filter"));
Task.SetFilter(Closed, Rec.GetFilter("Task Closed Filter"));
Task.SetFilter(Priority, Rec.GetFilter("Priority Filter"));
Task.SetFilter("System To-do Type", Rec.GetFilter("System Task Type Filter"));
SkipRun := false;
OnMatrixOnDrillDownOnBeforeRunTaskList(Rec, Task, SkipRun);
if not SkipRun then
PAGE.RunModal(PAGE::"Task List", Task);
end;
local procedure MATRIX_OnAfterGetRecord(Matrix_ColumnOrdinal: Integer)
begin
SetFilters();
Rec.SetRange("Date Filter", MatrixRecords[Matrix_ColumnOrdinal]."Period Start", MatrixRecords[Matrix_ColumnOrdinal]."Period End");
Rec.CalcFields("No. of Tasks");
if OutputOption <> OutputOption::"Contact No." then begin
if Rec."No. of Tasks" = 0 then
MATRIX_CellData[Matrix_ColumnOrdinal] := ''
else
MATRIX_CellData[Matrix_ColumnOrdinal] := Format(Rec."No. of Tasks");
end else begin
if Rec.GetFilter("Team Filter") <> '' then
Task.SetFilter("Team Code", Rec.GetFilter("Team Filter"));
if Rec.GetFilter("Salesperson Filter") <> '' then
Task.SetFilter("Salesperson Code", Rec.GetFilter("Salesperson Filter"));
if Rec.GetFilter("Campaign Filter") <> '' then
Task.SetFilter("Campaign No.", Rec.GetFilter("Campaign Filter"));
if Rec.GetFilter("Contact Filter") <> '' then
Task.SetFilter("Contact No.", Rec."Contact Filter");
if Rec.GetFilter("Date Filter") <> '' then
Task.SetFilter(Date, Rec.GetFilter("Date Filter"));
if Rec.GetFilter("Task Status Filter") <> '' then
Task.SetFilter(Status, Rec.GetFilter("Task Status Filter"));
if Rec.GetFilter("Priority Filter") <> '' then
Task.SetFilter(Priority, Rec.GetFilter("Priority Filter"));
if Rec.GetFilter("Task Closed Filter") <> '' then
Task.SetFilter(Closed, Rec.GetFilter("Task Closed Filter"));
if Rec.GetFilter("Contact Company Filter") <> '' then
Task.SetFilter("Contact Company No.", Rec.GetFilter("Contact Company Filter"));
if Rec."No. of Tasks" = 0 then
MATRIX_CellData[Matrix_ColumnOrdinal] := ''
else
if Rec."No. of Tasks" > 1 then
MATRIX_CellData[Matrix_ColumnOrdinal] := MultipleTxt
else begin
Task.FindFirst();
if Task."Contact No." <> '' then
MATRIX_CellData[Matrix_ColumnOrdinal] := Task."Contact No."
else
MATRIX_CellData[Matrix_ColumnOrdinal] := MultipleTxt
end;
end;
end;
local procedure FormatLine()
begin
StyleIsStrong := Rec.Type = Rec.Type::Company;
end;
[IntegrationEvent(true, false)]
local procedure OnAfterSetFilters(var RMMatrixManagement: Record "RM Matrix Management"; var Task: Record "To-do"; TableOption: Option Salesperson,Team,Campaign,Contact)
begin
end;
[IntegrationEvent(false, false)]
local procedure OnMatrixOnDrillDownOnBeforeRunTaskList(var RMMatrixManagement: Record "RM Matrix Management"; var Task: Record "To-do"; var SkipRun: Boolean)
begin
end;
}