If ACU processes an inbound email it can associate it with a contact. However, the activity is not visible in the opportunity activity for that contact. From the opportunity you can see the Lead’s activities, but not the contacts.
How would you associate inbound emails with an opportunity?
Or how would you include/merge the primary contacts activities in the opportunity’s activity list?
Best answer by Leif
This worked for me. It just merges in the activities for the current contact.
public class OpportunityMaint_ActivityDetailsGPExt : PXGraphExtension<OpportunityMaint_ActivityDetailsExt, OpportunityMaint>
{
[PXOverride]
public Type GetLinkConditionClause()
{
//var op = this.Base.Opportunity.Current;
//var c = this.Base.Contacts.Current;
return typeof(Where<BqlChainableConditionBase<TypeArrayOf<IBqlBinary>.
FilledWith<
And<Compare<CRPMTimeActivity.refNoteID, In<P.AsGuid>>>>
>.Or<
Brackets<
BqlChainableConditionBase<TypeArrayOf<IBqlBinary>.
FilledWith<And<Compare<Current<CROpportunityClass.showContactActivities>, Equal<True>>>>
>.
And<BqlOperand<CRPMTimeActivity.refNoteID, IBqlGuid>.IsEqual<BqlField<CROpportunity.leadID, IBqlGuid>.FromCurrent>>>
>.
Or<BqlOperand<CRPMTimeActivity.refNoteID, IBqlGuid>.IsEqual<BqlField<Contact.noteID, IBqlGuid>.FromCurrent>>
>);
}
}
This worked for me. It just merges in the activities for the current contact.
public class OpportunityMaint_ActivityDetailsGPExt : PXGraphExtension<OpportunityMaint_ActivityDetailsExt, OpportunityMaint>
{
[PXOverride]
public Type GetLinkConditionClause()
{
//var op = this.Base.Opportunity.Current;
//var c = this.Base.Contacts.Current;
return typeof(Where<BqlChainableConditionBase<TypeArrayOf<IBqlBinary>.
FilledWith<
And<Compare<CRPMTimeActivity.refNoteID, In<P.AsGuid>>>>
>.Or<
Brackets<
BqlChainableConditionBase<TypeArrayOf<IBqlBinary>.
FilledWith<And<Compare<Current<CROpportunityClass.showContactActivities>, Equal<True>>>>
>.
And<BqlOperand<CRPMTimeActivity.refNoteID, IBqlGuid>.IsEqual<BqlField<CROpportunity.leadID, IBqlGuid>.FromCurrent>>>
>.
Or<BqlOperand<CRPMTimeActivity.refNoteID, IBqlGuid>.IsEqual<BqlField<Contact.noteID, IBqlGuid>.FromCurrent>>
>);
}
}
Thank you for sharing your solution with the community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.