Transfer "subscribed" Values Marketing Lists Customer-Contact

Question

Hello all,i want to achieve, that the Marketinglists, a Customer has, are also subscribed in Contacts, that are created out of the Customer.Problem:For example we have the following Customer/business account, with the following Marketing-lists checked;When a contact is created out of the business account, no marketing list is checked/subscribed: The Customer whiches it to be like that automatically, when a contact is created out of an business Account, so that the contacts marketing lists always match with the ones of the customer.How could this be done? Thank you

Abhishek Niikam · Accepted Answer

Hello @FinnSystemAG, Oops! I’m busy at something.
I hope you doing well,
So here is simple guide to create & add code in project :

Click on ‘+’ icon & create a new Project (Name it & press Save)

Open Project (FinnTest) & select screen which (Contact)

Press Ok & then screen editor will Open.

Click on 3 dots & choose ‘Custiomze Business Logic’ Option

It will open code section with ContactMaint Graph

Add below code snippet in class :

protected void _(Events.RowPersisting<Contact> e)
{
    if (e.Row == null || e.Operation != PXDBOperation.Insert) return;

    var contact = e.Row;
    if (contact.ContactID == null || contact.BAccountID == null) return;

    var ba = PXSelect<
                BAccountR,
                Where<BAccountR.bAccountID, Equal<Required<BAccountR.bAccountID>>>>
             .Select(Base, contact.BAccountID)
             ?.TopFirst;

    int? defContactID = ba?.DefContactID;
    if (defContactID == null) return;

    PXCache subCache = Base.Caches<CRMarketingListMember>();

    foreach (CRMarketingListMember baSub in PXSelect<
                CRMarketingListMember,
                Where<CRMarketingListMember.contactID, Equal<Required<CRMarketingListMember.contactID>>,
                  And<CRMarketingListMember.isSubscribed, Equal<True>>>>
             .Select(Base, defContactID))
    {
        CRMarketingListMember existing = PXSelect<
            CRMarketingListMember,
            Where<CRMarketingListMember.contactID, Equal<Required<CRMarketingListMember.contactID>>,
              And<CRMarketingListMember.marketingListID, Equal<Required<CRMarketingListMember.marketingListID>>>>>
            .Select(Base, contact.ContactID, baSub.MarketingListID);

        if (existing != null) continue;

        var newSub = new CRMarketingListMember
        {
            ContactID = contact.ContactID,
            MarketingListID = baSub.MarketingListID,
            IsSubscribed = true
        };
        subCache.Insert(newSub);
    }
}

Press Save. and Publish Project.

I hope it helps!
Have a wonderful day.

Abhishek Niikam · Answer

Hello ​@FinnSystemAG, so you’ll need a customization. Here’s how you can approach it.Use the RowInserted event of the Contact DAC (table Contact) in a PXGraphExtension<ContactMaint> customization.This way, as soon as a contact is created, you can pull the Business Account’s marketing lists and copy them over.I hope this approach helps!

Transfer "subscribed" Values Marketing Lists Customer->Contact

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