Hi,
Adding an NSDocument to a Project as an Activity.
Having created an NSdocument in CRM SCcript from a template and setting the project, Associate etc. I would like to attach this to a projectunder project activities. I believe (but would like to be advised otherwise) that thios is not currently possible. I see there is both an NSSaleActivity and NSContactActivity which I believe can acheive this for these entities. Is there any plan to add an NSProjectActivity where this could work for Project or is there any other current why to acheive this.
Thanks in advance,
Olan
All Replies (2)
I may be completely wrong about NSSaleActivity and NSContactActivity :-)
Hi Olan!
I think someone will come with a bit more detailed info to help you further.
But maybe I can give you some direction forward.
I have not done this with script in the way you are doing it, but it can be done with SoProtocol so think there should be a solution for this in script also.
Example:
soprotocol:document.main[new=true]?document_id=0&documenttemplate_id=1&useprojectcurrent=true
If I use this then will open the New document window and fill in the current project.
I think you will need to keep in mind that a document is also linked to an activity
When looking at the database structure, you should be able to to set the project Id in for the corsponding activity for that document.
document table | SuperOffice Docs
appointment table | SuperOffice Docs
Lets hope we get some more answers to this forum post, that will give you more help solving this.