✨ Community just got smarter! Our all-new AI search is live! ask anything in the search bar, get instant answers.

Technisch Latest content Contact forms Forums Blogs Resources

SOProtocol Refresh not refreshing archive grid on a sale

lock
push_pin
done
Beantwoord
3
5

Hi,

After creating a document via a CRM script, on a sale I am trying to refresh the Archive grid to show the newly created document, but I cannot seem to get it to refresh, meaning the user has to manually refresh the grid.

I have tried:

ev.setNavigateTo("soprotocol:main[refresh=true]");
 
Plus various varieties of this, flush/reload etc. but cannot get the Archive grid to refresh.  Is there a different soprotocol method I can use to refresh this.
 
Many thanks,
 
Trevor

Trevor Sharp
16 jun 2026 | 01:24 p.m.

Alles Antwoorden (5)

Hi Trevor,

The term "main" is not a known soprotocol target.

Best regards.

Tony Yates
17 jun 2026 | 08:18 a.m.

Hi Tony,

Thanks for this, I have often used "soprotocol:main[refresh=true]" as it seems to refresh the entity that you have open (the top half at least), without redirecting you to another entity.

But I have now tried this SOProtocol command below, and it kind of works.

sale[refresh=true].main.saleactivityarchive (I think it is correct, I got the format from this page).
 
When I run this script now (from the Sale Task menu), if I am already on the Activites tab of the sale, then it now does correctly refresh and I can see the newly added document, however if I am on another tab, I.E. Quote or Stakeholder, it takes me to the Activities tab, but does not refresh it.  I still have to manually refresh, to see the new document.
 
Is my above SOProtocol statement now correct, or am I missing something that would explain why it does not refresh when run, whist on a different sale tab?
 
Many thanks,
 
Trevor
Trevor Sharp
17 jun 2026 | 11:06 a.m.

Hi Trevor!

If you just want to refresh the archive, "soprotocol:saleactivityarchive[refresh=true]" should be enough.

 

Best regards!

Tony Yates
17 jun 2026 | 12:48 p.m.

Do note that there currently is no way to refresh the tab if it is not active. The SOProtocol provided above by Tony will work if the activity archive is active, if it is not active it, will switch to it, but not reload the content.Simarily, you can't mark a not-active tab as dirty/needing a refresh, without forcing it to be active.

David Hollegien
17 jun 2026 | 04:12 p.m.

Thanks Tony/David for your clarifications on this, really helpful 🙂

Trevor Sharp
18 jun 2026 | 12:46 p.m.

Reply toevoegen