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From BJ Freeman <bjf...@free-man.net>
Subject Re: SFA Manager Application - Events Tab
Date Tue, 03 Feb 2009 00:47:36 GMT
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https://demo.hotwaxmedia.com/webtools/control/FindGeneric?entityName=CommunicationEventPrpTyp&find=true&VIEW_SIZE=50&VIEW_INDEX=0
has a supportcall
you can add
SalesCall
FollowupSales


BJ Freeman sent the following on 2/2/2009 4:21 PM:
> before you go to far down this path.
> communications events is also phone calls
> you should investigate all the communication event entities
> https://demo.hotwaxmedia.com/webtools/control/ViewRelations?entityName=CommunicationEvent
> like role, purpose, contentAssoc
> 
> 
> 
> Stephen Rufle sent the following on 2/2/2009 2:21 PM:
>> After closer examination CommunicationEvent looks like it was designed
>> more to be a series of e-mail's then phone calls. Perhaps this was
>> easiest for the initial requirements.
> 
>> Without any relationship to CommunicationEvent I see SfaEvent having
>> more columns to capture needed information.
> 
>>     <entity entity-name="SfaEvent"
>> package-name="org.ofbiz.party.communication" title="Sfa Communication
>> Event Entity">
>>         <field name="sfaEventId" type="id-ne"></field>
>>         <field name="partyIdFrom" type="id"></field> <!-- Logged in
>> user, maybe we could allow choosing? -->
>>         <field name="partyIdToAccount" type="id"></field>
>>         <field name="partyIdToContact" type="id"></field>
>>         <field name="entryDate" type="date-time"></field>
>>         <field name="statusId" type="id"></field>
>>         <field name="followUpDate" type="date-time"></field>
>>         <prim-key field="sfaEventId"/>
>>     </entity>
> 
>> I would also like to ask are there any standard "Sales Force Automation"
>> schemas. The pdf mentions SugarCRM and I have heard www.salesforce.com
>> as the other major example when I was doing my initial research. While I
>> was writing this email I looked at "The Data Model Resource Book" and
>> see CommunicationEvent. Am I just not seeing how to use
>> CommunicationEvent properly all by itself?
> 
> 
>> Stephen Rufle wrote:
>>> I created a patch that starts on the work that I think is needed for my
>>> request. The reason I am not creating a JIRA issue is that I think my
>>> code might be a little rough and would like to know what modification my
>>> be needed.
>>>
>>> I started by stubbing out the "Events" link that was previously not live.
>>> https://localhost:8443/sfa/control/FindEvents
>>>
>>> I tried to use https://localhost:8443/sfa/control/FindContacts as my
>>> guide for how things are getting done.
>>>
>>> When I started this endeavor I thought I could use a combination of
>>> CommunicationEvent and Soem other existing Entity. I was unable to find
>>> one that I thought was suitable, so I think creating a new SfaEvent
>>> entity will give me what I want.
>>>
>>> /applications/party/entitydef/entitymodel.xml
>>>     <entity entity-name="SfaEvent"
>>> package-name="org.ofbiz.party.communication" title="Sfa Communication
>>> Event Entity">
>>>         <field name="sfaEventId" type="id-ne"></field>
>>>         <field name="communicationEventId" type="id"></field>
>>>         <field name="statusId" type="id"></field>
>>>         <field name="followUpDate" type="date-time"></field>
>>>         <prim-key field="sfaEventId"/>
>>>           <relation type="one" fk-name="COM_SFA_CMEV"
>>> rel-entity-name="CommunicationEvent">
>>>             <key-map field-name="communicationEventId"/>
>>>           </relation>       
>>>     </entity>
>>>
>>> I can associate a CommunicationEvent to a SfaEvent which should allow
>>> for holding the extended information (currently followUpDate and a
>>> separate status). My reason for not just adding a columns to the current
>>> CommunicationEvent is that I wanted an independent workflow . The
>>> workflow  seems to be dictated by StatusItem and StatusValidChange and I
>>> see that CommunicationEvent already has a series of status values
>>> (statusTypeId=COM_EVENT_STATUS).
>>>
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