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From BJ Freeman <bjf...@free-man.net>
Subject Re: SFA Manager Application - Events Tab
Date Tue, 03 Feb 2009 19:19:42 GMT
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since this is titled SFA Manager Application
I assumed you would create screens under that application.
Since you are using the SFA controller you can have any screen to to any
other screen, servlet, event.
if you feel it is something that would fit into the SVN feel free to
submit it
http://docs.ofbiz.org/display/OFBIZ/OFBiz+Beginner%27s+Development+Guide+Using+Practice+Application
is a good place to start.



Stephen Rufle sent the following on 2/3/2009 6:57 AM:
> I see "New Communication Work Purpose", but that link seems to go to
> "New Communication Content"
> https://demo.hotwaxmedia.com/partymgr/control/UpdateCommPurposes?communicationEventId=10001
> 
> 
> Thanks for the ArtifactInfo link, but the screen named
> UpdateCommPurposes in
> /ofbiz/applications/party/widget/partymgr/CommunicationScreens.xml line
> 457 I see that the target for the button is AddCommContent which seems
> wrong. I would create a AddCommPurposes screen if one does not already
> exist.
> 
> 
> BJ Freeman wrote:
>> Ofbiz is a starting point.
>> so anything is possible.
>> the screens are not meant to be intuitive but show how the entity engine
>> works
>>
>> it is up to the individual consultants, programmers to change it the way
>> they want it.
>>
>> you many want to create a new screen that is more intuitive for Sales
>> people.
>> You many want to change the wording displayed
>>
>> https://demo.hotwaxmedia.com/partymgr/control/EditCommunicationEvent?donePage=
>> would be where you start
>>
>> if you go to
>> https://demo.hotwaxmedia.com/webtools/control/ArtifactInfo
>> type in CommunicationEvent
>> you will get a list of related entities, services, ECA, forms, and
>> Screens, you can use for Ideas.
>>
>> The Data model resource books are also handy to understand how the basic
>>   entity structure was created.  The Second one deals more with
>> industries.
>>
>>
>> Stephen Rufle sent the following on 2/2/2009 8:16 PM:
>>> I see "New Communication Work Purpose", but that link seems to go to
>>> "New Communication Content"
>>>
>> https://demo.hotwaxmedia.com/partymgr/control/UpdateCommPurposes?communicationEventId=10001
>>
>>> What is the name of the request that should be used instead? I can fix
>>> that and then investigate using that method to add a purpose to my
>>> "Communication Event".
>>> How does CommunicationEventPrpTyp/CommunicationEventPurpose relate to
>>> "Reason Enum Id" on the "Communication Event"?
>>> "Reason Enum Id" initially seemed to be what I thought was going to end
>>> up being (Initial Call, Followup Call).
>>> I also see Start and Finish date/times as not fitting semantically into
>>> the concept of a sales person should be reminded to follow up at this
>>> Date and Time about the current Event. Would it be useful to add
>>> followUpDate to CommunicationEvent for that purpose?
>>> BJ Freeman wrote:
>> 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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