Creating a sequence of activities

Customer requirement:

There are some approval activities in opportunity as Gate 0 Approval, Gate 1 Approval, Gate 2 Approval, Gate 3 Approval, Users will be allowed to create each approval only after the previous approval activity status is "Approved" except Gate 0 Approval.

Solution:

This I have achieved basically through scripting. First we have to create four different activity types for the above requirement. I have created below four activity types under Administration- Data -- List of Values (Lov Type - TODO_TYPE)

1. ESGB Gate 0
2. ESGB Gate 1
3. ESGB Gate 2
4. ESGB Gate 3

Then we can write validation under BusComp_PreSetFieldValue of 'Action' BC to validate the previous activity status, when the user select the activity type. 

Here as we have to validate three activities, I have written a general function and then associated the function at BusComp_PreSetFieldValue .

Please be reminded that, the Action BC should be a child of Opportunity BC while we do this validation.

Function ESGBApprovalSeq(fVal)

{

var optyId ="";

//Verify whether the Parent is Opportunity

if (this.ParentBusComp() != null)

{

if (this.ParentBusComp().Name() == "Opportunity")

{

//Get the Opportunity ID related to the activity.

var Optybc = this.ParentBusComp();

optyId = Optybc.GetFieldValue("Id");

}

}

//Search in Action BC for activities which is having the opportunity ID, 

//Activity type defined by function variable and activity status as approved

var boBusObj = TheApplication().GetBusObject("Opportunity");

var bcAct = boBusObj.GetBusComp("Action");

with (bcAct)

{

ClearToQuery();

SetViewMode(AllView);  

ActivateField("Status");

SetSearchSpec("Opportunity Id", optyId);

SetSearchSpec("Type", fVal);

SetSearchSpec("Status", "Approved");

ExecuteQuery(ForwardOnly)

//If No such record throw error;

if(FirstRecord()== false)

{

this.UndoRecord()

TheApplication().RaiseErrorText("Previous Gate Approval not yet completed!");

}

}

}

In BusComp_PreSetFieldValue , write below;

function BusComp_PreSetFieldValue (FieldName, FieldValue)

{

if(FieldName == "Type")

{

if (FieldValue == "ESGB Gate 1")

ESGBApprovalSeq("ESGB Gate 0")

else if (FieldValue == "ESGB Gate 2")

ESGBApprovalSeq("ESGB Gate 1")

else if (FieldValue == "ESGB Gate 3")

ESGBApprovalSeq("ESGB Gate 2")

}

}

This will validate whether the defined activity status is "Approved"

Hope this helps...⏩

Sequence Number Field in parent BC

Customer requirement as below;

On updating sales stage of Opportunity to a particular stage (Eg: “Governance Approval”), There will be a custom field as ESGB reference number, which will be generated sequentially in a defined format (Eg: ESGB000300001)

Solution:

I have used the vanilla BC sequence generation to accomplish the requirement together with some scripting to generate the format

It is also possible to create a DB sequence and associate the sequence to the field.(Which is not discussed here)

So in our way, first we create the sequence field as below;

• Add a Field in the Opportunity BC
• Name: esgb_seq
• Type : DTYPE_NUMBER
• Column : X_ESGB_SEQ (Pls add a new column or associate existing column which is not used)
• Add a Business Component User property to Opportunity  BC
• Name: Sequence Field
• Value : esgb_seq
• Create a new Business Component
• Name: Opportunity.esgb_seq (Sequence)
• Class : CSSSequence
• Sort Spec: Sequence (DESCENDING)
• Table: S_OPTY
• Add a field in BC created above step
• Name : Sequence
• Column : X_ESGB_SEQ
• Add the Business Object Component under Business Object Opportunity
• Bus Comp : Opportunity.esgb_seq (Sequence)

Now a sequence number should be generated starting from 1 for each new opportunity created.

You can expose the esgb_seq field in UI for verification. But later you should remove it from UI

Then define a method to populate this sequence(Formatted according to requirement) to a different field when a button is clicked.

function BusComp_PreInvokeMethod (MethodName)

{

if (MethodName=="ESGBRef")

{

var rowSeq=this.GetFieldValue("esgb_seq");

var strEsgbSeq="" ;

var strLength = 9 - rowSeq.length;

if (strLength == 1)

strEsgbSeq = "ESGB" +  "0" + rowSeq;

else if (strLength == 2)

strEsgbSeq = "ESGB" +  "00" + rowSeq;

else if (strLength == 3)

strEsgbSeq = "ESGB" +  "000" + rowSeq;

else

strEsgbSeq = "ESGB" + rowSeq;

this.SetFieldValue("ESGB_Number", strEsgbSeq);

this.WriteRecord();

}

}

Here I have used the starting value of the sequence as 300001 to fulfill the formatting

Hope this helps...⏩