Set defaults for UDF's overriding B1 settings for UDF

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Andersen-Zemp, Troels

• 14 de octubre de 2019 07:53

Hi, we have a customer who automatically wants to trigger generation of some pdf reports when an activity ("meeting") is added via CRM.
We want to use a Y/N UDF for this so they can also manually "trigger" an update, Coresuite Service will then handle the rest.
Default for the field in B1 is "N" because it relates only to activity type "meeting", can we set another default in CRM so that new activities from CRM always deliver an activity to B1 with "Y" in this field? We can of course handle this via a stored procedure, but it would be better to handle this is CRM or Coresuite Service.
Thanks in advance
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  Rasmus Jensen

  • 14 de octubre de 2019 13:03
  • Editado

  The default of the UDF is controlled on Metadata level, and this is also what CRMFO show default. 

  It is not possible to change the default to something else on the fly. So this would be a job for a stored procedure to do if you can identify which Activities come from CRMFO (we do not set any special flags but you can check that the datasource is from the DI-API)

  [Move to the Question and Answer Section as this is not a Development Request]

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