What is the best way to show a complete list of companies from the primary company association panel when in Contact edit mode without having to enter search criteria?
There is a "select company from selector" script on the portal for companies. Can this be modified to show all companies?
Here's the screen I'm working with:
New Company Association Search List
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Posts: 72
Joined: Mon Feb 04, 2013 11:54 am |
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I can't tell from your screen shot, where is this layout? Can you send another screen shot that shows the entire layout?
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Posts: 72
Joined: Mon Feb 04, 2013 11:54 am |
Sorry, here's better pic. When editing a contact's info and selecting either the primary company or additional company I would like to have a list of companies auto-display on the selection layout instead of having to search initially.
I am trying to backtrack the code but can't quite figure out the best way to approach this without messing up the search filter. I hope this makes sense. Thanks - Ken |
Hi Ken,
The easiest thing to do would be to pass a "*" (asterisk) as the current value parameter. This will do a wildcard search and return find everybody. The find that's done in the control file is set to only return a 100 results, so if you want more returned by default, you'll need to change the limit variable in the control file. Let us know if that helps! -Jason |
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Posts: 72
Joined: Mon Feb 04, 2013 11:54 am |
Not sure why but using the wildcard in the "Add Company Associate" did not work. Using debug I found that the script used was "Add Secondary Associate" but adding the wildcard there didn't work either.
Using debug I found that script "Go to company" was called and following your example I added the wildcard as shown below and it worked. This helps a lot as my beta test user always complains of not knowing what to do and kept asking for a way to just show the list of companies (clinics in this case). Thanks so much for your help with this Jeff. Ken |
Hi Ken,
Thanks so much! I'm not sure why passing the "*" as a parameter didn't work as opposed to setting it as a literal, but I'll add this as a bug to run through. We should probably make this a setting somewhere, as it's probably behavior that others would want, and does make the action more explicit. The downside, of course, being that if you've got a million contacts, you could potentially have a big slowdown when doing the initial search, and I wanted to error on the side of performance Cheers!! |
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Posts: 72
Joined: Mon Feb 04, 2013 11:54 am |
Thanks Jeff.
I can fully appreciate putting performance first. In our case "companies" has been changed to clinics. There will only be a handful of clinics so performance is not an issue. Thanks for your prompt reply. This solution is so well tuned and complex I find myself a bit lost and have to rely on you guys for tweaks. Fortunately I have just about tweaked all of the big stuff. The small stuff I can figure out on my own. I will hit you up for one more item that I have been wrestling with for quite a while but can't figure out. It has to do with the "Toggle associations..." and "Toggle recent..." scripts. I will write it up in another post to get your feedback on a possible solution. As always. Thanks a bunch! Ken |
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