Using UpdateRecord in an entity-level script

This example uses the UpdateRecord function in an entity-level script. The script is triggered when Company is updated. When company type changes from Prospect to Customer, a record is created in an external table called Invoices on a third-party database called External.

The External database and the Invoices table are not supplied with the sample data in Sage CRM.

1. Create a new script. For instructions, see Creating a script.
   When creating your script, do the following:
   • From Script Type, select Entity Level.
   • In Table level script, within the function UpdateRecord section, enter the following script:

function UpdateRecord() 
{
	var sType = Comp_Type; 
	var sOldType = _HIDDENComp_Type; 
	if ((sType != null) && (sType.toLowerCase() == 'customer') && (sOldType != null) && (sOldType.toLowerCase() == 'prospect')) 
	{ 
	// company type changed from Prospect to Customer 
	// so create record in Invoices table
	// must work out what the next id is for the invoice table 
	sql = 'DECLARE @returnkey integer '+ 'SELECT @returnkey = 
	(select count(*) from Invoices) ';
	sql+= 'SELECT @returnkey as retkey'; 
	q = CRM.CreateQueryObj(sql,'external'); 
	q.SelectSql(); 
	NextInvoice = Number(q.FieldValue('retkey')) + 1; 
	NewInvoice = CRM.CreateRecord('Invoices'); 
	NewInvoice.InvoiceId = NextInvoice; 
	NewInvoice.customerid = CRM.GetContextInfo('Company',
	'Comp_CompanyId'); 
	NewInvoice.description='New Customer Invoice'; 
	now = new Date(); 
	NewInvoice.InvoiceDate = (now.getMonth()+1) + '/'+ now.getDate()
	+ '/'+ now.getYear(); 
	NewInvoice.VAT = Number('120.00'); 
	NewInvoice.Amount = Number('800.00'); 
	NewInvoice.Currency = 'EUR'; 
	NewInvoice.SaveChanges();
	}
}

1. Click Save.