Using UpdateRecord in a table-level script
This example uses the UpdateRecord() function in a table-level script. The script sets all opportunities associated with a company to Stage Sale Closed, when the user changes the status to Archive.
- Go to <My Profile> | Administration | Customization | Company | TableScripts.
- Click New, and then create a new table-level script.
For more information about the options you need to complete, see Creating a script.
When creating your script, do the following:- From Script Type, select Table Level.
- In Table Script, within the function UpdateRecord section, enter the following script:
Copyfunction UpdateRecord()
{
// if company Status is changed to Archive then set all its companies
// Opportunities to be Sale Closed
if (Comp_Status == 'Archive')
{
// sql string that will do the update for this company
sql = "UPDATE Opportunity SET Oppo_Stage='Sale Closed'
WHERE Oppo_PrimaryCompanyId=";
sql+=CRM.GetContextInfo('Company','Comp_CompanyId');
UpdateQuery = CRM.CreateQueryObj(sql);
UpdateQuery.ExecSql();
}
} - Click Save.
Open a Company Summary, change the Status to Archive, and click the Opportunities tab.
The stage of every Opportunity related to the Company is set to Sale Closed.