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.

  1. Go to <My Profile> | Administration | Customization | Company | TableScripts.
  2. 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:
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    function 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();
        }
    }
  3. 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.