Sale table

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Environment: cloud
• 2 minutes to read
 • 2 minutes to read

Sale fields. Key constants are in BulkUpdateSystem.SaleFieldValueKeys.

Note

This feature requires a Sales Essentials license. For details, see the list of user plans.

Sale

FieldValueKeys

OperationTypes

Expected Field Values

Affected Properties

Owner

SelectOne

Values Count = 1

Values[0] = (int) AssociateId

Associate

TypeAndStage

SelectOne

Values Count = 2

Values[0] = (int) SaleTypeId
Values[1] = (int) ProbabilityId

SaleType

Probability

Done

Check, Toggle

Values Count = 1

Check:
Values[0] = (int)
0 = Do Not Know
1 = No
2 = Yes

Toggle:
invert current value

Done

Date

Set, Clear

Values Count = 1

Values[0] = (Date)
Format: InvariantInfo

Clear: 1/1/0001 12:00:00 AM

Saledate

Heading

Set, Clear, SearchAndReplace, RegEx

Values Count = 0 to 7

Set: Values[0] = (string)

Clear:
Clears value

SearchAndReplace:
Values[1] = searchString
Values[2] = replaceString
Values[3] = options

RegEx:
Values[4] = expression
Values[5] = replace with
Values[6] = options

Heading

Description

SaleText

Number1

Number1

EarningAmount

Set

Values Count = 1

Values[0] = (double) earning

Earning
EarningPercent
Amount

EarningPercent

Set

Values Count = 1

Values[0] = (double) percent

EarningPercent
Earning

Amount

Set

Values Count = 1

Values[0] = (double) amount

Amount
Earning
EarningPercent

Probability 

Set

Values Count = 1

Values[0] = (short) probability

Probability

Source

SelectOne

Values Count = 1

Values[0] = (int) SourceId

Source

Competitor

SelectOne

Values Count = 1

Values[0] = (int) ComptrId

ComptrId

Credited

SelectOne

Values Count = 1

Values[0] = (int) CreditedId

Credited

Currency

SelectOne

Values Count = 1

Values[0] = (int) CurrencyId

Currency

VisibleFor

SelectOne

Values Count = 1

Values[0] = (int)
Int.MinValue = All
Neg: -10 = GroupId (10)
Pos: 10 = AssociateId (10)

VisibleFor

Activitylink

Add, Remove, ReplaceWith, Clear

Values are encoded as tableName=recordId values with an optional comment:

“appointment=78”
or
“appointment=78&comment=Some link comment”

Allowed table names:
(case-sensitive)
appointment, document, project, sale or URL

Add:
Creates and adds all values as RelationRows.

Remove:
Deletes all similar relations.

ReplaceWith:
Deletes all similar relations, then adds back new ones.

Clear:
Deletes all existing relations.

LinksHelper

Published

Check

Values Count = 1

Values[0] = (int) IsPublished
0 = Not published
1 = Published

PublishHelper

See User-Defined Fields.