Create invitation

• 10 minutes to read
 • 10 minutes to read

Inviting a co-worker, an external person to a meeting in a meeting room.

Here we create four appointment records, one for the inviter, one for the co-worker, one for the external person, and one for the resource.

Note

The external person (Frantz) and the meeting room (ResourceItem 1) have both automatically accepted the invitation - since they don't have a SuperOffice login.

The co-worker (Ingrid Istad) will get an invitation dialog next time she logs in - and she can then accept the invitation.

In this example the following associate_ids are useful to know:

associate_id associate type person_id contact_id name
7 0 15 2 Frode Freestad
10 0 18 2 Ingrid Istad
41 1 0 0 Resource item 1
- - 42 13 Frantz Feinschmecker

The next sections detail what happens when the SAVE button is clicked.

Create invitation appointment for Ingrid Istad

  • The appointment points to the master appointment using the mother_id field.
  • The invitedPersonId field is set to the associate's person_id.
INSERT INTO CRM."appointment" ("appointment_id", "contact_id", "person_id", "**associate_id**", "group_idx", "registered", "registered_associate_id", "done", "do_by", "leadtime", "task_idx", "priority_idx", "type", "status", "private", "alarm", "text_id", "project_id", "**mother_id**", "document_id", "color_index", "opportunity_id", "**invitedPersonId**", "activeDate", "endDate", "lagTime", "source", "userdef_id", "userdef2_id", "updated", "updated_associate_id", "updatedCount", "activeLinks", "recurrenceRuleId", "location", "alldayEvent", "freeBusy", "rejectCounter", "emailId", "rejectReason", "hasAlarm", "assignedBy") VALUES (740, 13, 42, **10**, 5, 1164896595, 7, 0, 1164888900, 0, 8, 0, 6, 5, 0, 0, 389, 0, **739**, 0, 0, 0, **18**, 1164888900, 1164894300, 0, 0, 0, 0, 0, 0, 0, 0, 0, '', 0, 0, 0, 0, '', 0, 0)

INSERT INTO CRM."traveltransactionlog" ("traveltransactionlog_id", "ttime", "prev_record_id", "type", "associate_id", "tablenumber", "record_id") VALUES (110444, 1164900195, 0, 4352, 7, 9, 740)

INSERT INTO CRM."visiblefor" ("VisibleFor_id", "tableId", "recordId", "forAll", "forGroupId", "forAssocId", "encryptedCheck", "registered", "registered_associate_id", "updated", "updated_associate_id", "updatedCount") VALUES (915, 9, 740, 1, 0, 0, 'TU6UOTaVZLKiFhgQyTEIuYatA57qbFEo', 1164896595, 7, 0, 0, 0)

INSERT INTO CRM."traveltransactionlog" ("traveltransactionlog_id", "ttime", "prev_record_id", "type", "associate_id", "tablenumber", "record_id") VALUES (110445, 1164900195, 0, 4352, 7, 196, 915)

Create invitation appointment for Frantz Feinsmecher

  • associate_id = 0 since Frantz is not a user, but invited_person_id = Frantz
INSERT INTO CRM."appointment" ("appointment_id", "contact_id", "person_id", "**associate_id**", "group_idx", "registered", "registered_associate_id", "done", "do_by", "leadtime", "task_idx", "priority_idx", "type", "status", "private", "alarm", "text_id", "project_id", "**mother_id**", "document_id", "color_index", "opportunity_id", "**invitedPersonId**", "activeDate", "endDate", "lagTime", "source", "userdef_id", "userdef2_id", "updated", "updated_associate_id", "updatedCount", "activeLinks", "recurrenceRuleId", "location", "alldayEvent", "freeBusy", "rejectCounter", "emailId", "rejectReason", "hasAlarm", "assignedBy") VALUES (741, 13, 42, **0**, 0, 1164896595, 7, 0, 1164888900, 0, 8, 0, 1, 1, 0, 0, 389, 0, **739**, 0, 0, 0, **42**, 1164888900, 1164894300, 0, 0, 0, 0, 0, 0, 0, 0, 0, '', 0, 0, 0, 0, '', 0, 0)

INSERT INTO CRM."traveltransactionlog" ("traveltransactionlog_id", "ttime", "prev_record_id", "type", "associate_id", "tablenumber", "record_id") VALUES (110446, 1164900195, 0, 4352, 7, 9, 741)

INSERT INTO CRM."visiblefor" ("VisibleFor_id", "tableId", "recordId", "forAll", "forGroupId", "forAssocId", "encryptedCheck", "registered", "registered_associate_id", "updated", "updated_associate_id", "updatedCount") VALUES (916, 9, 741, 1, 0, 0, 'xt5SMR9bL92iFhgQyTEIuYatA57qbFEo', 1164896595, 7, 0, 0, 0)

INSERT INTO CRM."traveltransactionlog" ("traveltransactionlog_id", "ttime", "prev_record_id", "type", "associate_id", "tablenumber", "record_id") VALUES (110447, 1164900195, 0, 4352, 7, 196, 916)

Create invitation appointment for resource item 1

  • The resource is an associate with no person, so here the associate_id = 41, but the invitedPerson_id = 0
INSERT INTO CRM."appointment" ("appointment_id", "contact_id", "person_id", "**associate_id**", "group_idx", "registered", "registered_associate_id", "done", "do_by", "leadtime", "task_idx", "priority_idx", "type", "status", "private", "alarm", "text_id", "project_id", "**mother_id**", "document_id", "color_index", "opportunity_id", "**invitedPersonId**", "activeDate", "endDate", "lagTime", "source", "userdef_id", "userdef2_id", "updated", "updated_associate_id", "updatedCount", "activeLinks", "recurrenceRuleId", "location", "alldayEvent", "freeBusy", "rejectCounter", "emailId", "rejectReason", "hasAlarm", "assignedBy") VALUES (742, 13, 42, **41**, 4, 1164896595, 7, 0, 1164888900, 0, 8, 0, 1, 1, 0, 0, 389, 0, **739**, 0, 0, 0, **0**, 1164888900, 1164894300, 0, 0, 0, 0, 0, 0, 0, 0, 0, '', 0, 0, 0, 0, '', 0, 0)

INSERT INTO CRM."traveltransactionlog" ("traveltransactionlog_id", "ttime", "prev_record_id", "type", "associate_id", "tablenumber", "record_id") VALUES (110448, 1164900195, 0, 4352, 7, 9, 742)

INSERT INTO CRM."visiblefor" ("VisibleFor_id", "tableId", "recordId", "forAll", "forGroupId", "forAssocId", "encryptedCheck", "registered", "registered_associate_id", "updated", "updated_associate_id", "updatedCount") VALUES (917, 9, 742, 1, 0, 0, '0/BOOig87Y+iFhgQyTEIuYatA57qbFEo', 1164896595, 7, 0, 0, 0)

INSERT INTO CRM."traveltransactionlog" ("traveltransactionlog_id", "ttime", "prev_record_id", "type", "associate_id", "tablenumber", "record_id") VALUES (110449, 1164900195, 0, 4352, 7, 196, 917)

Create master appointment for Frode Freestad

  • The master appointment is recognizable by the appointment_id = mother_id
INSERT INTO CRM."appointment" ("appointment_id", "contact_id", "person_id", "associate_id", "group_idx", "registered", "registered_associate_id", "done", "do_by", "leadtime", "task_idx", "priority_idx", "type", "status", "private", "alarm", "text_id", "project_id", "mother_id", "document_id", "color_index", "opportunity_id", "invitedPersonId", "activeDate", "endDate", "lagTime", "source", "userdef_id", "userdef2_id", "updated", "updated_associate_id", "updatedCount", "activeLinks", "recurrenceRuleId", "location", "alldayEvent", "freeBusy", "rejectCounter", "emailId", "rejectReason", "hasAlarm", "assignedBy") VALUES (739, 13, 42, 7, 4, 1164896595, 7, 0, 1164888900, 0, 8, 0, 1, 1, 0, 0, 389, 0, 739, 0, 0, 0, 15, 1164888900, 1164894300, 0, 0, 0, 0, 0, 0, 0, 0, 0, '', 0, 0, 0, 0, '', 0, 0)

INSERT INTO CRM."traveltransactionlog" ("traveltransactionlog_id", "ttime", "prev_record_id", "type", "associate_id", "tablenumber", "record_id") VALUES (110450, 1164900195, 0, 4352, 7, 9, 739)

INSERT INTO CRM."visiblefor" ("VisibleFor_id", "tableId", "recordId", "forAll", "forGroupId", "forAssocId", "encryptedCheck", "registered", "registered_associate_id", "updated", "updated_associate_id", "updatedCount") VALUES (918, 9, 739, 1, 0, 0, 'BDTWlNDVe6qiFhgQyTEIuYatA57qbFEo', 1164896596, 7, 0, 0, 0)

INSERT INTO CRM."traveltransactionlog" ("traveltransactionlog_id", "ttime", "prev_record_id", "type", "associate_id", "tablenumber", "record_id") VALUES (110452, 1164900196, 0, 4352, 7, 196, 918)
Note

The same text record is shared between all the appointments.

INSERT INTO CRM."text" ("text_id", "type", "owner_id", "registered", "registered_associate_id", "updated", "updated_associate_id", "updatedCount", "text", "lcid", "seqno") VALUES (389, 4, 739, 1164896596, 7, 0, 0, 0, 'Lunch meeting', 1044, 0)

INSERT INTO CRM."traveltransactionlog" ("traveltransactionlog_id", "ttime", "prev_record_id", "type", "associate_id", "tablenumber", "record_id") VALUES (110451, 1164900196, 0, 4352, 7, 18, 389)

Now we add the words in the text record to the freetext index:

DELETE FROM CRM."freetextindex" WHERE "table_id" = 18 AND "record_id" = 389

INSERT INTO CRM."freetextwords" ("freetextwords_id", "word") VALUES (2086811941, 'LUNCH')

INSERT INTO CRM."freetextwords" ("freetextwords_id", "word") VALUES (535965901, 'MEETING')

INSERT INTO CRM."freetextindex" ("freetextindex_id", "freetextwords_id", "table_id", "record_id", "ownertable_id", "ownerrecord_id", "infile") VALUES (790392919, 2086811941, 18, 389, 9, 739, 0)

INSERT INTO CRM."freetextindex" ("freetextindex_id", "freetextwords_id", "table_id", "record_id", "ownertable_id", "ownerrecord_id", "infile") VALUES (1431706010, 535965901, 18, 389, 9, 739, 0)

Update SAINT counters for "Fritz & Frantz Import"

UPDATE CRM."countervalue" SET "CounterValue_id" = 16402, "contact_id" = 13, "person_id" = 0, "project_id" = 0, "extra1_id" = 0, "extra2_id" = 0, "record_type" = 1, "direction" = 3, "intent_id" = 0, "sale_status" = 0, "amountClassId" = 0, "totalReg" = 1, "totalRegInPeriod" = 1, "notCompleted" = 1, "notCompletedInPeriod" = 1, "lastRegistered" = 1164888900, "lastCompleted" = 0, "lastDoBy" = 1164888900, "extra1_count" = 0, "extra2_count" = 0, "extra3_count" = 0, "extra4_count" = 0, "registered" = 0, "registered_associate_id" = 0, "updated" = 1164896596, "updated_associate_id" = 7, "updatedCount" = 0 WHERE "CounterValue_id" = 16402

UPDATE CRM."countervalue" SET "CounterValue_id" = 16406, "contact_id" = 13, "person_id" = 0, "project_id" = 0, "extra1_id" = 0, "extra2_id" = 0, "record_type" = 1, "direction" = 3, "intent_id" = 5, "sale_status" = 0, "amountClassId" = 0, "totalReg" = 1, "totalRegInPeriod" = 1, "notCompleted" = 1, "notCompletedInPeriod" = 1, "lastRegistered" = 1164888900, "lastCompleted" = 0, "lastDoBy" = 1164888900, "extra1_count" = 0, "extra2_count" = 0, "extra3_count" = 0, "extra4_count" = 0, "registered" = 0, "registered_associate_id" = 0, "updated" = 1164896596, "updated_associate_id" = 7, "updatedCount" = 0 WHERE "CounterValue_id" = 16406

UPDATE CRM."countervalue" SET "CounterValue_id" = 16591, "contact_id" = 13, "person_id" = 0, "project_id" = 0, "extra1_id" = 0, "extra2_id" = 0, "record_type" = 10, "direction" = 3, "intent_id" = 0, "sale_status" = 0, "amountClassId" = 0, "totalReg" = 1, "totalRegInPeriod" = 1, "notCompleted" = 1, "notCompletedInPeriod" = 1, "lastRegistered" = 1164888900, "lastCompleted" = 0, "lastDoBy" = 1164888900, "extra1_count" = 0, "extra2_count" = 0, "extra3_count" = 0, "extra4_count" = 0, "registered" = 0, "registered_associate_id" = 0, "updated" = 1164896596, "updated_associate_id" = 7, "updatedCount" = 0 WHERE "CounterValue_id" = 16591

UPDATE CRM."countervalue" SET "CounterValue_id" = 16595, "contact_id" = 13, "person_id" = 0, "project_id" = 0, "extra1_id" = 0, "extra2_id" = 0, "record_type" = 10, "direction" = 3, "intent_id" = 5, "sale_status" = 0, "amountClassId" = 0, "totalReg" = 1, "totalRegInPeriod" = 1, "notCompleted" = 1, "notCompletedInPeriod" = 1, "lastRegistered" = 1164888900, "lastCompleted" = 0, "lastDoBy" = 1164888900, "extra1_count" = 0, "extra2_count" = 0, "extra3_count" = 0, "extra4_count" = 0, "registered" = 0, "registered_associate_id" = 0, "updated" = 1164896596, "updated_associate_id" = 7, "updatedCount" = 0 WHERE "CounterValue_id" = 16595

See also