Project guides

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Version: 9
• 2 minutes to read
 • 2 minutes to read

Stages

NSSelectableMDOListItem[] GetStages()

NSListAgent listAgent;

NSProjectTypeEntity type = listAgent.GetProjectTypeEntity(2);

NSSelectableMDOListItem[] stages = type.GetStages();

foreach (NSSelectableMDOListItem s in stages) {
  printLine(s.GetId().toString() + " | " + s.GetName() + "\t Rank " + s.GetRank().toString());
}
Note

The ID and rank of a stage are not necessarily identical!

Bool GetIsAutoAdvance()

NSListAgent listAgent;

NSProjectTypeEntity type = listAgent.GetProjectTypeEntity(2);

printLine("This sale will auto advance: " + type.GetIsAutoAdvance().toString());

Suggested activities

List available suggestions

SearchEngine se;
se.addFields("SuggestedAppointment", "SuggestedAppointment_id,name,projectTypeStatusLinkId");
print(se.executeTextTable());

Create follow-up from suggestion

All you need is 3 IDs, and then calling CreateDefaultAppointmentEntityFromProjectSuggestion() will do the magic for you!

  • ID of the suggested follow-up (appointment)
  • ID of the project
  • ID of the owner (associate)
NSAppointmentAgent appointmentAgent;
NSAppointmentEntity newAppointment = appointmentAgent.CreateDefaultAppointmentEntityFromProjectSuggestion(3,4,false,5);
newAppointment = appointmentAgent.SaveAppointmentEntity(newAppointment);
Tip

You can also create documents from suggestions.

You can also create your own blueprints and load default values into them. This example creates a suggestion called Read project charter with a duration of 2 hours. It then links it to an NSProjectTypeStatusLink with ID 1.

NSAppointmentAgent appointmentAgent;
NSSuggestedAppointmentEntity myBlueprint = appointmentAgent.CreateDefaultSuggestedAppointmentEntity();

myBlueprint.SetName("Read project charter");

TimeSpan t;
t.set(0, 0, 2, 0, 0);
myBlueprint.SetDuration(t);

NSProjectTypeStatusLink link;
link.SetProjStatusId(1);
link.SetProjTypeId(1);
link.SetProjectTypeStatusLinkId(1);
myBlueprint.SetProjectTypeStatusLink(link);

myBlueprint = appointmentAgent.SaveSuggestedAppointmentEntity(myBlueprint);
Tip

If you re-run the query for SuggestedAppointment, you'll find the new blueprint and its ID in the result.

Reference

Field Description
ProjectTypeStatusLink_id ID
projType_id Link to type
projStatus_id Link to status
rank sort order

SuggestedAppointment

Field Description
SuggestedAppointment_id ID
name name of blueprint shown in guide
rank sort order
projectTypeStatusLinkId anchor for project guide items
task_id type of the suggested follow-up
daysFuture when the follow-up should be scheduled
duration in minutes
text The suggested text of the new follow-up

For a complete list of fields, see the database reference.

SuggestedDocument

Field Description
SuggestedDocument_id ID
name name of blueprint shown in guide
rank sort order
projectTypeStatusLinkId anchor for sale guide items
doctmpl_id type of the suggested document

For a complete list of fields, see the database reference.