/// <summary>
/// Handles the SelectedIndexChanged event of the ddlStages control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void ddlStages_SelectedIndexChanged(object sender, EventArgs e)
{
object manageStagesDialog = Page.Session["MANAGESTAGESACTIVE"];
if (manageStagesDialog != null)
{
return;
}
string stageId = ddlStages.SelectedItem.Value;
ISalesProcesses salesProcess = Helpers.GetSalesProcess(this.EntityContext.EntityID.ToString());
string result = salesProcess.CanMoveToStage(stageId);
if (result == string.Empty)
{
salesProcess.SetToCurrentStage(stageId);
salesProcess.Save();
}
else
{
if (DialogService != null)
{
DialogService.ShowMessage(result);
}
}
IPanelRefreshService refresher = PageWorkItem.Services.Get <IPanelRefreshService>();
refresher.RefreshAll();
}
/// <summary>
/// Handles the OnClick event of the cmdSetCurrent control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void cmdSetCurrent_OnClick(object sender, EventArgs e)
{
string currentContextValue = Request.Form[ResolveClientId(currentContext.ClientID)];
string[] args = currentContextValue.Split(new Char[] { ':' });
string spaid = args[0];
ISalesProcesses salesProcess = Sage.SalesLogix.SalesProcess.Helpers.GetSalesProcess(this.EntityContext.EntityID.ToString());
if (args[1] == "False")
{
string result = salesProcess.CanMoveToStage(spaid);
if (result == string.Empty)
{
salesProcess.SetToCurrentStage(spaid);
salesProcess.Save();
}
else
{
if (DialogService != null)
{
DialogService.ShowMessage(result);
}
return;
}
}
}
/// <summary>
/// Loads the sales process.
/// </summary>
/// <param name="opportunityId">The opportunity id.</param>
private void LoadSalesProcess(string opportunityId)
{
ISalesProcesses salesProcess = Helpers.GetSalesProcess(opportunityId);
_salesProcess = salesProcess;
if (salesProcess != null)
{
IList <ISalesProcessAudit> list = salesProcess.GetSalesProcessAudits();
LoadStagesDropDown(list);
SalesProcessGrid.DataSource = list;
SalesProcessGrid.DataBind();
SetDDLSalesProcess(salesProcess.Name);
txtNumOfStepsCompleted.Value = Convert.ToString(salesProcess.NumberOfStepsCompleted());
txtCurrentSalesProcessName.Value = salesProcess.Name;
txtCurrentSalesProcessId.Value = salesProcess.Id.ToString();
}
else
{
LoadStagesDropDown(null);
List <ISalesProcessAudit> list = new List <ISalesProcessAudit>();
SalesProcessGrid.DataSource = list;
SalesProcessGrid.DataBind();
IUserOptionsService userOption = ApplicationContext.Current.Services.Get <IUserOptionsService>();
string defSalesProcess = userOption.GetCommonOption("cboSalesProcess", "OpportunityDefaults");
if (string.IsNullOrEmpty(defSalesProcess))
{
defSalesProcess = "NONE";
}
SetDDLSalesProcess(defSalesProcess);
txtNumOfStepsCompleted.Value = "0";
txtCurrentSalesProcessName.Value = String.Empty;
txtCurrentSalesProcessId.Value = String.Empty;
}
}
/// <summary>
/// Handles the OnClick event of the cmdCompleteStage control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void cmdCompleteStage_OnClick(object sender, EventArgs e)
{
string[] args = stageContext.Value.Split(':');
string spaid = args[0];
ISalesProcesses salesProcess = Helpers.GetSalesProcess(EntityContext.EntityID.ToString());
if (args[1] == "False")
{
string result = salesProcess.CanCompleteStage(spaid);
if (result == string.Empty)
{
salesProcess.CompleteStage(spaid, DateTime.Now);
salesProcess.Save();
}
else
{
if (DialogService != null)
{
DialogService.ShowMessage(result);
}
}
}
else
{
salesProcess.UnCompleteStage(spaid);
salesProcess.Save();
}
}
/// <summary>
/// Handles the OnClick event of the cmdCompleteDate control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void cmdCompleteDate_OnClick(object sender, EventArgs e)
{
string contextValue = completeDateContext.Value;
string[] args = contextValue.Split(new Char[] { ':' });
string spaid = args[0];
DateTime completeDate = ResolveDateTime(args[1]);
ISalesProcesses salesProcess = Helpers.GetSalesProcess(this.EntityContext.EntityID.ToString());
string result = salesProcess.CanCompleteStep(spaid);
if (result == string.Empty)
{
salesProcess.CompleteStep(spaid, completeDate);
salesProcess.Save();
}
else
{
if (DialogService != null)
{
DialogService.ShowMessage(result);
}
return;
}
IPanelRefreshService refresher = PageWorkItem.Services.Get <IPanelRefreshService>();
refresher.RefreshAll();
}
/// <summary>
/// Loads the sales process.
/// </summary>
/// <param name="opportunityId">The opportunity id.</param>
private void LoadSalesProcess(string opportunityId)
{
IOpportunity opp = EntityFactory.GetRepository <IOpportunity>().FindFirstByProperty("Id", opportunityId);
if (opp != null)
{
txtOpportunity.Text = opp.Description;
}
ISalesProcesses salesProcess = Sage.SalesLogix.SalesProcess.Helpers.GetSalesProcess(opportunityId);
_salesProcess = salesProcess;
if (salesProcess != null)
{
txtSalesProcess.Text = salesProcess.Name;
LoadSnapShot(salesProcess);
IList <ISalesProcessAudit> list = salesProcess.GetSalesProcessAudits();
grdStages.DataSource = list;
grdStages.DataBind();
}
else
{
List <ISalesProcessAudit> list = new List <ISalesProcessAudit>();
grdStages.DataSource = list;
grdStages.DataBind();
}
}
/// <summary>
/// Handles the OnClick event of the cmdStartDate control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void cmdStartDate_OnClick(object sender, EventArgs e)
{
string[] args = startDateContext.Value.Split(':');
string spaid = args[0];
DateTime startDate = ResolveDateTime(args[1]);
ISalesProcesses salesProcess = Helpers.GetSalesProcess(EntityContext.EntityID.ToString());
salesProcess.StartStage(spaid, startDate);
salesProcess.Save();
}
/// <summary>
/// Handles the SelectedIndexChanged event of the ddLSalesProcess control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void ddLSalesProcess_SelectedIndexChanged(object sender, EventArgs e)
{
string opportunityId = this.EntityContext.EntityID.ToString();
string pluginID = ddLSalesProcess.SelectedItem.Value;
ISalesProcesses salesProcess = EntityFactory.Create <ISalesProcesses>();
salesProcess.InitSalesProcess(pluginID, opportunityId);
IPanelRefreshService refresher = PageWorkItem.Services.Get <IPanelRefreshService>();
refresher.RefreshAll();
}
/// <summary>
/// Handles the OnClick event of the cmdStartDate control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void cmdStartDate_OnClick(object sender, EventArgs e)
{
string contextValue = Request.Form[ResolveClientId(startDateContext.ClientID)];
string[] args = contextValue.Split(new Char[] { ':' });
string spaid = args[0];
DateTime startDate = ResolveDateTime(args[1]);
ISalesProcesses salesProcess = Sage.SalesLogix.SalesProcess.Helpers.GetSalesProcess(this.EntityContext.EntityID.ToString());
salesProcess.StartStage(spaid, startDate);
salesProcess.Save();
}
/// <summary>
/// Loads the snap shot.
/// </summary>
/// <param name="salesProcess">The sales process.</param>
private void LoadSnapShot(ISalesProcesses salesProcess)
{
foreach (ISalesProcessAudit spAudit in salesProcess.SalesProcessAudits)
{
if (spAudit.ProcessType == "STAGE")
{
if (spAudit.IsCurrent == true)
{
SetSnapShot(spAudit);
}
}
}
}
/// <summary>
/// Handles the OnClick event of the cmdCompleteStep control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void cmdCompleteStep_OnClick(object sender, EventArgs e)
{
string stepContextValue = stepContext.Value;
string[] args = stepContextValue.Split(new Char[] { ':' });
string spaid = args[0];
ISalesProcesses salesProcess = Helpers.GetSalesProcess(this.EntityContext.EntityID.ToString());
if (args[1] == "False")
{
string result = salesProcess.CanCompleteStep(spaid);
if (result == string.Empty)
{
salesProcess.CompleteStep(spaid, DateTime.Now);
salesProcess.Save();
}
else
{
if (DialogService != null)
{
DialogService.ShowMessage(result);
}
return;
}
}
else
{
salesProcess.UnCompleteStep(spaid);
salesProcess.Save();
}
if (ddlStages.SelectedItem != null)
{
if (ddlStages.SelectedItem.Value != salesProcess.CurrentStageId)
{
ddlStages.SelectedIndex = ddlStages.Items.IndexOf(ddlStages.Items.FindByValue(salesProcess.CurrentStageId));
}
}
IPanelRefreshService refresher = PageWorkItem.Services.Get <IPanelRefreshService>();
refresher.RefreshAll();
this.UpdateSnapShot();
}
private void UpdateSnapShot()
{
ISalesProcesses salesProcess = Helpers.GetSalesProcess(this.EntityContext.EntityID.ToString());
this._salesProcess = salesProcess;
if (salesProcess != null)
{
IList <ISalesProcessAudit> list = salesProcess.GetSalesProcessAudits();
foreach (ISalesProcessAudit spAudit in list)
{
if (spAudit.ProcessType == "STAGE")
{
if (spAudit.IsCurrent == true)
{
LoadSnapShot(spAudit);
}
}
}
}
}
/// <summary>
/// Handles the SelectedIndexChanged event of the ddLSalesProcess control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void ddLSalesProcess_SelectedIndexChanged(object sender, EventArgs e)
{
string opportunityId = this.EntityContext.EntityID.ToString();
string pluginID = ddLSalesProcess.SelectedItem.Value;
ISalesProcesses salesProcess = EntityFactory.Create <ISalesProcesses>();
salesProcess.InitSalesProcess(pluginID, opportunityId);
IPanelRefreshService refresher = PageWorkItem.Services.Get <IPanelRefreshService>();
this.UpdateSnapShot();
if (_salesProcess != null)
{
IList <ISalesProcessAudit> list = _salesProcess.GetSalesProcessAudits();
LoadStagesDropDown(list);
}
else
{
LoadStagesDropDown(null);
}
refresher.RefreshAll();
}
/// <summary>
/// Handles the OnClick event of the cmdCompleteDate control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void cmdCompleteDate_OnClick(object sender, EventArgs e)
{
string[] args = completeDateContext.Value.Split(new Char[] { ':' });
string spaid = args[0];
DateTime completeDate = ResolveDateTime(args[1]);
ISalesProcesses salesProcess = Sage.SalesLogix.SalesProcess.Helpers.GetSalesProcess(EntityContext.EntityID.ToString());
string result = salesProcess.CanCompleteStage(spaid);
if (result == string.Empty)
{
salesProcess.CompleteStage(spaid, completeDate);
salesProcess.Save();
}
else
{
if (DialogService != null)
{
DialogService.ShowMessage(result);
}
}
}
public static OpportunityRepresentation from(IOpportunity opp)
{
OpportunityRepresentation or = new OpportunityRepresentation();
or.ID = opp.Id.ToString();
or.Description = opp.Description;
or.EstimatedClose = opp.EstimatedClose ?? DateTime.Now;
or.Potential = opp.SalesPotential ?? 0;
or.Probability = opp.CloseProbability ?? 0;
or.Stage = opp.Stage;
or.NextStep = opp.NextStep;
or.DaysSinceLastActivity = opp.DaysSinceLastActivity;
IActivity act = getNextActivity(opp.Id.ToString());
if (act != null)
{
or.NextActivityId = act.Id.ToString();
or.NextActivityName = String.Format("{0} <{1}>", (act.Description ?? ""), act.StartDate.ToShortDateString());
}
ISalesProcesses sp = Sage.SalesLogix.SalesProcess.Helpers.GetSalesProcess(opp.Id.ToString());
if (sp != null)
{
IList <ISalesProcessAudit> list = sp.GetSalesProcessAudits();
foreach (ISalesProcessAudit spa in list)
{
if ((spa.ProcessType == "STAGE") && (spa.IsCurrent != null) && ((bool)spa.IsCurrent))
{
or.DaysInStage = sp.DaysInStage(spa.StageId);
//break;
}
if ((spa.ProcessType == "STEP") && (spa.IsCurrent != null) && ((bool)spa.IsCurrent))
{
or.NextStep = spa.StepName;
}
}
}
return(or);
}
/// <summary>
/// Handles the OnClick event of the cmdSetCurrent control.
/// </summary>
/// <param name="sender">The source of the event.</param>
/// <param name="e">The <see cref="System.EventArgs"/> instance containing the event data.</param>
protected void cmdSetCurrent_OnClick(object sender, EventArgs e)
{
string[] args = currentContext.Value.Split(':');
string spaid = args[0];
ISalesProcesses salesProcess = Helpers.GetSalesProcess(EntityContext.EntityID.ToString());
if (args[1] == "False")
{
string result = salesProcess.CanMoveToStage(spaid);
if (result == string.Empty)
{
salesProcess.SetToCurrentStage(spaid);
salesProcess.Save();
}
else
{
if (DialogService != null)
{
DialogService.ShowMessage(result);
}
}
}
}
/// <summary>
/// Loads the sales process.
/// </summary>
/// <param name="opportunityId">The opportunity id.</param>
private void LoadSalesProcess(string opportunityId)
{
IOpportunity opp = EntityFactory.GetById <IOpportunity>(opportunityId);
if (opp != null)
{
txtOpportunity.Text = opp.Description;
}
ISalesProcesses salesProcess = Helpers.GetSalesProcess(opportunityId);
_salesProcess = salesProcess;
if (salesProcess != null)
{
txtSalesProcess.Text = salesProcess.Name;
LoadSnapShot(salesProcess);
IList <ISalesProcessAudit> list = salesProcess.GetSalesProcessAudits();
var filteredList = new List <ISalesProcessAudit>();
foreach (var spAudit in list)
{
if (!(spAudit.ProcessType == "HEADER" ||
spAudit.ProcessType == "FOOTER" ||
spAudit.ProcessType == "STEP"))
{
filteredList.Add(spAudit);
}
}
grdStages.DataSource = filteredList;
grdStages.DataBind();
}
else
{
List <ISalesProcessAudit> list = new List <ISalesProcessAudit>();
grdStages.DataSource = list;
grdStages.DataBind();
}
}
/// <summary>
/// Does the action.
/// </summary>
/// <param name="spaId">The spa id.</param>
private void DoAction(string spaId)
{
string result = string.Empty;
ISalesProcessAudit spAudit = Helpers.GetSalesProcessAudit(spaId);
this._opportunity = GetOpportunity(spAudit.EntityId);
this._salesProcess = Helpers.GetSalesProcess(spAudit.EntityId);
if (spAudit == null)
{
return;
}
try
{
result = _salesProcess.CanCompleteStep(spaId);
if (result == string.Empty)
{
string actionType = spAudit.ActionType;
switch (actionType.ToUpper())
{
case "NONE":
break;
case "MAILMERGE":
result = DoMailMerge(spAudit);
break;
case "SCRIPT":
result = DoWebAction(spAudit);
break;
case "FORM":
result = DoWebForm(spAudit);
break;
case "PHONECALL":
result = DoActivity(spAudit);
break;
case "TODO":
result = DoActivity(spAudit);
break;
case "MEETING":
result = DoActivity(spAudit);
break;
case "LITREQUEST":
result = DoLitRequest(spAudit);
break;
case "CONTACTPROCESS":
result = DoContactProcess(spAudit);
break;
case "ACTIVITYNOTEPAD":
result = GetLocalResourceObject("ActvityNotePadNotSupported").ToString(); //"Activity Note Pad not in availble in Web.";
break;
default:
break;
}
}
}
catch (Exception ex)
{
if (ErrorHelper.CanShowExceptionMessage(ex))
{
result = ex.Message;
}
else
{
log.Error(
string.Format("The call to SmartParts_OpportunitySalesProcess_SalesProcess.DoAction('{0}') failed",
spAudit), ex);
result = Resources.SalesLogix.WereSorryMsg;
}
}
if (DialogService != null)
{
if (!string.IsNullOrEmpty(result))
{
// MSG_ProcessActionResult: For step |B|{0}|/B| : + NewLine + {1}
string msg =
HttpUtility.HtmlEncode(string.Format(GetLocalResourceObject("MSG_ProcessActionResult").ToString(),
spAudit.StepName, result)).Replace("|B|", "<b>").Replace(
"|/B|", "</b>").Replace(Environment.NewLine, "<br />");
DialogService.ShowHtmlMessage(msg);
}
}
}
/// <summary>
/// Loads the sales process.
/// </summary>
/// <param name="opportunityId">The opportunity id.</param>
private void LoadSalesProcess(string opportunityId)
{
IOpportunity opp = EntityFactory.GetRepository<IOpportunity>().FindFirstByProperty("Id", opportunityId);
if( opp != null)
{
txtOpportunity.Text = opp.Description;
}
ISalesProcesses salesProcess = Sage.SalesLogix.SalesProcess.Helpers.GetSalesProcess(opportunityId);
_salesProcess = salesProcess;
if (salesProcess != null)
{
txtSalesProcess.Text = salesProcess.Name;
LoadSnapShot(salesProcess);
IList<ISalesProcessAudit> list = salesProcess.GetSalesProcessAudits();
grdStages.DataSource = list;
grdStages.DataBind();
}
else
{
List<ISalesProcessAudit> list = new List<ISalesProcessAudit>();
grdStages.DataSource = list;
grdStages.DataBind();
}
}
/// <summary>
/// Does the action.
/// </summary>
/// <param name="spaId">The spa id.</param>
private void DoAction(string spaId)
{
string result = string.Empty;
ISalesProcessAudit spAudit = Helpers.GetSalesProcessAudit(spaId);
this._opportunity = GetOpportunity(spAudit.EntityId);
this._salesProcess = Helpers.GetSalesProcess(spAudit.EntityId);
if (spAudit == null)
return;
try
{
result = _salesProcess.CanCompleteStep(spaId);
if (result == string.Empty)
{
string actionType = spAudit.ActionType;
switch (actionType.ToUpper())
{
case "NONE":
break;
case "MAILMERGE":
result = DoMailMerge(spAudit);
break;
case "SCRIPT":
result = DoWebAction(spAudit);
break;
case "FORM":
result = DoWebForm(spAudit);
break;
case "PHONECALL":
result = DoActivity(spAudit);
break;
case "TODO":
result = DoActivity(spAudit);
break;
case "MEETING":
result = DoActivity(spAudit);
break;
case "LITREQUEST":
result = DoLitRequest(spAudit);
break;
case "CONTACTPROCESS":
result = DoContactProcess(spAudit);
break;
case "ACTIVITYNOTEPAD":
result = GetLocalResourceObject("ActvityNotePadNotSupported").ToString(); //"Activity Note Pad not in availble in Web.";
break;
default:
break;
}
}
}
catch (Exception ex)
{
result = ex.Message;
}
if (DialogService != null)
{
if (!string.IsNullOrEmpty(result))
{
string msg = string.Format(GetLocalResourceObject("MSG_ProcessActionResult").ToString(), spAudit.StepName, result);
DialogService.ShowMessage(msg);
}
}
}
/// <summary>
/// Loads the snap shot.
/// </summary>
/// <param name="salesProcess">The sales process.</param>
private void LoadSnapShot(ISalesProcesses salesProcess)
{
foreach (ISalesProcessAudit spAudit in salesProcess.SalesProcessAudits)
{
if (spAudit.ProcessType == "STAGE")
{
if (spAudit.IsCurrent == true)
{
SetSnapShot(spAudit);
}
}
}
}
private void UpdateSnapShot()
{
ISalesProcesses salesProcess = Helpers.GetSalesProcess(this.EntityContext.EntityID.ToString());
this._salesProcess = salesProcess;
IList<ISalesProcessAudit> list = salesProcess.GetSalesProcessAudits();
foreach (ISalesProcessAudit spAudit in list)
{
if (spAudit.ProcessType == "STAGE")
{
if (spAudit.IsCurrent == true)
{
LoadSnapShot(spAudit);
}
}
}
}
/// <summary>
/// Does the action.
/// </summary>
/// <param name="spaId">The spa id.</param>
private void DoAction(string spaId)
{
string result = string.Empty;
ISalesProcessAudit spAudit = Helpers.GetSalesProcessAudit(spaId);
this._opportunity = GetOpportunity(spAudit.EntityId);
this._salesProcess = Helpers.GetSalesProcess(spAudit.EntityId);
if (spAudit == null)
return;
try
{
result = _salesProcess.CanCompleteStep(spaId);
if (result == string.Empty)
{
string actionType = spAudit.ActionType;
switch (actionType.ToUpper())
{
case "NONE":
break;
case "MAILMERGE":
result = DoMailMerge(spAudit);
break;
case "SCRIPT":
result = DoWebAction(spAudit);
break;
case "FORM":
result = DoWebForm(spAudit);
break;
case "PHONECALL":
result = DoActivity(spAudit);
break;
case "TODO":
result = DoActivity(spAudit);
break;
case "MEETING":
result = DoActivity(spAudit);
break;
case "LITREQUEST":
result = DoLitRequest(spAudit);
break;
case "CONTACTPROCESS":
result = DoContactProcess(spAudit);
break;
case "ACTIVITYNOTEPAD":
result = GetLocalResourceObject("ActvityNotePadNotSupported").ToString(); //"Activity Note Pad not in availble in Web.";
break;
default:
break;
}
}
}
catch (Exception ex)
{
if (ErrorHelper.CanShowExceptionMessage(ex))
{
result = ex.Message;
}
else
{
log.Error(
string.Format("The call to SmartParts_OpportunitySalesProcess_SalesProcess.DoAction('{0}') failed",
spAudit), ex);
result = Resources.SalesLogix.WereSorryMsg;
}
}
if (DialogService != null)
{
if (!string.IsNullOrEmpty(result))
{
// MSG_ProcessActionResult: For step |B|{0}|/B| : + NewLine + {1}
string msg =
HttpUtility.HtmlEncode(string.Format(GetLocalResourceObject("MSG_ProcessActionResult").ToString(),
spAudit.StepName, result)).Replace("|B|", "<b>").Replace(
"|/B|", "</b>").Replace(Environment.NewLine, "<br />");
DialogService.ShowHtmlMessage(msg);
}
}
}
/// <summary>
/// Loads the sales process.
/// </summary>
/// <param name="opportunityId">The opportunity id.</param>
private void LoadSalesProcess(string opportunityId)
{
ISalesProcesses salesProcess = Helpers.GetSalesProcess(opportunityId);
_salesProcess = salesProcess;
if (salesProcess != null)
{
IList<ISalesProcessAudit> list = salesProcess.GetSalesProcessAudits();
LoadStagesDropDown(list);
SalesProcessGrid.DataSource = list;
SalesProcessGrid.DataBind();
SetDDLSalesProcess(salesProcess.Name);
txtNumOfStepsCompleted.Value = Convert.ToString(salesProcess.NumberOfStepsCompleted());
txtCurrentSalesProcessName.Value = salesProcess.Name;
txtCurrentSalesProcessId.Value = salesProcess.Id.ToString();
}
else
{
LoadStagesDropDown(null);
List<ISalesProcessAudit> list = new List<ISalesProcessAudit>();
SalesProcessGrid.DataSource = list;
SalesProcessGrid.DataBind();
IUserOptionsService userOption = ApplicationContext.Current.Services.Get<IUserOptionsService>();
string defSalesProcess = userOption.GetCommonOption("cboSalesProcess", "OpportunityDefaults");
if (string.IsNullOrEmpty(defSalesProcess))
defSalesProcess = "NONE";
SetDDLSalesProcess(defSalesProcess);
txtNumOfStepsCompleted.Value = "0";
txtCurrentSalesProcessName.Value = String.Empty;
txtCurrentSalesProcessId.Value = String.Empty;
}
}
/// <summary>
/// Does the action.
/// </summary>
/// <param name="spaId">The spa id.</param>
private void DoAction(string spaId)
{
string result = string.Empty;
ISalesProcessAudit spAudit = Helpers.GetSalesProcessAudit(spaId);
this._opportunity = GetOpportunity(spAudit.EntityId);
this._salesProcess = Helpers.GetSalesProcess(spAudit.EntityId);
if (spAudit == null)
{
return;
}
try
{
result = _salesProcess.CanCompleteStep(spaId);
if (result == string.Empty)
{
string actionType = spAudit.ActionType;
switch (actionType.ToUpper())
{
case "NONE":
break;
case "MAILMERGE":
result = DoMailMerge(spAudit);
break;
case "SCRIPT":
result = DoWebAction(spAudit);
break;
case "FORM":
result = DoWebForm(spAudit);
break;
case "PHONECALL":
result = DoActivity(spAudit);
break;
case "TODO":
result = DoActivity(spAudit);
break;
case "MEETING":
result = DoActivity(spAudit);
break;
case "LITREQUEST":
result = DoLitRequest(spAudit);
break;
case "CONTACTPROCESS":
result = DoContactProcess(spAudit);
break;
case "ACTIVITYNOTEPAD":
result = GetLocalResourceObject("ActvityNotePadNotSupported").ToString(); //"Activity Note Pad not in availble in Web.";
break;
default:
break;
}
}
}
catch (Exception ex)
{
result = ex.Message;
}
if (DialogService != null)
{
if (!string.IsNullOrEmpty(result))
{
string msg = string.Format(GetLocalResourceObject("MSG_ProcessActionResult").ToString(), spAudit.StepName, result);
DialogService.ShowMessage(msg);
}
}
}
