Project guides

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());
}

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);

Create a suggestion and link it to a stage

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);

Reference

ProjectTypeStatusLink

SuggestedAppointment

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

SuggestedDocument

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