Programmatically duplicating BCM's "Link to Record" function

  • Thread starter Thread starter AnneC
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A

AnneC

I want to replicate the function of the "link to record" button (to link to a

specific BCM project) and the "billable" BCM button for appointments as they

are created.

The best clue I've found is here

http://msdn.microsoft.com/en-us/library/bb267929.aspx, which implies I need

to create a journal item, then link that to the project, then link the

journal item to the appointment. Anyone know whether this is actually what

"Link to Record" does?

I have no idea how to set the billable property. Sounds like it should be

straightforward, but I can't find any documentation on where is it or what's

the format. Any thoughts?
 
On Aug 20, 11:27 am, AnneC <An...> wrote:
> I want to replicate the function of the "link to record" button (to link to a
> specific BCM project) and the "billable" BCM button for appointments as they
> are created.

> The best clue I've found is herehttp://msdn.microsoft.com/en-us/library/bb267929.aspx, which implies I need
> to create a journal item, then link that to the project, then link the
> journal item to the appointment. Anyone know whether this is actually what
> "Link to Record" does?

> I have no idea how to set the billable property. Sounds like it should be
> straightforward, but I can't find any documentation on where is it or what's
> the format. Any thoughts?

I would recommend looking at the BCM database schema as a starting

point. I suspect Billable is a property of activities. And that link

to record would a record in a relationship table, linking a record in

an activity table to a record in the ContactMainTable.
 
"Luther Blissett" wrote:


> On Aug 20, 11:27 am, AnneC <An...> wrote:
> > I want to replicate the function of the "link to record" button (to link to a
> > specific BCM project) and the "billable" BCM button for appointments as they
> > are created.
> > The best clue I've found is herehttp://msdn.microsoft.com/en-us/library/bb267929.aspx, which implies I need
> > to create a journal item, then link that to the project, then link the
> > journal item to the appointment. Anyone know whether this is actually what
> > "Link to Record" does?
> > I have no idea how to set the billable property. Sounds like it should be
> > straightforward, but I can't find any documentation on where is it or what's
> > the format. Any thoughts?

> I would recommend looking at the BCM database schema as a starting
> point. I suspect Billable is a property of activities. And that link
> to record would a record in a relationship table, linking a record in
> an activity table to a record in the ContactMainTable.
>

Anne, I guess you might have already solved this problem. If so, I would be

grateful if you could post your solution (the code) because I have the same

problem with 'link to record'. I'm trying to link an email to a business

project programmatically but none of my solutions works.
 
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