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jburns12
Help with auto call logger
I created this script to auto log calls based on the current disposition field...it also handles creation of follow up tasks. Basically elminates the need for the standars call log process. I have it working on the Account SO but cannot get it working on the leads SO.... not sure what the deal is. Here is a copy of the script for the leads object:
{!requireScript("/soap/ajax/13.0/connection.js")} try { var account = new sforce.SObject("Lead"); var task = new sforce.SObject("Task"); var followUp = new sforce.SObject("Task"); account.id = "{!Account.Id}"; account.IsDirty__c = true; // set task ‘assigned to’ field to the current user task.OwnerId = "{!Lead.OwnerId}"; task.Subject = "{!Lead.Current_Disposition__c}"; task.WhatId = "{!Lead.Id}"; task.Description = "{!Lead.Notes__c}"; // set status to closed task.Priority = "Normal"; task.Status = "Completed"; // if follow up required, then create the follow up task if ({!Lead.Follow_Up_Required__c}) { followUp.OwnerId = "{!Lead.OwnerId}"; followUp.Subject = "{!Lead.Current_Disposition__c}"; followUp.WhatId = "{!Lead.Id}"; followUp.Description = "{!Lead.Notes__c}"; // set status to closed followUp.Priority = "Normal"; followUp.Status = "Not Started"; followUp.IsReminderSet = true; followUp.ActivityDate = Date.valueOf({!Lead.Follow_Up_Date__c}); } var result = sforce.connection.update([lead]); var resultT = sforce.connection.create([task]); var resultF = resultT; if (followUp != null) { resultF = sforce.connection.create([followUp]); } if (result[0].getBoolean("success") && resultT[0].getBoolean("success") && resultF[0].getBoolean("success")) { {!Lead.IsDirty__c} = false; {!Lead.Follow_Up_Required__c} = false; {!Lead.Follow_Up_Date__c} = null; {!Lead.Current_Disposition__c} = null; {!Lead.Notes__c} = null; result = sforce.connection.update([lead]); if (result[0].getBoolean("success")) { window.location.reload(); } } else { alert("Error!"); } }// End try block catch(err) { alert("Error creating task: " + err.toString()); }
I am receiving a "missing ) after arguments list" error, not sure why...code is identical except for field names and variables.
Here is copy of working code on account object:
{!requireScript("/soap/ajax/13.0/connection.js")} try { var account = new sforce.SObject("Account"); var task = new sforce.SObject("Task"); var followUp = new sforce.SObject("Task"); account.id = "{!Account.Id}"; account.IsDirty__c = true; // set task ‘assigned to’ field to the current user task.OwnerId = "{!Account.OwnerId}"; task.Subject = "{!Account.Current_Disposition__c}"; task.WhatId = "{!Account.Id}"; task.Description = "{!Account.Notes__c}"; // set status to closed task.Priority = "Normal"; task.Status = "Completed"; // if follow up required, then create the follow up task if ({!Account.Follow_Up_Required__c}) { followUp.OwnerId = "{!Account.OwnerId}"; followUp.Subject = "{!Account.Current_Disposition__c}"; followUp.WhatId = "{!Account.Id}"; followUp.Description = "{!Account.Notes__c}"; // set status to closed followUp.Priority = "Normal"; followUp.Status = "Not Started"; followUp.IsReminderSet = true; followUp.ActivityDate = Date.valueOf({!Account.Follow_Up_Date__c}); } var result = sforce.connection.update([account]); var resultT = sforce.connection.create([task]); var resultF = resultT; if (followUp != null) { resultF = sforce.connection.create([followUp]); } if (result[0].getBoolean("success") && resultT[0].getBoolean("success") && resultF[0].getBoolean("success")) { account.IsDirty__c = false; account.Follow_Up_Required__c = false; account.Follow_Up_Date__c = null; account.Current_Disposition__c = null; account.Notes__c = null; result = sforce.connection.update([account]); if (result[0].getBoolean("success")) { window.location.reload(); } } else { alert("Error!"); } }// End try block catch(err) { alert("Error creating task: " + err.toString()); }
Any help would be appreciated
{!requireScript("/soap/ajax/13.0/connection.js")}
try
{
var account = new sforce.SObject("Lead");
var task = new sforce.SObject("Task");
var followUp = new sforce.SObject("Task");
account.id = "{!Account.Id}";
account.IsDirty__c = true;
// set task ‘assigned to’ field to the current user
task.OwnerId = "{!Lead.OwnerId}";
task.Subject = "{!Lead.Current_Disposition__c}";
task.WhatId = "{!Lead.Id}";
task.Description = "{!Lead.Notes__c}";
// set status to closed
task.Priority = "Normal";
task.Status = "Completed";
// if follow up required, then create the follow up task
if ({!Lead.Follow_Up_Required__c})
{
followUp.OwnerId = "{!Lead.OwnerId}";
followUp.Subject = "{!Lead.Current_Disposition__c}";
followUp.WhatId = "{!Lead.Id}";
followUp.Description = "{!Lead.Notes__c}";
// set status to closed
followUp.Priority = "Normal";
followUp.Status = "Not Started";
followUp.IsReminderSet = true;
followUp.ActivityDate = Date.valueOf({!Lead.Follow_Up_Date__c});
}
var result = sforce.connection.update([lead]);
var resultT = sforce.connection.create([task]);
var resultF = resultT;
if (followUp != null)
{
resultF = sforce.connection.create([followUp]);
}
if (result[0].getBoolean("success") && resultT[0].getBoolean("success") && resultF[0].getBoolean("success"))
{
{!Lead.IsDirty__c} = false;
{!Lead.Follow_Up_Required__c} = false;
{!Lead.Follow_Up_Date__c} = null;
{!Lead.Current_Disposition__c} = null;
{!Lead.Notes__c} = null;
result = sforce.connection.update([lead]);
if (result[0].getBoolean("success"))
{
window.location.reload();
}
}
else
{
alert("Error!");
}
}// End try block
catch(err)
{
alert("Error creating task: " + err.toString());
}
try
{
var account = new sforce.SObject("Lead");
var task = new sforce.SObject("Task");
var followUp = new sforce.SObject("Task");
account.id = "{!Account.Id}";
account.IsDirty__c = true;
// set task ‘assigned to’ field to the current user
task.OwnerId = "{!Lead.OwnerId}";
task.Subject = "{!Lead.Current_Disposition__c}";
task.WhatId = "{!Lead.Id}";
task.Description = "{!Lead.Notes__c}";
// set status to closed
task.Priority = "Normal";
task.Status = "Completed";
// if follow up required, then create the follow up task
if ({!Lead.Follow_Up_Required__c})
{
followUp.OwnerId = "{!Lead.OwnerId}";
followUp.Subject = "{!Lead.Current_Disposition__c}";
followUp.WhatId = "{!Lead.Id}";
followUp.Description = "{!Lead.Notes__c}";
// set status to closed
followUp.Priority = "Normal";
followUp.Status = "Not Started";
followUp.IsReminderSet = true;
followUp.ActivityDate = Date.valueOf({!Lead.Follow_Up_Date__c});
}
var result = sforce.connection.update([lead]);
var resultT = sforce.connection.create([task]);
var resultF = resultT;
if (followUp != null)
{
resultF = sforce.connection.create([followUp]);
}
if (result[0].getBoolean("success") && resultT[0].getBoolean("success") && resultF[0].getBoolean("success"))
{
{!Lead.IsDirty__c} = false;
{!Lead.Follow_Up_Required__c} = false;
{!Lead.Follow_Up_Date__c} = null;
{!Lead.Current_Disposition__c} = null;
{!Lead.Notes__c} = null;
result = sforce.connection.update([lead]);
if (result[0].getBoolean("success"))
{
window.location.reload();
}
}
else
{
alert("Error!");
}
}// End try block
catch(err)
{
alert("Error creating task: " + err.toString());
}
Did you get this to work for leads? I have a similar project and looking for a solution like this to "auto log" a call with a click of a button for our inside sales people.
Thank you!
-Chuck