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Posted to user@ofbiz.apache.org by Stephen Rufle <sr...@salmonllc.com> on 2009/01/30 01:27:59 UTC
SFA Manager Application - Events Tab
In the current SFA Manager Application I noticed that the Events tab in
not active. What is the current state of the application for the Event
section?
We have the following requirements and are hoping that we can use
existing functionality to fulfill them. If this functionality does not
currently exist, but a plan is in place on how to proceed then maybe we
can pitch in.
Create "Events"
* Telephone calls
* Emails
* Addition Information that I think is not being captured.
o When should we follow up maybe who also changes
o What was the purpose of the call
I started work on a simple Salesman to Customer Contact communication
system using the CommunicationEvents entities for our current application.
I defined a Salesman as the logged in user and a Contact as an Employee
of a Customer. I feel I needed to create two CommunicationEvents for
single actual communication.
My example is user admin (Salesman) talked to Steve (Contact) at
"Company X" (Customer) who's Phone number is 888-123-5556 (ContactMech
for Contact)
The who called is captured in the parent CommunicationEvent
* partyIdFrom to partyIdTo
* partyIdFrom="admin" partyIdTo="999"
The who did we call is captured in the child CommunicationEvent
* partyIdFrom to partyIdTo
* partyIdFrom="999" partyIdTo="COMP_X_EMP"
* COMP_X_EMP indicates it was Steve
o contactMechIdTo="COMP_X_TN_01" on the child CommunicationEvent
o COMP_X_TN_01 indicates we called (888-123-5556)
Is there a way to do this differently using the SFA events concept? As
stated above I think the concept of keeping track of when next to call
Steve and what purpose of the call is currently missing.
* When did it happen (date / time) - can these be separate or is the
convention to use a single field
* What was the purpose (from CommunicationEventPrpTyp?)
o "follow-up"
o "initial call"
Ultimately we would look to use these purposes as a sort of work flow.
So, if you start with the first call "initial call" then the next action
may be "follow-up" with a date/time.
I found the link to
http://docs.ofbiz.org/display/OFBIZ/CRM+Sales+Force+Automation+Plan
in a mail thread from March 2008
http://markmail.org/message/nfpiteahllbe5vae
What is the current state of work?
Re: SFA Manager Application - Events Tab
Posted by BJ Freeman <bj...@free-man.net>.
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since this is titled SFA Manager Application
I assumed you would create screens under that application.
Since you are using the SFA controller you can have any screen to to any
other screen, servlet, event.
if you feel it is something that would fit into the SVN feel free to
submit it
http://docs.ofbiz.org/display/OFBIZ/OFBiz+Beginner%27s+Development+Guide+Using+Practice+Application
is a good place to start.
Stephen Rufle sent the following on 2/3/2009 6:57 AM:
> I see "New Communication Work Purpose", but that link seems to go to
> "New Communication Content"
> https://demo.hotwaxmedia.com/partymgr/control/UpdateCommPurposes?communicationEventId=10001
>
>
> Thanks for the ArtifactInfo link, but the screen named
> UpdateCommPurposes in
> /ofbiz/applications/party/widget/partymgr/CommunicationScreens.xml line
> 457 I see that the target for the button is AddCommContent which seems
> wrong. I would create a AddCommPurposes screen if one does not already
> exist.
>
>
> BJ Freeman wrote:
>> Ofbiz is a starting point.
>> so anything is possible.
>> the screens are not meant to be intuitive but show how the entity engine
>> works
>>
>> it is up to the individual consultants, programmers to change it the way
>> they want it.
>>
>> you many want to create a new screen that is more intuitive for Sales
>> people.
>> You many want to change the wording displayed
>>
>> https://demo.hotwaxmedia.com/partymgr/control/EditCommunicationEvent?donePage=
>> would be where you start
>>
>> if you go to
>> https://demo.hotwaxmedia.com/webtools/control/ArtifactInfo
>> type in CommunicationEvent
>> you will get a list of related entities, services, ECA, forms, and
>> Screens, you can use for Ideas.
>>
>> The Data model resource books are also handy to understand how the basic
>> entity structure was created. The Second one deals more with
>> industries.
>>
>>
>> Stephen Rufle sent the following on 2/2/2009 8:16 PM:
>>> I see "New Communication Work Purpose", but that link seems to go to
>>> "New Communication Content"
>>>
>> https://demo.hotwaxmedia.com/partymgr/control/UpdateCommPurposes?communicationEventId=10001
>>
>>> What is the name of the request that should be used instead? I can fix
>>> that and then investigate using that method to add a purpose to my
>>> "Communication Event".
>>> How does CommunicationEventPrpTyp/CommunicationEventPurpose relate to
>>> "Reason Enum Id" on the "Communication Event"?
>>> "Reason Enum Id" initially seemed to be what I thought was going to end
>>> up being (Initial Call, Followup Call).
>>> I also see Start and Finish date/times as not fitting semantically into
>>> the concept of a sales person should be reminded to follow up at this
>>> Date and Time about the current Event. Would it be useful to add
>>> followUpDate to CommunicationEvent for that purpose?
>>> BJ Freeman wrote:
>> https://demo.hotwaxmedia.com/webtools/control/FindGeneric?entityName=CommunicationEventPrpTyp&find=true&VIEW_SIZE=50&VIEW_INDEX=0
>>>> has a supportcall
>>>> you can add
>>>> SalesCall
>>>> FollowupSales
>>>>
>>>>
>>>> BJ Freeman sent the following on 2/2/2009 4:21 PM:
>>>>> before you go to far down this path.
>>>>> communications events is also phone calls
>>>>> you should investigate all the communication event entities
>>>>>
>> https://demo.hotwaxmedia.com/webtools/control/ViewRelations?entityName=CommunicationEvent
>>>>> like role, purpose, contentAssoc
>>>>> Stephen Rufle sent the following on 2/2/2009 2:21 PM:
>>>>>> After closer examination CommunicationEvent looks like it was
>> designed
>>>>>> more to be a series of e-mail's then phone calls. Perhaps this was
>>>>>> easiest for the initial requirements.
>>>>>> Without any relationship to CommunicationEvent I see SfaEvent having
>>>>>> more columns to capture needed information.
>>>>>> <entity entity-name="SfaEvent"
>>>>>> package-name="org.ofbiz.party.communication" title="Sfa Communication
>>>>>> Event Entity">
>>>>>> <field name="sfaEventId" type="id-ne"></field>
>>>>>> <field name="partyIdFrom" type="id"></field> <!-- Logged in
>>>>>> user, maybe we could allow choosing? -->
>>>>>> <field name="partyIdToAccount" type="id"></field>
>>>>>> <field name="partyIdToContact" type="id"></field>
>>>>>> <field name="entryDate" type="date-time"></field>
>>>>>> <field name="statusId" type="id"></field>
>>>>>> <field name="followUpDate" type="date-time"></field>
>>>>>> <prim-key field="sfaEventId"/>
>>>>>> </entity>
>>>>>> I would also like to ask are there any standard "Sales Force
>>>> Automation"
>>>>>> schemas. The pdf mentions SugarCRM and I have heard
>> www.salesforce.com
>>>>>> as the other major example when I was doing my initial research.
>>>> While I
>>>>>> was writing this email I looked at "The Data Model Resource Book" and
>>>>>> see CommunicationEvent. Am I just not seeing how to use
>>>>>> CommunicationEvent properly all by itself?
>>>>>> Stephen Rufle wrote:
>>>>>>> I created a patch that starts on the work that I think is needed
>>>> for my
>>>>>>> request. The reason I am not creating a JIRA issue is that I
>> think my
>>>>>>> code might be a little rough and would like to know what
>>>> modification my
>>>>>>> be needed.
>>>>>>>
>>>>>>> I started by stubbing out the "Events" link that was previously
>>>> not live.
>>>>>>> https://localhost:8443/sfa/control/FindEvents
>>>>>>>
>>>>>>> I tried to use https://localhost:8443/sfa/control/FindContacts as my
>>>>>>> guide for how things are getting done.
>>>>>>>
>>>>>>> When I started this endeavor I thought I could use a combination of
>>>>>>> CommunicationEvent and Soem other existing Entity. I was unable to
>>>> find
>>>>>>> one that I thought was suitable, so I think creating a new SfaEvent
>>>>>>> entity will give me what I want.
>>>>>>>
>>>>>>> /applications/party/entitydef/entitymodel.xml
>>>>>>> <entity entity-name="SfaEvent"
>>>>>>> package-name="org.ofbiz.party.communication" title="Sfa
>> Communication
>>>>>>> Event Entity">
>>>>>>> <field name="sfaEventId" type="id-ne"></field>
>>>>>>> <field name="communicationEventId" type="id"></field>
>>>>>>> <field name="statusId" type="id"></field>
>>>>>>> <field name="followUpDate" type="date-time"></field>
>>>>>>> <prim-key field="sfaEventId"/>
>>>>>>> <relation type="one" fk-name="COM_SFA_CMEV"
>>>>>>> rel-entity-name="CommunicationEvent">
>>>>>>> <key-map field-name="communicationEventId"/>
>>>>>>> </relation>
>>>>>>> </entity>
>>>>>>>
>>>>>>> I can associate a CommunicationEvent to a SfaEvent which should
>> allow
>>>>>>> for holding the extended information (currently followUpDate and a
>>>>>>> separate status). My reason for not just adding a columns to the
>>>> current
>>>>>>> CommunicationEvent is that I wanted an independent workflow . The
>>>>>>> workflow seems to be dictated by StatusItem and StatusValidChange
>>>> and I
>>>>>>> see that CommunicationEvent already has a series of status values
>>>>>>> (statusTypeId=COM_EVENT_STATUS).
>>>>>>>
>
>
>
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Re: SFA Manager Application - Events Tab
Posted by Stephen Rufle <sr...@salmonllc.com>.
I see "New Communication Work Purpose", but that link seems to go to
"New Communication Content"
https://demo.hotwaxmedia.com/partymgr/control/UpdateCommPurposes?communicationEventId=10001
Thanks for the ArtifactInfo link, but the screen named
UpdateCommPurposes in
/ofbiz/applications/party/widget/partymgr/CommunicationScreens.xml line
457 I see that the target for the button is AddCommContent which seems
wrong. I would create a AddCommPurposes screen if one does not already
exist.
BJ Freeman wrote:
> Ofbiz is a starting point.
> so anything is possible.
> the screens are not meant to be intuitive but show how the entity engine
> works
>
> it is up to the individual consultants, programmers to change it the way
> they want it.
>
> you many want to create a new screen that is more intuitive for Sales
> people.
> You many want to change the wording displayed
>
> https://demo.hotwaxmedia.com/partymgr/control/EditCommunicationEvent?donePage=
> would be where you start
>
> if you go to
> https://demo.hotwaxmedia.com/webtools/control/ArtifactInfo
> type in CommunicationEvent
> you will get a list of related entities, services, ECA, forms, and
> Screens, you can use for Ideas.
>
> The Data model resource books are also handy to understand how the basic
> entity structure was created. The Second one deals more with
> industries.
>
>
> Stephen Rufle sent the following on 2/2/2009 8:16 PM:
> > I see "New Communication Work Purpose", but that link seems to go to
> > "New Communication Content"
> >
> https://demo.hotwaxmedia.com/partymgr/control/UpdateCommPurposes?communicationEventId=10001
>
> > What is the name of the request that should be used instead? I can fix
> > that and then investigate using that method to add a purpose to my
> > "Communication Event".
>
> > How does CommunicationEventPrpTyp/CommunicationEventPurpose relate to
> > "Reason Enum Id" on the "Communication Event"?
> > "Reason Enum Id" initially seemed to be what I thought was going to end
> > up being (Initial Call, Followup Call).
>
> > I also see Start and Finish date/times as not fitting semantically into
> > the concept of a sales person should be reminded to follow up at this
> > Date and Time about the current Event. Would it be useful to add
> > followUpDate to CommunicationEvent for that purpose?
>
> > BJ Freeman wrote:
> >>
> https://demo.hotwaxmedia.com/webtools/control/FindGeneric?entityName=CommunicationEventPrpTyp&find=true&VIEW_SIZE=50&VIEW_INDEX=0
> >> has a supportcall
> >> you can add
> >> SalesCall
> >> FollowupSales
> >>
> >>
> >> BJ Freeman sent the following on 2/2/2009 4:21 PM:
> >>> before you go to far down this path.
> >>> communications events is also phone calls
> >>> you should investigate all the communication event entities
> >>>
> >>
> https://demo.hotwaxmedia.com/webtools/control/ViewRelations?entityName=CommunicationEvent
> >>> like role, purpose, contentAssoc
> >>
> >>> Stephen Rufle sent the following on 2/2/2009 2:21 PM:
> >>>> After closer examination CommunicationEvent looks like it was
> designed
> >>>> more to be a series of e-mail's then phone calls. Perhaps this was
> >>>> easiest for the initial requirements.
> >>>> Without any relationship to CommunicationEvent I see SfaEvent having
> >>>> more columns to capture needed information.
> >>>> <entity entity-name="SfaEvent"
> >>>> package-name="org.ofbiz.party.communication" title="Sfa Communication
> >>>> Event Entity">
> >>>> <field name="sfaEventId" type="id-ne"></field>
> >>>> <field name="partyIdFrom" type="id"></field> <!-- Logged in
> >>>> user, maybe we could allow choosing? -->
> >>>> <field name="partyIdToAccount" type="id"></field>
> >>>> <field name="partyIdToContact" type="id"></field>
> >>>> <field name="entryDate" type="date-time"></field>
> >>>> <field name="statusId" type="id"></field>
> >>>> <field name="followUpDate" type="date-time"></field>
> >>>> <prim-key field="sfaEventId"/>
> >>>> </entity>
> >>>> I would also like to ask are there any standard "Sales Force
> >> Automation"
> >>>> schemas. The pdf mentions SugarCRM and I have heard
> www.salesforce.com
> >>>> as the other major example when I was doing my initial research.
> >> While I
> >>>> was writing this email I looked at "The Data Model Resource Book" and
> >>>> see CommunicationEvent. Am I just not seeing how to use
> >>>> CommunicationEvent properly all by itself?
> >>>> Stephen Rufle wrote:
> >>>>> I created a patch that starts on the work that I think is needed
> >> for my
> >>>>> request. The reason I am not creating a JIRA issue is that I
> think my
> >>>>> code might be a little rough and would like to know what
> >> modification my
> >>>>> be needed.
> >>>>>
> >>>>> I started by stubbing out the "Events" link that was previously
> >> not live.
> >>>>> https://localhost:8443/sfa/control/FindEvents
> >>>>>
> >>>>> I tried to use https://localhost:8443/sfa/control/FindContacts as my
> >>>>> guide for how things are getting done.
> >>>>>
> >>>>> When I started this endeavor I thought I could use a combination of
> >>>>> CommunicationEvent and Soem other existing Entity. I was unable to
> >> find
> >>>>> one that I thought was suitable, so I think creating a new SfaEvent
> >>>>> entity will give me what I want.
> >>>>>
> >>>>> /applications/party/entitydef/entitymodel.xml
> >>>>> <entity entity-name="SfaEvent"
> >>>>> package-name="org.ofbiz.party.communication" title="Sfa
> Communication
> >>>>> Event Entity">
> >>>>> <field name="sfaEventId" type="id-ne"></field>
> >>>>> <field name="communicationEventId" type="id"></field>
> >>>>> <field name="statusId" type="id"></field>
> >>>>> <field name="followUpDate" type="date-time"></field>
> >>>>> <prim-key field="sfaEventId"/>
> >>>>> <relation type="one" fk-name="COM_SFA_CMEV"
> >>>>> rel-entity-name="CommunicationEvent">
> >>>>> <key-map field-name="communicationEventId"/>
> >>>>> </relation>
> >>>>> </entity>
> >>>>>
> >>>>> I can associate a CommunicationEvent to a SfaEvent which should
> allow
> >>>>> for holding the extended information (currently followUpDate and a
> >>>>> separate status). My reason for not just adding a columns to the
> >> current
> >>>>> CommunicationEvent is that I wanted an independent workflow . The
> >>>>> workflow seems to be dictated by StatusItem and StatusValidChange
> >> and I
> >>>>> see that CommunicationEvent already has a series of status values
> >>>>> (statusTypeId=COM_EVENT_STATUS).
> >>>>>
Re: SFA Manager Application - Events Tab
Posted by BJ Freeman <bj...@free-man.net>.
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Hash: SHA1
Ofbiz is a starting point.
so anything is possible.
the screens are not meant to be intuitive but show how the entity engine
works
it is up to the individual consultants, programmers to change it the way
they want it.
you many want to create a new screen that is more intuitive for Sales
people.
You many want to change the wording displayed
https://demo.hotwaxmedia.com/partymgr/control/EditCommunicationEvent?donePage=
would be where you start
if you go to
https://demo.hotwaxmedia.com/webtools/control/ArtifactInfo
type in CommunicationEvent
you will get a list of related entities, services, ECA, forms, and
Screens, you can use for Ideas.
The Data model resource books are also handy to understand how the basic
entity structure was created. The Second one deals more with industries.
Stephen Rufle sent the following on 2/2/2009 8:16 PM:
> I see "New Communication Work Purpose", but that link seems to go to
> "New Communication Content"
> https://demo.hotwaxmedia.com/partymgr/control/UpdateCommPurposes?communicationEventId=10001
>
> What is the name of the request that should be used instead? I can fix
> that and then investigate using that method to add a purpose to my
> "Communication Event".
>
> How does CommunicationEventPrpTyp/CommunicationEventPurpose relate to
> "Reason Enum Id" on the "Communication Event"?
> "Reason Enum Id" initially seemed to be what I thought was going to end
> up being (Initial Call, Followup Call).
>
> I also see Start and Finish date/times as not fitting semantically into
> the concept of a sales person should be reminded to follow up at this
> Date and Time about the current Event. Would it be useful to add
> followUpDate to CommunicationEvent for that purpose?
>
> BJ Freeman wrote:
>> https://demo.hotwaxmedia.com/webtools/control/FindGeneric?entityName=CommunicationEventPrpTyp&find=true&VIEW_SIZE=50&VIEW_INDEX=0
>> has a supportcall
>> you can add
>> SalesCall
>> FollowupSales
>>
>>
>> BJ Freeman sent the following on 2/2/2009 4:21 PM:
>>> before you go to far down this path.
>>> communications events is also phone calls
>>> you should investigate all the communication event entities
>>>
>> https://demo.hotwaxmedia.com/webtools/control/ViewRelations?entityName=CommunicationEvent
>>> like role, purpose, contentAssoc
>>
>>
>>> Stephen Rufle sent the following on 2/2/2009 2:21 PM:
>>>> After closer examination CommunicationEvent looks like it was designed
>>>> more to be a series of e-mail's then phone calls. Perhaps this was
>>>> easiest for the initial requirements.
>>>> Without any relationship to CommunicationEvent I see SfaEvent having
>>>> more columns to capture needed information.
>>>> <entity entity-name="SfaEvent"
>>>> package-name="org.ofbiz.party.communication" title="Sfa Communication
>>>> Event Entity">
>>>> <field name="sfaEventId" type="id-ne"></field>
>>>> <field name="partyIdFrom" type="id"></field> <!-- Logged in
>>>> user, maybe we could allow choosing? -->
>>>> <field name="partyIdToAccount" type="id"></field>
>>>> <field name="partyIdToContact" type="id"></field>
>>>> <field name="entryDate" type="date-time"></field>
>>>> <field name="statusId" type="id"></field>
>>>> <field name="followUpDate" type="date-time"></field>
>>>> <prim-key field="sfaEventId"/>
>>>> </entity>
>>>> I would also like to ask are there any standard "Sales Force
>> Automation"
>>>> schemas. The pdf mentions SugarCRM and I have heard www.salesforce.com
>>>> as the other major example when I was doing my initial research.
>> While I
>>>> was writing this email I looked at "The Data Model Resource Book" and
>>>> see CommunicationEvent. Am I just not seeing how to use
>>>> CommunicationEvent properly all by itself?
>>>> Stephen Rufle wrote:
>>>>> I created a patch that starts on the work that I think is needed
>> for my
>>>>> request. The reason I am not creating a JIRA issue is that I think my
>>>>> code might be a little rough and would like to know what
>> modification my
>>>>> be needed.
>>>>>
>>>>> I started by stubbing out the "Events" link that was previously
>> not live.
>>>>> https://localhost:8443/sfa/control/FindEvents
>>>>>
>>>>> I tried to use https://localhost:8443/sfa/control/FindContacts as my
>>>>> guide for how things are getting done.
>>>>>
>>>>> When I started this endeavor I thought I could use a combination of
>>>>> CommunicationEvent and Soem other existing Entity. I was unable to
>> find
>>>>> one that I thought was suitable, so I think creating a new SfaEvent
>>>>> entity will give me what I want.
>>>>>
>>>>> /applications/party/entitydef/entitymodel.xml
>>>>> <entity entity-name="SfaEvent"
>>>>> package-name="org.ofbiz.party.communication" title="Sfa Communication
>>>>> Event Entity">
>>>>> <field name="sfaEventId" type="id-ne"></field>
>>>>> <field name="communicationEventId" type="id"></field>
>>>>> <field name="statusId" type="id"></field>
>>>>> <field name="followUpDate" type="date-time"></field>
>>>>> <prim-key field="sfaEventId"/>
>>>>> <relation type="one" fk-name="COM_SFA_CMEV"
>>>>> rel-entity-name="CommunicationEvent">
>>>>> <key-map field-name="communicationEventId"/>
>>>>> </relation>
>>>>> </entity>
>>>>>
>>>>> I can associate a CommunicationEvent to a SfaEvent which should allow
>>>>> for holding the extended information (currently followUpDate and a
>>>>> separate status). My reason for not just adding a columns to the
>> current
>>>>> CommunicationEvent is that I wanted an independent workflow . The
>>>>> workflow seems to be dictated by StatusItem and StatusValidChange
>> and I
>>>>> see that CommunicationEvent already has a series of status values
>>>>> (statusTypeId=COM_EVENT_STATUS).
>>>>>
>
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Re: SFA Manager Application - Events Tab
Posted by Stephen Rufle <sr...@salmonllc.com>.
I see "New Communication Work Purpose", but that link seems to go to
"New Communication Content"
https://demo.hotwaxmedia.com/partymgr/control/UpdateCommPurposes?communicationEventId=10001
What is the name of the request that should be used instead? I can fix
that and then investigate using that method to add a purpose to my
"Communication Event".
How does CommunicationEventPrpTyp/CommunicationEventPurpose relate to
"Reason Enum Id" on the "Communication Event"?
"Reason Enum Id" initially seemed to be what I thought was going to end
up being (Initial Call, Followup Call).
I also see Start and Finish date/times as not fitting semantically into
the concept of a sales person should be reminded to follow up at this
Date and Time about the current Event. Would it be useful to add
followUpDate to CommunicationEvent for that purpose?
BJ Freeman wrote:
> https://demo.hotwaxmedia.com/webtools/control/FindGeneric?entityName=CommunicationEventPrpTyp&find=true&VIEW_SIZE=50&VIEW_INDEX=0
> has a supportcall
> you can add
> SalesCall
> FollowupSales
>
>
> BJ Freeman sent the following on 2/2/2009 4:21 PM:
> > before you go to far down this path.
> > communications events is also phone calls
> > you should investigate all the communication event entities
> >
> https://demo.hotwaxmedia.com/webtools/control/ViewRelations?entityName=CommunicationEvent
> > like role, purpose, contentAssoc
>
>
>
> > Stephen Rufle sent the following on 2/2/2009 2:21 PM:
> >> After closer examination CommunicationEvent looks like it was designed
> >> more to be a series of e-mail's then phone calls. Perhaps this was
> >> easiest for the initial requirements.
> >> Without any relationship to CommunicationEvent I see SfaEvent having
> >> more columns to capture needed information.
> >> <entity entity-name="SfaEvent"
> >> package-name="org.ofbiz.party.communication" title="Sfa Communication
> >> Event Entity">
> >> <field name="sfaEventId" type="id-ne"></field>
> >> <field name="partyIdFrom" type="id"></field> <!-- Logged in
> >> user, maybe we could allow choosing? -->
> >> <field name="partyIdToAccount" type="id"></field>
> >> <field name="partyIdToContact" type="id"></field>
> >> <field name="entryDate" type="date-time"></field>
> >> <field name="statusId" type="id"></field>
> >> <field name="followUpDate" type="date-time"></field>
> >> <prim-key field="sfaEventId"/>
> >> </entity>
> >> I would also like to ask are there any standard "Sales Force
> Automation"
> >> schemas. The pdf mentions SugarCRM and I have heard www.salesforce.com
> >> as the other major example when I was doing my initial research.
> While I
> >> was writing this email I looked at "The Data Model Resource Book" and
> >> see CommunicationEvent. Am I just not seeing how to use
> >> CommunicationEvent properly all by itself?
>
> >> Stephen Rufle wrote:
> >>> I created a patch that starts on the work that I think is needed
> for my
> >>> request. The reason I am not creating a JIRA issue is that I think my
> >>> code might be a little rough and would like to know what
> modification my
> >>> be needed.
> >>>
> >>> I started by stubbing out the "Events" link that was previously
> not live.
> >>> https://localhost:8443/sfa/control/FindEvents
> >>>
> >>> I tried to use https://localhost:8443/sfa/control/FindContacts as my
> >>> guide for how things are getting done.
> >>>
> >>> When I started this endeavor I thought I could use a combination of
> >>> CommunicationEvent and Soem other existing Entity. I was unable to
> find
> >>> one that I thought was suitable, so I think creating a new SfaEvent
> >>> entity will give me what I want.
> >>>
> >>> /applications/party/entitydef/entitymodel.xml
> >>> <entity entity-name="SfaEvent"
> >>> package-name="org.ofbiz.party.communication" title="Sfa Communication
> >>> Event Entity">
> >>> <field name="sfaEventId" type="id-ne"></field>
> >>> <field name="communicationEventId" type="id"></field>
> >>> <field name="statusId" type="id"></field>
> >>> <field name="followUpDate" type="date-time"></field>
> >>> <prim-key field="sfaEventId"/>
> >>> <relation type="one" fk-name="COM_SFA_CMEV"
> >>> rel-entity-name="CommunicationEvent">
> >>> <key-map field-name="communicationEventId"/>
> >>> </relation>
> >>> </entity>
> >>>
> >>> I can associate a CommunicationEvent to a SfaEvent which should allow
> >>> for holding the extended information (currently followUpDate and a
> >>> separate status). My reason for not just adding a columns to the
> current
> >>> CommunicationEvent is that I wanted an independent workflow . The
> >>> workflow seems to be dictated by StatusItem and StatusValidChange
> and I
> >>> see that CommunicationEvent already has a series of status values
> >>> (statusTypeId=COM_EVENT_STATUS).
> >>>
--
Stephen P Rufle
srufle@salmonllc.com
H1:480-626-8022
H2:480-802-7173
Yahoo IM: stephen_rufle
AOL IM: stephen1rufle
Re: SFA Manager Application - Events Tab
Posted by BJ Freeman <bj...@free-man.net>.
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https://demo.hotwaxmedia.com/webtools/control/FindGeneric?entityName=CommunicationEventPrpTyp&find=true&VIEW_SIZE=50&VIEW_INDEX=0
has a supportcall
you can add
SalesCall
FollowupSales
BJ Freeman sent the following on 2/2/2009 4:21 PM:
> before you go to far down this path.
> communications events is also phone calls
> you should investigate all the communication event entities
> https://demo.hotwaxmedia.com/webtools/control/ViewRelations?entityName=CommunicationEvent
> like role, purpose, contentAssoc
>
>
>
> Stephen Rufle sent the following on 2/2/2009 2:21 PM:
>> After closer examination CommunicationEvent looks like it was designed
>> more to be a series of e-mail's then phone calls. Perhaps this was
>> easiest for the initial requirements.
>
>> Without any relationship to CommunicationEvent I see SfaEvent having
>> more columns to capture needed information.
>
>> <entity entity-name="SfaEvent"
>> package-name="org.ofbiz.party.communication" title="Sfa Communication
>> Event Entity">
>> <field name="sfaEventId" type="id-ne"></field>
>> <field name="partyIdFrom" type="id"></field> <!-- Logged in
>> user, maybe we could allow choosing? -->
>> <field name="partyIdToAccount" type="id"></field>
>> <field name="partyIdToContact" type="id"></field>
>> <field name="entryDate" type="date-time"></field>
>> <field name="statusId" type="id"></field>
>> <field name="followUpDate" type="date-time"></field>
>> <prim-key field="sfaEventId"/>
>> </entity>
>
>> I would also like to ask are there any standard "Sales Force Automation"
>> schemas. The pdf mentions SugarCRM and I have heard www.salesforce.com
>> as the other major example when I was doing my initial research. While I
>> was writing this email I looked at "The Data Model Resource Book" and
>> see CommunicationEvent. Am I just not seeing how to use
>> CommunicationEvent properly all by itself?
>
>
>> Stephen Rufle wrote:
>>> I created a patch that starts on the work that I think is needed for my
>>> request. The reason I am not creating a JIRA issue is that I think my
>>> code might be a little rough and would like to know what modification my
>>> be needed.
>>>
>>> I started by stubbing out the "Events" link that was previously not live.
>>> https://localhost:8443/sfa/control/FindEvents
>>>
>>> I tried to use https://localhost:8443/sfa/control/FindContacts as my
>>> guide for how things are getting done.
>>>
>>> When I started this endeavor I thought I could use a combination of
>>> CommunicationEvent and Soem other existing Entity. I was unable to find
>>> one that I thought was suitable, so I think creating a new SfaEvent
>>> entity will give me what I want.
>>>
>>> /applications/party/entitydef/entitymodel.xml
>>> <entity entity-name="SfaEvent"
>>> package-name="org.ofbiz.party.communication" title="Sfa Communication
>>> Event Entity">
>>> <field name="sfaEventId" type="id-ne"></field>
>>> <field name="communicationEventId" type="id"></field>
>>> <field name="statusId" type="id"></field>
>>> <field name="followUpDate" type="date-time"></field>
>>> <prim-key field="sfaEventId"/>
>>> <relation type="one" fk-name="COM_SFA_CMEV"
>>> rel-entity-name="CommunicationEvent">
>>> <key-map field-name="communicationEventId"/>
>>> </relation>
>>> </entity>
>>>
>>> I can associate a CommunicationEvent to a SfaEvent which should allow
>>> for holding the extended information (currently followUpDate and a
>>> separate status). My reason for not just adding a columns to the current
>>> CommunicationEvent is that I wanted an independent workflow . The
>>> workflow seems to be dictated by StatusItem and StatusValidChange and I
>>> see that CommunicationEvent already has a series of status values
>>> (statusTypeId=COM_EVENT_STATUS).
>>>
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Re: SFA Manager Application - Events Tab
Posted by BJ Freeman <bj...@free-man.net>.
-----BEGIN PGP SIGNED MESSAGE-----
Hash: SHA1
before you go to far down this path.
communications events is also phone calls
you should investigate all the communication event entities
https://demo.hotwaxmedia.com/webtools/control/ViewRelations?entityName=CommunicationEvent
like role, purpose, contentAssoc
Stephen Rufle sent the following on 2/2/2009 2:21 PM:
> After closer examination CommunicationEvent looks like it was designed
> more to be a series of e-mail's then phone calls. Perhaps this was
> easiest for the initial requirements.
>
> Without any relationship to CommunicationEvent I see SfaEvent having
> more columns to capture needed information.
>
> <entity entity-name="SfaEvent"
> package-name="org.ofbiz.party.communication" title="Sfa Communication
> Event Entity">
> <field name="sfaEventId" type="id-ne"></field>
> <field name="partyIdFrom" type="id"></field> <!-- Logged in
> user, maybe we could allow choosing? -->
> <field name="partyIdToAccount" type="id"></field>
> <field name="partyIdToContact" type="id"></field>
> <field name="entryDate" type="date-time"></field>
> <field name="statusId" type="id"></field>
> <field name="followUpDate" type="date-time"></field>
> <prim-key field="sfaEventId"/>
> </entity>
>
> I would also like to ask are there any standard "Sales Force Automation"
> schemas. The pdf mentions SugarCRM and I have heard www.salesforce.com
> as the other major example when I was doing my initial research. While I
> was writing this email I looked at "The Data Model Resource Book" and
> see CommunicationEvent. Am I just not seeing how to use
> CommunicationEvent properly all by itself?
>
>
> Stephen Rufle wrote:
>> I created a patch that starts on the work that I think is needed for my
>> request. The reason I am not creating a JIRA issue is that I think my
>> code might be a little rough and would like to know what modification my
>> be needed.
>>
>> I started by stubbing out the "Events" link that was previously not live.
>> https://localhost:8443/sfa/control/FindEvents
>>
>> I tried to use https://localhost:8443/sfa/control/FindContacts as my
>> guide for how things are getting done.
>>
>> When I started this endeavor I thought I could use a combination of
>> CommunicationEvent and Soem other existing Entity. I was unable to find
>> one that I thought was suitable, so I think creating a new SfaEvent
>> entity will give me what I want.
>>
>> /applications/party/entitydef/entitymodel.xml
>> <entity entity-name="SfaEvent"
>> package-name="org.ofbiz.party.communication" title="Sfa Communication
>> Event Entity">
>> <field name="sfaEventId" type="id-ne"></field>
>> <field name="communicationEventId" type="id"></field>
>> <field name="statusId" type="id"></field>
>> <field name="followUpDate" type="date-time"></field>
>> <prim-key field="sfaEventId"/>
>> <relation type="one" fk-name="COM_SFA_CMEV"
>> rel-entity-name="CommunicationEvent">
>> <key-map field-name="communicationEventId"/>
>> </relation>
>> </entity>
>>
>> I can associate a CommunicationEvent to a SfaEvent which should allow
>> for holding the extended information (currently followUpDate and a
>> separate status). My reason for not just adding a columns to the current
>> CommunicationEvent is that I wanted an independent workflow . The
>> workflow seems to be dictated by StatusItem and StatusValidChange and I
>> see that CommunicationEvent already has a series of status values
>> (statusTypeId=COM_EVENT_STATUS).
>>
>
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Re: SFA Manager Application - Events Tab
Posted by Stephen Rufle <sr...@salmonllc.com>.
After closer examination CommunicationEvent looks like it was designed
more to be a series of e-mail's then phone calls. Perhaps this was
easiest for the initial requirements.
Without any relationship to CommunicationEvent I see SfaEvent having
more columns to capture needed information.
<entity entity-name="SfaEvent"
package-name="org.ofbiz.party.communication" title="Sfa Communication
Event Entity">
<field name="sfaEventId" type="id-ne"></field>
<field name="partyIdFrom" type="id"></field> <!-- Logged in
user, maybe we could allow choosing? -->
<field name="partyIdToAccount" type="id"></field>
<field name="partyIdToContact" type="id"></field>
<field name="entryDate" type="date-time"></field>
<field name="statusId" type="id"></field>
<field name="followUpDate" type="date-time"></field>
<prim-key field="sfaEventId"/>
</entity>
I would also like to ask are there any standard "Sales Force Automation"
schemas. The pdf mentions SugarCRM and I have heard www.salesforce.com
as the other major example when I was doing my initial research. While I
was writing this email I looked at "The Data Model Resource Book" and
see CommunicationEvent. Am I just not seeing how to use
CommunicationEvent properly all by itself?
Stephen Rufle wrote:
> I created a patch that starts on the work that I think is needed for my
> request. The reason I am not creating a JIRA issue is that I think my
> code might be a little rough and would like to know what modification my
> be needed.
>
> I started by stubbing out the "Events" link that was previously not live.
> https://localhost:8443/sfa/control/FindEvents
>
> I tried to use https://localhost:8443/sfa/control/FindContacts as my
> guide for how things are getting done.
>
> When I started this endeavor I thought I could use a combination of
> CommunicationEvent and Soem other existing Entity. I was unable to find
> one that I thought was suitable, so I think creating a new SfaEvent
> entity will give me what I want.
>
> /applications/party/entitydef/entitymodel.xml
> <entity entity-name="SfaEvent"
> package-name="org.ofbiz.party.communication" title="Sfa Communication
> Event Entity">
> <field name="sfaEventId" type="id-ne"></field>
> <field name="communicationEventId" type="id"></field>
> <field name="statusId" type="id"></field>
> <field name="followUpDate" type="date-time"></field>
> <prim-key field="sfaEventId"/>
> <relation type="one" fk-name="COM_SFA_CMEV"
> rel-entity-name="CommunicationEvent">
> <key-map field-name="communicationEventId"/>
> </relation>
> </entity>
>
> I can associate a CommunicationEvent to a SfaEvent which should allow
> for holding the extended information (currently followUpDate and a
> separate status). My reason for not just adding a columns to the current
> CommunicationEvent is that I wanted an independent workflow . The
> workflow seems to be dictated by StatusItem and StatusValidChange and I
> see that CommunicationEvent already has a series of status values
> (statusTypeId=COM_EVENT_STATUS).
>
Re: SFA Manager Application - Events Tab
Posted by Stephen Rufle <sr...@salmonllc.com>.
I created a patch that starts on the work that I think is needed for my
request. The reason I am not creating a JIRA issue is that I think my
code might be a little rough and would like to know what modification my
be needed.
I started by stubbing out the "Events" link that was previously not live.
https://localhost:8443/sfa/control/FindEvents
I tried to use https://localhost:8443/sfa/control/FindContacts as my
guide for how things are getting done.
When I started this endeavor I thought I could use a combination of
CommunicationEvent and Soem other existing Entity. I was unable to find
one that I thought was suitable, so I think creating a new SfaEvent
entity will give me what I want.
/applications/party/entitydef/entitymodel.xml
<entity entity-name="SfaEvent"
package-name="org.ofbiz.party.communication" title="Sfa Communication
Event Entity">
<field name="sfaEventId" type="id-ne"></field>
<field name="communicationEventId" type="id"></field>
<field name="statusId" type="id"></field>
<field name="followUpDate" type="date-time"></field>
<prim-key field="sfaEventId"/>
<relation type="one" fk-name="COM_SFA_CMEV"
rel-entity-name="CommunicationEvent">
<key-map field-name="communicationEventId"/>
</relation>
</entity>
I can associate a CommunicationEvent to a SfaEvent which should allow
for holding the extended information (currently followUpDate and a
separate status). My reason for not just adding a columns to the current
CommunicationEvent is that I wanted an independent workflow . The
workflow seems to be dictated by StatusItem and StatusValidChange and I
see that CommunicationEvent already has a series of status values
(statusTypeId=COM_EVENT_STATUS).
Stephen Rufle wrote:
> In the current SFA Manager Application I noticed that the Events tab in
> not active. What is the current state of the application for the Event
> section?
>
> We have the following requirements and are hoping that we can use
> existing functionality to fulfill them. If this functionality does not
> currently exist, but a plan is in place on how to proceed then maybe we
> can pitch in.
>
> Create "Events"
>
> * Telephone calls
> * Emails
>
>
> * Addition Information that I think is not being captured.
> o When should we follow up maybe who also changes
> o What was the purpose of the call
>
> I started work on a simple Salesman to Customer Contact communication
> system using the CommunicationEvents entities for our current application.
>
> I defined a Salesman as the logged in user and a Contact as an Employee
> of a Customer. I feel I needed to create two CommunicationEvents for
> single actual communication.
>
> My example is user admin (Salesman) talked to Steve (Contact) at
> "Company X" (Customer) who's Phone number is 888-123-5556 (ContactMech
> for Contact)
>
> The who called is captured in the parent CommunicationEvent
>
> * partyIdFrom to partyIdTo
> * partyIdFrom="admin" partyIdTo="999"
>
> The who did we call is captured in the child CommunicationEvent
>
> * partyIdFrom to partyIdTo
> * partyIdFrom="999" partyIdTo="COMP_X_EMP"
> * COMP_X_EMP indicates it was Steve
> o contactMechIdTo="COMP_X_TN_01" on the child CommunicationEvent
> o COMP_X_TN_01 indicates we called (888-123-5556)
>
> Is there a way to do this differently using the SFA events concept? As
> stated above I think the concept of keeping track of when next to call
> Steve and what purpose of the call is currently missing.
>
> * When did it happen (date / time) - can these be separate or is the
> convention to use a single field
> * What was the purpose (from CommunicationEventPrpTyp?)
> o "follow-up"
> o "initial call"
>
> Ultimately we would look to use these purposes as a sort of workflow .
> So, if you start with the first call "initial call" then the next action
> may be "follow-up" with a date/time.
>
> I found the link to
> http://docs.ofbiz.org/display/OFBIZ/CRM+Sales+Force+Automation+Plan
>
> in a mail thread from March 2008
> http://markmail.org/message/nfpiteahllbe5vae
>
> What is the current state of work?
>