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CRM Connector not inheriting default field values (2 replies)

Arline Welty
4 years ago
Arline Welty 4 years ago

Hi there,

I'm having an issue where CRM records that IMAN inserts are not inheriting the default values that I established in the Administration>Customization area. If I create a new record manually, it inherits the default values. If I create the values with IMAN, it doesn't work properly. 

The field is "Everyday Items Minimum"

The default is a decimal value of 3,000

When IMAN inserts it, the database value is NULL, but it shows on the CRM screen as 0.00.

In the CRM mapping, I am mapping these fields (but without a value defined, b/c I want them to inherit what's established in CRM)

Version

Assembly Versions:
Realisable.IManWebUI.DLL 4.1.0.0

Product Update: PU2

Config Version: 4.11

DB Version: 4.11

 

Attached: screenshot showing the default value of 3000 and the 'Everyday Items Minimum' in CRM without the default value.

What's up?
Thanks for the help.

Arline

https://www.realisable.co.uk/wp-content/uploads/2021/04/CRMScreenDefaults.gif
Erica Malcolm
4 years ago
Erica Malcolm 4 years ago

Arline,

Unfortunately IMAn does not respect defaults, therefore you will need to populate the field with the default values.

Arline Welty
4 years ago
Arline Welty 4 years ago

Erica,

Bummer. In case anyone comes across this topic and needs an answer, I was able to query the CRM database to get the default values. That way I don't have to hard code the values within the Sage CRM connector. (avoiding hard coding was the value proposition for using IMAN for this job)

In this example, the table name is 'Dat' and the field value for which I need the default value is dat_everydayminimum

Hope this SQL helps others

Arline

select ColP_ColName, ColP_DefaultValue
FROM [CRM].[dbo].[Custom_Edits]
where ColP_Entity = 'Dat'
and ColP_ColName = 'dat_everydayminimum' 

 

 

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Realisable Software Ltd provides code-free, cost-effective applications integration solutions for SMEs. Our core IMan product is designed to integrate almost any application with a number of Sage solutions and online payment processors.

Looking to purchase IMan, please see our resellers here.

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Ph: +44 (0) 208 123 1017

Copyright © Realisable. All rights reserved.
Realisable is a registered trademark

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