Capturing History in SalesLogix

We recently had a request to capture the changes made to a grid on an Opportunity Tab in SalesLogix.  The three items requiring capture were:

  1. Any time a record was deleted
  2. Any time a record was added edited via an Add Edit Form
  3. Any time a check box in the grid was checked or unchecked

To implement this we simply created a function that would insert a record into the History table and would accept the OpportunityID, Description, Notes, and LongNotes as parameters.

 The pseudocode:
Sub InsertHistoryRecord(strOpportunityID, strDescription,strNotes, strLongNotes)
       dim Variables
       Create RecordSet
       With Recordset
           .Open "SELECT * FROM HISTORY WHERE 1=2", objSLXDB.Connection
           .AddNew
           .Fields("HISTORYID") = strHistoryID
           .Fields("ACTIVITYID") = strHistoryID
           .Fields("TYPE") = "262156"
           ....
           .Fields("NOTES") = strNotes
           .Fields("LONGNOTES") = strLongNotes
           .Fields("ATTACHMENT") = "F"
           .Update
           .Close
       End With
End Sub

Then we inserted a call to this procedure on the grid's OnCheckColumnToggle, the function that deleted records, and the form that added or edited records.  We wrote this custom procedure so that the history record creation would be seemless to the user and so we could control the data as we wanted.

Justin Kuehlthau's picture
Justin Kuehlthau
Director of Services

Justin is a Customer Relationship Management, CRM, software business analyst and consultant with ten years of experience in the industry. Justin started at Technology Advisors on the support desk where he learned extensively about all facets of CRM software. He was quickly promoted to the role of consultant where he learned the entire process of software consulting from pre-sales to post production support. He now works as the senior Technical Architect with new and existing customers and as the Director of Services at Technology Advisors. 

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