Has anyone created a script using the API that would create an action on save.  For example, if a constuients record firstname is changed, take the old value and write it to an action on the consituent record.

Anyone attempted this?

Mark

mbanbury@plancanada.ca

Absolutely. This is a straight forward task. Using the VBA module you would capture the values before the record is opened and then on saving the record you would compare the values to those when the record was opened and record any change. This is common where you want to keep an audit trail of changes made.

Please don't hesistate to contact me if you would like any more information.

 David

You would need the VBA module [edit: as David mentioned] rather than an API license to do this. This code shows one way to track what values were changed TO, but you could extend it further to also track/log initial values. I don't know that actions are good place to store audit trail though, as a user could change the action records (and you'll have a LOT of action records). I would recomend a separate database table.

 Public Sub Constituent_BeforeSave(oRecord As Object, bCancel As Boolean)
   
    Dim oM As IBBMetaField, oD As IBBDataObject
    Set oD = oRecord
    Set oM = oRecord

    Dim sChaChaChaChanges As String
    Dim i As Long
    For i = 1 To oM.Count
        If oD.FieldIsDirty(i) Then
            sChaChaChaChanges = sChaChaChaChanges & oM.DisplayText(i) & " changed to '" & oD.Fields(i) & "'" & vbCrLf
        End If
    Next i

    Dim oConstit As CRecord
    If Len(sChaChaChaChanges) Then
        Dim oA As CAction, oA2 As IBBAction2
        Set oA = New CAction
        oA.Init REApplication.SessionContext
        oA.Fields(ACTION_fld_RECORDS_ID) = oD.Fields(RECORDS_fld_ID)
        oA.Fields(ACTION_fld_CATEGORY) = "Task/Other"
        Set oA2 = oA
        With oA2.Notepads.Add
            .Fields(NOTEPAD_fld_NotepadDate) = FormatDateTime(Now, vbShortDate)
            .Fields(NOTEPAD_fld_NotepadType) = "Audit Trail" '<-- use a valid type
            .Fields(NOTEPAD_fld_Description) = "changes at " & Now
            .Fields(NOTEPAD_fld_Notes) = sChaChaChaChanges
        End With
        oA.Save
        oA.Closedown
        Set oA = Nothing
        Set oA2 = Nothing
    End If
    Set oD = Nothing

End Sub