Removing Default vaule for account type in web client

Hi

Is there a way to remove prospect as default value for account type while creating new account.

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Yes, you can add code to the OnCreate event for the Account Entity in the Application Architect. It might look something like this:

public static partial class AccountBusinessRules

{

public static void OnCreateStep( IAccount account)

{

// TODO: Complete business rule implementation - Your Date - Your Signature

account.Type = "";

account.Status = "";

}

}

Note that this approach should be effective for both the Insert Account and Insert Contact/Account options. Hope this helps

Legacy Contributor

Hi,
I would suggest to write the code in an external dll.
This makes it easier to manage the code and use source control systems.
Alexander

Legacy Contributor

Hi All

Thanks for the reply

I want to remove default value of account type when the screen is loaded.

by default when you create new account it puts default value for account type as prospect. I want to set the value to blank on load.

Many Thanks in Advance
Pritesh

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Legacy Contributor

Hi,
So here is what you need to do:
Go to the account entity.
Go to the OnCreate rule
Open it up and insert a Post-Execute step
You get a reference to the account entity and just can do:
account.Type = "YourType";
For code managing I would advice you to create an external visual studio project and create a class library there. This class library should have at least a reference to Sage.Entity.Interfaces.dll from you modeldeployment folder.
I recommend you use an external LFS so not the VFS for development.
Thanks! Alexander

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