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

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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

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Attachment_4584.zip

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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Attachment_4584.zip

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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