[Paul Boothroyd]

Has anybody had any luck with creating a new Proposal for a Prospect using the API?

Any guidance would be appreciated.

Thank You
Paul Boothroyd
Boston Children's Hospital Trust

[DavidZ]

I have some code which I will dig up that does just that. What this space...

David

[Paul Boothroyd]

Thanks David

I worked it out last night. I will post my code for everyone later on today. It always seems that I can work on something for days, and as soon as I ask for help, I figure it out.

Paul Boothroyd
Boston Children's Hospital Trust

[Paul Boothroyd]

For all to use:

Here is the code(C#) for adding a Proposal:

Assumes API and a CRecord are already setup and initialized.

CProspect oProspect;
CProposal oProposal;

// You cannot condense the following steps.

oProspect= (CProspect)oRecord.Prospect;

oProposal=oProspect.Proposals.Add();

// Now fill out the fields as normal making sure all required fields are filled. ie:

oProposal.set_Fields(EPROPOSALFields.PROPOSAL_fld_PROPOSAL_NAME, "New Proposal");

// When done filling out the fields

oRecord.Save();

Watch out for scope issues. They can bite you hard. They kept giving me unusual errors preventing me from figuring this out for a while.

Enjoy

Paul Boothroyd
Boston Children's Hospital Trust