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Old 05-22-2007, 07:57 PM   #1 (permalink)
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New Proposals with the API

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
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Old 05-23-2007, 04:16 AM   #2 (permalink)
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I have some code which I will dig up that does just that. What this space...

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Old 05-23-2007, 06:19 AM   #3 (permalink)
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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
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Old 05-23-2007, 08:45 PM   #4 (permalink)
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Blackbaud Products
- Raiser's Edge (RE)
- Information Edge (TIE)
- Financial Edge (FE)
- API/VBA

New Proposal Code

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
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