Public Function create_opp(ByVal opp_name As String, _
ByVal acct_id As String, _
ByVal con_first As String, _
ByVal con_last As String, _
ByVal con_phone As String, _
ByVal terr_name As String, _
ByVal amt As Currency, _
ByVal close_date As String, _
ByVal sales_stage As String, _
ByVal lead_source As String, _
ByVal the_currency As String, _
ByVal prob As String, _
ByVal process As String, _
ByVal user_name As String, _
ByVal create_date As String, _
ByVal gen_time_bombs As Boolean, _
ByVal int_fld1 As String, _
ByVal int_val1 As Long, _
ByVal int_fld2 As String, _
ByVal int_val2 As Long, _
ByVal str_fld1 As String, _
ByVal str_val1 As String, _
ByVal str_fld2 As String, _
ByVal str_val2 As String,
ByVal date_fld1 As String, _
ByVal date_val1 As String) As Integer
Public Function create_opp_list(ByVal opp_name As String, _
ByVal acct_id As String, _
ByVal con_first As String, _
ByVal con_last As String, _
ByVal con_phone As String, _
ByVal terr_name As String, _
ByVal amt As Currency, _
ByVal close_date As String, _
ByVal sales_stage As String, _
ByVal lead_source As String, _
ByVal the_currency As String, _
ByVal prob As String, _
ByVal process As String, _
ByVal user_name As String, _
ByVal create_date As String, _
ByVal gen_time_bombs As Boolean, _
Optional fld_list As Variant, _
Optional type_list As Variant, _
Optional val_list As Variant) As Integer
Description
These APIs are used to create opportunities. The opportunity name must be specified. All other data is optional. The account, contact, territory, stage, source, currency, and process may be specified. You may generate time bombs for business rules, or not. Also, an amount and a probability may be specified.
The ID of the
newly-created opportunity will be returned in fcsfa.ret_id_num. The
objid of the opportunity will be returned in fcsfa.ret_objid.
Parameters
Parameter Name Required? Description
opp_name Yes Name of the opportunity
acct_id No ID of the related account
con_first, con_last, No Name and phone number of related contact. If a contact is to be specified, all
con_phone three must be given
terr_name No Name of the territory. If blank, the default territory is used
amt No Amount of the opportunity. Must be numeric
close_date No Close date of the opportunity. If blank, the current date/time are used
sales_stage Yes Sales stage for the opportunity.
lead_source No Lead source for the opportunity. If blank, default source is used
the_currency No Currency for the opportunity. If blank, default currency is used.
prob No Probability of opportunity close. Must be numeric, and between 0 and 1
process No Process for the opportunity. If blank, default process is used
user_name No Creator of the opportunity. If blank, the current user is used
create_date No When was the opportunity created? If blank, current date/time is used
gen_time_bombs Yes Should time_bombs be built for business rule evaluation
int_fld1, int_fld2 No Names of additional fields to write
str_fld1, str_fld2
date_fld1
int_val1, int_val2 No Values for the additional fields. These values are only used if the
str_val1, str_val2 corresponding field name field is filled with a valid field name
date_val1
fld_list Yes List of additional field names to write. List must be present, but does not
need to have any items in the list
type_list Yes List of additional field data types to write. List must be present, but does not
need to have any items in the list
val_list Yes List of additional field values to write. List must be present, but does not
need to have any items in the list
Returns
Value Meaning
0 No errors
-1 No opportunity name was supplied
-2 The supplied account ID could not be found
-3 The specified contact could not be found
-4 The specified territory could not be found
-5 The specified lead source could not be found
-6 The sales stage supplied is not valid
-7 The currency specified is not valid
-8 The specified process/life cycle could not be located
-9 The probability supplied is not numeric or is not between 0 and 1
-10 Cannot find the specified user
-11 The specified cycle stage is not valid
-12 Cannot find the Create opportunity activity string
-13 Cannot find the Won activity string
-14 Cannot find the Lost activity string
Examples
· Create a new opportunity. Specify an account, a contact, a territory, an amount (123.33), a close date, the stage, the source, the currency, a probability of .5, a process of 'default'. Use the current user name and time. Generate time bombs. Also, specify a new string field.
Field version:
JavaScript:
var ret_int = fcsfa.create_opp("My opp", "AN_CUST1", "a", "b", "c",
"The World", "123.33", "1/1/00", "Lost", "Default",
"US Dollar", ".5", "default", "", "", true, "", 0, "", 0,
"x_objective", "foobar", "", "", "", "");
Visual Basic:
Dim ret_int As Integer
Dim opp_id As String
ret_int = fcsfa.create_opp("My opp", "AN_CUST1", "a", "b", "c", "The World", _
"123.33", "1/1/00", "Lost", "Default", "US Dollar", _
".5", "default", "", "", True, "", 0, "", 0, _
"x_objective", "foobar", "", "", "", "")
List version:
JavaScript:
var fld_list = Server.CreateObject("FCFLCOMPAT.FCLIST");
var type_list = Server.CreateObject("FCFLCOMPAT.FCLIST");
var val_list = Server.CreateObject("FCFLCOMPAT.FCLIST");
fld_list.AppendItem("x_objective");
type_list.AppendItem("String");
val_list.AppendItem("foobar");
var ret_int = fcsfa.create_opp("My opp", "AN_CUST1", "a", "b", "c",
"The World", "123.33", "1/1/00", "Lost", "Default",
"US Dollar", ".5", "default", "", "", true, fld_list
type_list, val_list);
Visual Basic:
Dim ret_int As Integer
Dim fld_list As New FCList
Dim type_list As New FCList
Dim val_list As New FCList
fld_list.AppendItem("x_objective")
type_list.AppendItem("String")
val_list.AppendItem("foobar")
ret_int = fcsfa.create_opp("My opp", "AN_CUST1", "a", "b", "c", "The World", _
"123.33", "1/1/00", "Lost", "Default", "US Dollar", _
".5", "default", "", "", True, fld_list, _
type_list, val_list)