Sage CRM

I have a fairly modified customer on Sage CRM 7.0i. Lots of workflows in place, lots of field level scripting, etc. On the Document entry screen we're defaulting many fields based on various criteria. I can't seem to get the document owner field to let me override the user with a different user via a create script. Anybody know if there is a trick to this? (@PeterWolf ?)

Can you post your create script? I can send it to the team for review.

Thanks Peter, I'll grab a copy of the latest version, but we've stripped it down to nothing more than: Default Value = ##; (## is user id) ReadOnly = True; or Default Value = ""John Smith""; ReadOnly = True; Tried with and without the read only line. That helped on some of our other fields but the owner field not working the same.

If we could see the exact code, that would be best. From the above ""Default Value"" s/b ""DefaultValue"" - I'm guessing it's correct in the true tablescript.

Yeah that was just my typo. I'm working on this with someone else, he has a copy of their CRM on his system and he left. He'll send it to me when he gets where he's going. Thanks.

I'm working on this with someone else"" ... wow ... that hurts man. That really hurts. Either way - post the code and let's take a look at it. My team isn't aware of any limitations on this that should be preventing you from changing the owner.

Dude...I mean Jim my partner here at neo3. Not another var, relax! When it get's really hairy, you'll be the first one in on it.

Here's the latest attempt: if(CurrentUser.user_primarychannelid=='31') { DefaultValue='175'; ReadOnly='True'; }

Whew ... I had just started sobbing in my coffee when I read that last message. ;) I sent the code to the team - let's see what they come back with.

From the team: Are they trying to add a new Document or edit an existing? Does the field appear as Read Only? Are they sure the contents of the IF statement are evaluating as true?

New Document. yes, the field appears as read only(but we only added that after we found a post on the Sage CRM Community.) The IF is evaluating as true. We have the exact same IF on about 5 other fields on the new document screen and they are all defaulting as we want them too. And I'm sorry about the tears in the coffee...

@PeterWolf --bump-- any thing from the team?

Did you try removing the Default Value on the field set up? 1. Go to Admin > Customization : Documents. 2. Click the Owner field. 3. Under the Default drop-down, select ""No Default"".

Ah Ha! You're the man, thanks @PeterWolf . Now I've got to make sure all the scenarios where a new document gets created have ""coded"" defaults.

Glad to help. The eware dll looks to field level defaults first and foremost over create script code with all entities.