private int getIdFromValue(
ComponentContext context,
CRMConnection connection,
String className,
String tableName,
String value) {
// Reuse the value between calls
String globalParam =
"com.concursive.connect.workflow.components.crm.SaveAsAccount"
+ "."
+ className
+ "."
+ tableName
+ "."
+ value;
// Check the global workflow store
Integer globalValue = (Integer) context.getGlobalParameter(globalParam);
if (globalValue != null) {
return globalValue;
}
// Not found so load it from the server
try {
ArrayList<String> meta = new ArrayList<String>();
meta.add("code");
connection.setTransactionMeta(meta);
DataRecord list = new DataRecord();
list.setName(className);
list.setAction(DataRecord.SELECT);
list.addField("tableName", tableName);
list.addField("description", value);
connection.save(list);
if (connection.hasError()) {
throw new Exception(connection.getLastResponse());
}
if (connection.getRecordCount() == 0) {
throw new Exception("Records not found on request");
}
int foundValue = Integer.parseInt(connection.getResponseValue("code"));
context.setGlobalParameterIfAbsent(globalParam, foundValue);
return foundValue;
} catch (Exception e) {
e.printStackTrace();
}
return -1;
}
private void checkCookie(ComponentContext context, CRMConnection connection, String cookie) {
if (connection != null) {
String sCookie = connection.getCookie();
if (sCookie != null && (cookie == null || !cookie.equals(sCookie))) {
cookie = sCookie;
context.setGlobalParameter(parameterName, cookie);
}
}
}
public boolean execute(ComponentContext context) {
int businessEmailType = -1;
int businessAddressType = -1;
int businessPhoneType = -1;
int advertisementLeadSourceType = -1;
int webLeadSourceType = -1;
int businessFaxType = -1;
int stageUnclaimed = -1;
int stageSuggested = -1;
int stageRequested = -1;
String url = "";
String domainName = "";
String code = "";
String clientId = "";
// A reusable connection
CRMConnection connection = null;
// Populate the variables
if (!StringUtils.hasText(context.getParameter("suite.url"))) {
url = context.getApplicationPrefs().get("CONCURSIVE_CRM.SERVER");
} else {
url = context.getParameter("suite.url");
}
if (!StringUtils.hasText(context.getParameter("suite.domainName"))) {
domainName = context.getApplicationPrefs().get("CONCURSIVE_CRM.ID");
} else {
domainName = context.getParameter("suite.domainName");
}
if (!StringUtils.hasText(context.getParameter("suite.code"))) {
code = context.getApplicationPrefs().get("CONCURSIVE_CRM.CODE");
} else {
code = context.getParameter("suite.code");
}
clientId = context.getApplicationPrefs().get("CONCURSIVE_CRM.CLIENT");
// Create the connection
connection = new CRMConnection();
connection.setUrl(url);
connection.setId(domainName);
connection.setCode(code);
// connection.setClientId(clientId);
// NOTE: the CRMConnection invalidates sessions preventing this from working
/*if (cookie != null) {
connection.setCookie(cookie);
}*/
// Related info is needed for updating an Account
// Load a Hashmap to pass these values around...
HashMap<String, Integer> lookupListValues = new HashMap<String, Integer>();
// Note: Hacked together as a short term fix to make the components thread-safe.
businessEmailType =
this.getIdFromValue(
context,
connection,
"lookupContactEmailTypesList",
"lookup_contactemail_types",
"Business");
lookupListValues.put("businessEmailType", businessEmailType);
businessPhoneType =
this.getIdFromValue(
context,
connection,
"lookupContactPhoneTypesList",
"lookup_contactphone_types",
"Business");
lookupListValues.put("businessPhoneType", businessPhoneType);
businessFaxType =
this.getIdFromValue(
context,
connection,
"lookupContactPhoneTypesList",
"lookup_contactphone_types",
"Business Fax");
lookupListValues.put("businessFaxType", businessFaxType);
businessAddressType =
this.getIdFromValue(
context,
connection,
"lookupContactAddressTypesList",
"lookup_contactaddress_types",
"Business");
lookupListValues.put("businessAddressType", businessAddressType);
advertisementLeadSourceType =
this.getIdFromValue(
context,
connection,
"lookupContactSourceList",
"lookup_contact_source",
"Advertisement");
lookupListValues.put("advertisementLeadSourceType", advertisementLeadSourceType);
webLeadSourceType =
this.getIdFromValue(
context, connection, "lookupContactSourceList", "lookup_contact_source", "Web");
lookupListValues.put("webLeadSourceType", webLeadSourceType);
stageUnclaimed =
this.getIdFromValue(
context, connection, "lookupAccountStageList", "lookup_account_stage", "Unclaimed");
lookupListValues.put("stageUnclaimed", stageUnclaimed);
stageSuggested =
this.getIdFromValue(
context, connection, "lookupAccountStageList", "lookup_account_stage", "Suggested");
lookupListValues.put("stageSuggested", stageSuggested);
stageRequested =
this.getIdFromValue(
context, connection, "lookupAccountStageList", "lookup_account_stage", "Requested");
lookupListValues.put("stageRequested", stageRequested);
// Find the account's orgId
int orgId = -1;
String orgName = null;
{
// Add Meta Info with fields required
ArrayList<String> meta = new ArrayList<String>();
meta.add("orgId");
meta.add("name");
connection.setTransactionMeta(meta);
// Find the account id
DataRecord record = new DataRecord();
record.setName("accountList");
record.setAction(DataRecord.SELECT);
record.addField("custom1", context.getParameter("lead.custom1"));
connection.save(record);
orgId = Integer.parseInt(connection.getResponseValue("orgId"));
orgName = connection.getResponseValue("name");
}
// An orgId to update must exist
if (orgId == -1) {
return false;
}
// Load the Account Owner's User id
int ownerId = 1;
{
// Reuse the value between calls
String lastNameToUse = "ConnectSales";
String globalOwnerIdParam = getUniqueName() + ".contactList.lastName." + lastNameToUse;
// Check the global workflow store
Integer globalValue = (Integer) context.getGlobalParameter(globalOwnerIdParam);
if (globalValue != null) {
System.out.println("UpdateAsAccount-> User |" + lastNameToUse + "| not found on CRM");
ownerId = globalValue;
} else {
// Add Meta Info with fields required
ArrayList<String> meta = new ArrayList<String>();
meta.add("userId");
connection.setTransactionMeta(meta);
// Find the sales person
DataRecord record = new DataRecord();
record.setName("contactList");
record.setAction(DataRecord.SELECT);
record.addField("employeesOnly", "1");
record.addField("lastName", lastNameToUse);
connection.save(record);
int foundValue = Integer.parseInt(connection.getResponseValue("userId"));
context.setGlobalParameterIfAbsent(globalOwnerIdParam, foundValue);
ownerId = foundValue;
}
}
// Update the matching account
DataRecord account = new DataRecord();
account.setAction(DataRecord.UPDATE);
account.setName("account");
account.addField("id", orgId);
account.addField("name", orgName);
account.addField("enteredBy", "$U{default}");
account.addField("modifiedBy", "$U{default}");
// Change the stage of the account
if (StringUtils.hasText(context.getParameter("lead.stageName"))) {
account.addField("stageName", context.getParameter("lead.stageName"));
if (context.getParameter("lead.stageName").equalsIgnoreCase("Unclaimed")) {
account.addField("stageId", stageUnclaimed);
} else {
if (context.getParameter("lead.stageName").equalsIgnoreCase("Requested")) {
account.addField("stageId", stageRequested);
} else {
if (context.getParameter("lead.stageName").equalsIgnoreCase("Suggested")) {
account.addField("stageId", stageSuggested);
}
}
}
} else {
account.addField("stageName", "Unclaimed");
account.addField("stageId", stageUnclaimed);
}
connection.save(account);
// Will be adding several records, so make sure we add them as a group...
connection.setAutoCommit(false);
// Add the user information as a contact...
// Account record transaction: Contact
DataRecord contact = new DataRecord();
contact.setAction(DataRecord.INSERT);
contact.setShareKey(true);
contact.setName("contact");
contact.addField(
"source", webLeadSourceType > -1 ? webLeadSourceType : advertisementLeadSourceType);
contact.addField("accessType", "$AT{GENERAL_CONTACT_PUBLIC}");
contact.addField("orgId", orgId);
contact.addField("enteredBy", "$U{default}");
contact.addField("modifiedBy", "$U{default}");
contact.addField("owner", ownerId);
if (StringUtils.hasText(context.getParameter("lead.custom1"))) {
contact.addField("custom1", context.getParameter("lead.custom1"));
}
if (StringUtils.hasText(context.getParameter("lead.firstName"))) {
contact.addField("nameFirst", context.getParameter("lead.firstName"));
}
if (StringUtils.hasText(context.getParameter("lead.lastName"))) {
contact.addField("nameLast", context.getParameter("lead.lastName"));
}
if (StringUtils.hasText(context.getParameter("lead.company"))) {
contact.addField("company", context.getParameter("lead.company"));
}
if (StringUtils.hasText(context.getParameter("lead.webPage"))
&& context.getParameter("lead.webPage").indexOf("${") == -1) {
contact.addField("url", context.getParameter("lead.webPage"));
}
connection.save(contact);
// Account record transaction: Contact's Email Address
DataRecord email = new DataRecord();
if (StringUtils.hasText(context.getParameter("lead.businessEmail"))
&& businessEmailType > 0
&& context.getParameter("lead.businessEmail").indexOf("${") == -1) {
email.setName("contactEmailAddress");
email.addField("email", context.getParameter("lead.businessEmail").trim());
email.addField("type", businessEmailType);
email.addField("contactId", "$C{contact.id}");
email.addField("enteredBy", "$U{default}");
email.addField("modifiedBy", "$U{default}");
email.setAction(DataRecord.INSERT);
connection.save(email);
}
// Submit everything...
boolean success = connection.commit();
if (!success) {
System.out.println("UpdateAsAccount-> Commit message: " + connection.getLastResponse());
return false;
}
return true;
}