Programmatically duplicating BCM's "Link to Record" function

[AnneC]

I want to replicate the function of the "link to record" button (to link to a
specific BCM project) and the "billable" BCM button for appointments as they
are created.

The best clue I've found is here
http://msdn.microsoft.com/en-us/library/bb267929.aspx, which implies I need
to create a journal item, then link that to the project, then link the
journal item to the appointment. Anyone know whether this is actually what
"Link to Record" does?

I have no idea how to set the billable property. Sounds like it should be
straightforward, but I can't find any documentation on where is it or what's
the format. Any thoughts?

[Luther Blissett]

Post by AnneC
I want to replicate the function of the "link to record" button (to link to a
specific BCM project) and the "billable" BCM button for appointments as they
are created.
The best clue I've found is herehttp://msdn.microsoft.com/en-us/library/bb267929.aspx, which implies I need
to create a journal item, then link that to the project, then link the
journal item to the appointment. Anyone know whether this is actually what
"Link to Record" does?
I have no idea how to set the billable property. Sounds like it should be
straightforward, but I can't find any documentation on where is it or what's
the format. Any thoughts?

I would recommend looking at the BCM database schema as a starting
point. I suspect Billable is a property of activities. And that link
to record would a record in a relationship table, linking a record in
an activity table to a record in the ContactMainTable.

[LH]

Post by Luther Blissett

Post by AnneC
I want to replicate the function of the "link to record" button (to link to a
specific BCM project) and the "billable" BCM button for appointments as they
are created.
The best clue I've found is herehttp://msdn.microsoft.com/en-us/library/bb267929.aspx, which implies I need
to create a journal item, then link that to the project, then link the
journal item to the appointment. Anyone know whether this is actually what
"Link to Record" does?
I have no idea how to set the billable property. Sounds like it should be
straightforward, but I can't find any documentation on where is it or what's
the format. Any thoughts?

I would recommend looking at the BCM database schema as a starting
point. I suspect Billable is a property of activities. And that link
to record would a record in a relationship table, linking a record in
an activity table to a record in the ContactMainTable.

Anne, I guess you might have already solved this problem. If so, I would be
grateful if you could post your solution (the code) because I have the same
problem with 'link to record'. I'm trying to link an email to a business
project programmatically but none of my solutions works.

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