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VIC CRM for Notes - Feature Request: Not quite a bug and not really a feature request


This is more of a usability issue, most of the "Create" agents rely on a selected document and when jumping into the application and clicking Create->Person (for example), you may get the error "Agent failed, To run this agent you must at least one document selected"...

Below is a mod I made to the one of these agents... The agent property should also be changed so that the "Target" is None (instead of Selected Document)... This does a few things:
1. Allows agent to be utilized for ALL creation scenerios (clean or inherited values)
2. Prevent errors when no doc is selected

NOTE: When the agent is fired from a view or in a document, its "UnProcessedDocument" is the currently highlighted (not really the selected) view document or the currently open document. I left the "dc.count > 1" in there for consistency. (in other selection based agents)... You will typically have 0 or 1 doc in the doc collection...

<snip>
Set dc = this_db.UnprocessedDocuments
If dc.Count > 1 Then
PromptOK("You have selected more than one document from which to create a new document from.")
Exit Sub
Elseif dc.Count = 1 Then
'We're getting only the first selected document in the view.
Set view_doc = dc.GetFirstDocument()
If Not (view_doc Is Nothing) Then
cImport = PromptYesNo("Do you want to include information from the currently selected document?")
End If
End If
</snip>



Taken Actions by Owners

Defect has been fixed.


The code shown in the suggested fix is wrapped with the following:
set dc = this_db.UnprocessedDocuments
If dc.Count = 0 Then
cImport = False
Else
<<remaining code>>
End If


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You can use the rich text editor for rich text formating. You can also enter HTML to embed objects, e.g. to embed a YouTube video or a screenshot of the project. In this case use '[' and ']' to mark the passthrough HTML as such.

Please note that the first time you use the new UI your description is converted from rich text to MIME. You might want to copy and paste the raw plain text from the old UI in the new UI so that you don't loose information.