{"id":525,"date":"2012-01-30T19:10:04","date_gmt":"2012-01-30T19:10:04","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=525"},"modified":"2012-01-30T19:10:04","modified_gmt":"2012-01-30T19:10:04","slug":"set-default-action-based-on-file-extension-at-the-time-of-document-drop","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/01\/30\/set-default-action-based-on-file-extension-at-the-time-of-document-drop\/","title":{"rendered":"Set default action based on file extension at the time of document drop"},"content":{"rendered":"

In Sage CRM, we have the document drop functionality. We can drag the document on document drop icon and it will open the communication task screen with the attached document. Now suppose we want to set the default action value of communication based on the document extension. For example if the document is word then the action will be \u201cLetter In\u201d. \u00a0Below is the simple client side script that you can add on the custom content box of the communication screen to achieve the same.
\n< snippet ><\/strong>
\nvar sDocumentName=\u201d\u201d;<\/em>
\nvar\u00a0 FileExt=\u201d\u201d;<\/em>
\nsDocumentName= new String(GetKeyValue(“SaveDocName”));<\/em>
\nif(sDocumentName==”” || sDocumentName==”null” || sDocumentName==”undefined”)sDocumentName=””;<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if(sDocumentName!=””)<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 {<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 FileExt = new String(sDocumentName.substr(sDocumentName.lastIndexOf(‘.’) + 1));<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if(FileExt==”” || FileExt==”null” || FileExt==”undefined”)FileExt=””;<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 if(FileExt==’pdf’)<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 {<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 document.EntryForm.comm_action.value=’Ref’;<\/em>
\n\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 }<\/em>
\n}<\/em>
\n< \/snippet ><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage CRM, we have the document drop functionality. We can drag the document on document drop icon and it will open the communication task screen with the attached document. Now suppose we want to set the default action value of communication based on the document extension. For example if the document is word then\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11,332],"tags":[],"class_list":["post-525","post","type-post","status-publish","format-standard","hentry","category-action-sage-crm","category-sage-crm"],"yoast_head":"\nSet default action based on file extension at the time of document drop - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/01\/30\/set-default-action-based-on-file-extension-at-the-time-of-document-drop\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Set default action based on file extension at the time of document drop - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage CRM, we have the document drop functionality. 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