Here are directions to ask for a contact, company, group or opportunity when a new record is created.  The settings you need to change in the preferences are located in the documents folder  “Durkin Impact V5\Durkin.UI.Toolkit\Durkin.UI.Impact.v5.Config.xml”

 

For each custom table you need to set the need to ask, type and current

<ConfigDataSet>

<PreferenceName>[Custom Table].NeedtoAsk</PreferenceName>

<PreferenceValue>TRUE</PreferenceValue>

</ConfigDataSet>

<ConfigDataSet>

<PreferenceName>[Custom Table].needtoAsk:type</PreferenceName>

<PreferenceValue>[ACT entity ie COMPANY, CONTACT, GROUP or OPPORTUNITY]</PreferenceValue>

</ConfigDataSet>

<ConfigDataSet>

<PreferenceName>[Custom Table].needtoAsk:current</PreferenceName>

<PreferenceValue>[TRUE or FALSE]</PreferenceValue>

</ConfigDataSet>

 

 

For example the below would set the projects table to ask for the company on each new record

 

<ConfigDataSet>

<PreferenceName>PROJECTS.needtoAsk</PreferenceName>

<PreferenceValue>True</PreferenceValue>

</ConfigDataSet>

<ConfigDataSet>

<PreferenceName>PROJECTS.needtoAsk:type</PreferenceName>

<PreferenceValue>COMPANY</PreferenceValue>

</ConfigDataSet>

<ConfigDataSet>

<PreferenceName>PROJECTS.needtoAsk:current</PreferenceName>

<PreferenceValue>TRUE</PreferenceValue>

</ConfigDataSet>

See also