| Org Chart GM 7.51.81009 | |
Posted: Wed Dec 12, 2012 12:52 pm |
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king123 |
Cuckoo for GoldMine Puffs |
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How do I auto create org chart in GM 7.51.81009? Can i do it Goldmine? if yes how? (i have tons of new records and need to create org chart for them).
If not through Goldmine, maybe by Goldbox 7? If yes, how can i do that?
Thanks in advance. |
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Posted: Wed Dec 12, 2012 7:31 pm |
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bgannett |
GoldMine Guru |
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GM will crerate the org chart though GoldBox is usually better.
In the Goldmine's Users Manual, go to the chapter "Crating Organization Charts" which, I believe in on page 82.
By the way, they should be on GM 7.6 which is a major (AND LAST) upgrade for GMCE. |
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Posted: Thu Dec 13, 2012 1:09 pm |
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king123 |
Cuckoo for GoldMine Puffs |
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I would prefer to do it with Goldbox, but according to our tech GB 7 doesn't support that?
Also can you link me to the guide you are referring?
Thanks |
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Posted: Thu Dec 13, 2012 2:50 pm |
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bgannett |
GoldMine Guru |
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Posted: Thu Dec 13, 2012 3:17 pm |
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king123 |
Cuckoo for GoldMine Puffs |
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bgannett, thanks I do see the Guide however it doesn't give me an option to run it for a group of contacts.
Any idea if we can do that with Goldbox 7 ? If yes, how is that possible? We know how to do it with Goldbox 5, but cant find how to do it with Goldbox 7?
Thanks alot. |
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Posted: Fri Dec 14, 2012 4:51 am |
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bgannett |
GoldMine Guru |
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Joined: 07 Sep 2007 |
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Location: Pacific NorthWest |
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In my GoldBox-7 Version 2011A when I click on "Help" then "Help System" I could then enter Org or OrgChart and it then provides instructions on how to build multiple org charts.
If you need help with this I recommend contacting Bob Taylor. |
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Posted: Wed Dec 19, 2012 3:27 pm |
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BobTaylor |
GoldBox Guru |
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Joined: 07 Sep 2007 |
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Location: Jacksonville, FL |
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For GoldBox 7 (or 9), the former utility OrgChart Creator was removed and replaced by the Vitrual OrgChart.(VOC). In many ways, that's good; but not here.
The VOC is based on a View, and it's not possible to use a filter (like the InGroup() function) for record selection for the charts. So, you'd have to find a way to integrate a query that will select your Group records with the query that already has to be constructed to drive the View. Frankly, I don't know if that can be done or not, and can't invest the time to determine that for free.
Another approach, one that will be familiar to you, Bob G, is to find or make a field that can be used as a tag field to indicate Group membership. That could be integrated with the View's query easily, and updating that field could be managed by GX automation. |
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_________________ Bob Taylor
Bob Taylor Consulting
(904)646-9861
www.goldboxbob.com
Consulting with GoldBox and GoldMine since 1997. |
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Posted: Thu Dec 20, 2012 7:24 am |
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bgannett |
GoldMine Guru |
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Thanks Bob, that is good information. Hope it help King123. |
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Posted: Fri Dec 21, 2012 11:36 am |
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Paul Laufer |
GoldBox Guru |
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Joined: 27 Oct 2008 |
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If you want to find all contacts who are in any of three groups...
Code: |
select accountno from contact1 where accountno in (select accountno from contgrps where userid in (select recid from contgrps where accountno like '*M_ %' and ref in ('Students 2011','Top Ten List','Purchased Leads 2012'))) |
That could be incorporated into your query in the Virtual Org Chart. |
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