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Tag: SDK

Introducing the SDK Toolkit extension in Dovetail Carrier

August 2, 2016 We recently released an updated version of Dovetail Carrier, and this version includes a new SDK Toolkit Extension. I’m super excited about this new extension – so lets get into the details. But first, a quick refresher on Dovetail Carrier.   What is Dovetail Carrier? Carrier is a flexible and customizable message handling framework for your Dovetail or Clarify CRM application. It allows the automation of virtually any internal CRM processes associated with communicating with external systems. Carrier uses messaging, a method of communication between software components or applications that enables distributed communication that is loosely coupled, to enable organizations to establish efficient dataflow between their systems.   Extensions The Carrier framework is designed to support extensions to its baseline capabilities, for implementing solutions to your organization's business needs. Extensions shipped by Dovetail have been designed to be customizable and…

Notifying the Yankee

October 31, 2011 Last we left off, we turned a pseudo relation into an exclusive relation. Specifically, we created a participant2user relation, which allowed us to traverse from an activity to the user who participated in the activity with a path like: focus_obj2act_entry:fact2participant(role_code=1):participant2user:login_name Real World Usage As promised, lets give this some real world usage. Specifically, lets use this to notify someone when a case (or other workflow object) is yanked from them. A few years ago, I showed how to implement yank notifications by email. In that post, I gave some details about the challenges behind using a business rule to do this: The problem with implementing this as a business rule is that there is no data that holds onto the previous owner. Clarify's solution to this is to have the Classic Client always send an integrated Notifier message (insert into…

SDK based web apps in a 64-bit environment

June 17, 2011 I wanted to drop a little update regarding some upcoming changes, specifically in regards to our classic web applications (Dovetail Agent, Dovetail Admin, and Dovetail SelfService) operating in a 64-bit environment.   If you’re not running one of those web apps in a 64-bit environment, then don’t sweat this post – head off and read something more interesting :) Currently, we require our classic web apps to run in a 32-bit mode. Why? Because the Dovetail SDK is currently 32-bit only but that will change with SDK version 3.0.   Update: 3/28/2012:   Now that Dovetail SDK 3.0 has been released (which supports both 32 and 64-bit COM objects), I wanted to drop a little update here.   Dovetail Agent 4.5 can now be run in 64-bit mode. This requires the 64-bit version of SDK (version 3.0 or higher) be installed.   Dovetail Admin (any version) can…

Developer Walkthrough – Workflow Event Handling

September 17, 2009 Dovetail SDK is a software development kit for writing applications, using .NET, to access Clarify™ databases. One of the more common requirements for objects created for Clarify is performing workflow operations on those objects, such as assigning cases or dispatching change requests. Dovetail SDK provides a powerful set of tools to make workflow operations easy to implement. This guide explains how to get started. Using WorkflowManager for Workflow Actions Dovetail SDK supports the following Workflow Methods for Queueable Objects in Clarify with the WorkflowManager object:AcceptAssignDispatchForwardMoveRejectYankChangeStatusQueueable Object Types that are currently supported:CASE, SUBCASE, DEMAND_DTL, TASK, OPPORTUNITY, CONTRACT, BUG, PROBDESC, DIALOGUEAll of these methods follow the same basic model for parameters. For example, the Dispatch method takesid number of the object being dispatchedtype of object being dispatchedqueue that the object is being dispatched totime that the dispatch occurredlogin name of the user performing the…