Bookshelf v7.5: CSSBCProposal Methods

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CSSBCProposal Methods

This section describes the methods that are implemented in the CSSBCProposal Class.

GenerateProposal

The GenerateProposal method provides auto-proposal capability, which automatically picks the default proposal template and copies the content structure over to the proposal record.

NOTE: If a proposal template has already been picked on the current proposal, the RemoveExistingProposal method is called to remove the existing proposal content structure.


Argument	Description
bRecordExists	If FALSE, then a new record will be created and used to create a new proposal. If TRUE, the current selected proposal is used. The AutoProposal button calls this method with this argument set to FALSE.
bReplace	If TRUE, the template file is copied from the template into the proposal (as a draft file). You should typically call this method with this argument set to FALSE.
strTemplateValue	A string that specifies the name of the template to use. When a string is passed into this argument, the proposal searches for the first template record whose name contains the string passed rather than using the default template. The default value of this argument is NULL.


Origin	Implemented in CSSBCProposal.
Invocable	You can invoke GenerateProposal from server script, browser script, and business services. You can also invoke this method through custom buttons and commands.

RemoveExistingProposal

The RemoveExistingProposal method removes the existing content structure (sections, components, and so on) defined on the current proposal record based on a proposal template that has already been picked. After removing the existing structure, this method regenerates a proposal based on the new template. This method is typically called when re-picking a template or when the original proposal template has changed.


Origin	Implemented in CSSBCProposal.
Invocable	You can invoke RemoveExistingProposal from server script, browser script, and business services. You can also invoke this method through custom buttons and commands.

RequestAllFiles

The RequestAllFiles method marks proposals and literature files for downloading to mobile Web clients. It goes through the complete content structure of the current proposal and sets the File Dock Request Flag for the template file and literature files specified under section components. The next time the user synchronizes, the marked files are downloaded to the mobile Web client.


Origin	Implemented in CSSBCProposal.
Invocable	You can invoke RequestAllFiles from server script, browser script, and business services. You can also invoke this method through custom buttons and commands.

TemplateAlreadyExists

The TemplateAlreadyExists method determines if a template has been picked for the current proposal record.


Origin	Implemented in CSSBCProposal.
Invocable	You can invoke TemplateAlreadyExists from server script, browser script, and business services. You can also invoke this method through custom buttons and commands.