UFN_PROSPECTPLANSUMMARY
Inline table function that returns summary of prospect plans (last step, next step, etc.)
Return
Return Type |
---|
table |
Definition
Copy
CREATE function dbo.UFN_PROSPECTPLANSUMMARY()
returns table
as
return (
select
C.ID,
(
select
max(ACTUALDATE)
from
dbo.PROSPECTPLAN PP
inner join dbo.INTERACTION I on I.PROSPECTPLANID=PP.ID
where
PP.PROSPECTID=C.ID
) LASTSTEP,
case when PP.ISACTIVE = 1 and datediff(day,(
select
max(ACTUALDATE)
from
dbo.PROSPECTPLAN PP
inner join dbo.INTERACTION I on I.PROSPECTPLANID=PP.ID
where
PP.PROSPECTID=C.ID
),getdate())>=90 then 'RES:warning' else '' end NORECENT,
(
select min(I.EXPECTEDDATE)
from PROSPECTPLAN PP
inner join dbo.INTERACTION I on I.PROSPECTPLANID=PP.ID
where
PP.PROSPECTID=C.ID and
I.ID = dbo.UFN_PROSPECTPLAN_GETNEXTSTEP(PP.ID) and
I.COMPLETED=0
) NEXTSTEP,
NF.NAME,
C.KEYNAME,
(
select dbo.UDA_BUILDLIST(distinct SITE.NAME)
from
dbo.PROSPECTPLAN PP
cross apply dbo.UFN_PROSPECTPLAN_GETSITES(PP.ID) PLANSITE
inner join dbo.SITE on SITE.ID = PLANSITE.SITEID
where
PP.PROSPECTID=C.ID
) SITES
from
dbo.CONSTITUENT C
left outer join dbo.PROSPECTPLAN PP on PP.PROSPECTID=C.ID
outer apply dbo.UFN_CONSTITUENT_DISPLAYNAME(C.ID) NF
where
dbo.UFN_CONSTITUENT_ISPROSPECT(C.ID) = 1
)