USP_DATAFORMTEMPLATE_ADD_ADDPROSPECTPLANSPROCESS

The save procedure used by the add dataform template "Add Prospect Plans Process Add Form".

Parameters

Parameter	Parameter Type	Mode	Description
@ID	uniqueidentifier	INOUT	The output parameter indicating the ID of the record added.
@CHANGEAGENTID	uniqueidentifier	IN	Input parameter indicating the ID of the change agent invoking the procedure.
@CURRENTAPPUSERID	uniqueidentifier	IN	Input parameter indicating the ID of the current user.
@NAME	nvarchar(100)	IN	Name
@DESCRIPTION	nvarchar(255)	IN	Description
@IDSETREGISTERID	uniqueidentifier	IN	Constituent selection
@PROSPECTMANAGERFUNDRAISERID	uniqueidentifier	IN	Manager for new prospects
@PROSPECTPLANNAME	nvarchar(100)	IN	Plan name
@PROSPECTPLANTYPECODEID	uniqueidentifier	IN	Plan type
@NARRATIVE	nvarchar(1000)	IN	Narrative
@PLANOUTLINEID	uniqueidentifier	IN	Plan outline
@STARTDATETYPECODE	tinyint	IN	Plan start date
@STARTDATE	date	IN
@DAYSBEFOREORAFTER	int	IN
@PRIMARYMANAGERFUNDRAISERID	uniqueidentifier	IN	Primary manager
@SECONDARYMANAGERFUNDRAISERID	uniqueidentifier	IN	Secondary manager
@SECONDARYFUNDRAISERS	xml	IN	Secondary solicitors
@SITES	xml	IN	Sites
@OPPORTUNITYTYPECODEID	uniqueidentifier	IN	Opportunity type
@EXPECTEDASKAMOUNT	money	IN	Expected ask amount
@OPPORTUNITYDESIGNATIONS	xml	IN	Designations
@PROSPECTPLANCURRENCYSETID	uniqueidentifier	IN	Plan base currency
@OPPORTUNITYTRANSACTIONCURRENCYID	uniqueidentifier	IN	Opportunity transaction currency
@OPPORTUNITYSTATUSCODE	tinyint	IN	Opportunity status
@PLANSTEPS	xml	IN

Definition

Copy



CREATE procedure dbo.USP_DATAFORMTEMPLATE_ADD_ADDPROSPECTPLANSPROCESS
(
    @ID uniqueidentifier = null output,
    @CHANGEAGENTID uniqueidentifier = null,
    @CURRENTAPPUSERID uniqueidentifier = null,
    @NAME nvarchar(100) = null,
    @DESCRIPTION nvarchar(255) = null,
    @IDSETREGISTERID uniqueidentifier = null,
    @PROSPECTMANAGERFUNDRAISERID uniqueidentifier = null,
    @PROSPECTPLANNAME nvarchar(100) = null,
    @PROSPECTPLANTYPECODEID uniqueidentifier = null,
    @NARRATIVE nvarchar(1000) = null,
    @PLANOUTLINEID uniqueidentifier = null,
    @STARTDATETYPECODE tinyint = 0,
    @STARTDATE date = null,
    @DAYSBEFOREORAFTER int = 1,
    @PRIMARYMANAGERFUNDRAISERID uniqueidentifier = null,
    @SECONDARYMANAGERFUNDRAISERID uniqueidentifier = null,
    @SECONDARYFUNDRAISERS xml = null,
    @SITES xml = null,
    @OPPORTUNITYTYPECODEID uniqueidentifier = null,
    @EXPECTEDASKAMOUNT money = 0,
    @OPPORTUNITYDESIGNATIONS xml = null,
    @PROSPECTPLANCURRENCYSETID uniqueidentifier = null,
    @OPPORTUNITYTRANSACTIONCURRENCYID uniqueidentifier = null,
    @OPPORTUNITYSTATUSCODE tinyint = 0,
  @PLANSTEPS xml = null
)
as

set nocount on;

if @ID is null
    set @ID = newid()

if @CHANGEAGENTID is null  
    exec dbo.USP_CHANGEAGENT_GETORCREATECHANGEAGENT @CHANGEAGENTID output

declare @CURRENTDATE datetime
set @CURRENTDATE = getdate()

declare @CREATEOPPORTUNITIES bit
declare @OPPORTUNITYDESIGNATIONCOUNT int

select @OPPORTUNITYDESIGNATIONCOUNT=COUNT(*) FROM @OPPORTUNITYDESIGNATIONS.nodes('/DESIGNATION/ITEM') T(c) 

if (@EXPECTEDASKAMOUNT > 0) or (@OPPORTUNITYDESIGNATIONCOUNT > 1)
    set @CREATEOPPORTUNITIES = 1
else
    set @CREATEOPPORTUNITIES = 0

begin try
    exec dbo.USP_OPPORTUNITY_VALIDATEDESIGNATIONS @OPPORTUNITYDESIGNATIONS;

    insert into dbo.ADDPROSPECTPLANSPROCESS
        (ID,
         NAME,
         DESCRIPTION,
         IDSETREGISTERID,
         PROSPECTMANAGERFUNDRAISERID,
         PROSPECTPLANNAME,
         PROSPECTPLANTYPECODEID,
         NARRATIVE,
     --this value is no longer stored in the DB; it's for adding steps on the fly

         --PLANOUTLINEID,

         STARTDATETYPECODE,
         STARTDATE,
         DAYSBEFOREORAFTER,
         PRIMARYMANAGERFUNDRAISERID,
         SECONDARYMANAGERFUNDRAISERID,
         CREATEOPPORTUNITIES,
         OPPORTUNITYTYPECODEID,
         EXPECTEDASKAMOUNT,
         PROSPECTPLANCURRENCYSETID,
         OPPORTUNITYTRANSACTIONCURRENCYID,
         OPPORTUNITYSTATUSCODE,
         ADDEDBYID, CHANGEDBYID, DATEADDED, DATECHANGED, PLANSTEPS)
    values
        (@ID,
         @NAME, 
         @DESCRIPTION, 
         @IDSETREGISTERID, 
         @PROSPECTMANAGERFUNDRAISERID,
         @PROSPECTPLANNAME, 
         @PROSPECTPLANTYPECODEID, 
         @NARRATIVE, 
         --@PLANOUTLINEID, 

         @STARTDATETYPECODE,
         case @STARTDATETYPECODE when 1 then @STARTDATE end,
         case when @STARTDATETYPECODE in (2,3) then @DAYSBEFOREORAFTER else 0 end,
         @PRIMARYMANAGERFUNDRAISERID, 
         @SECONDARYMANAGERFUNDRAISERID,
         @CREATEOPPORTUNITIES,
         @OPPORTUNITYTYPECODEID,
         @EXPECTEDASKAMOUNT,
         @PROSPECTPLANCURRENCYSETID,
         @OPPORTUNITYTRANSACTIONCURRENCYID,
         @OPPORTUNITYSTATUSCODE,
         @CHANGEAGENTID, @CHANGEAGENTID, @CURRENTDATE, @CURRENTDATE, @PLANSTEPS)

    exec dbo.USP_ADDPROSPECTPLANSPROCESS_SECONDARYFUNDRAISERS_ADDFROMXML @ID, @SECONDARYFUNDRAISERS, @CHANGEAGENTID, @CURRENTDATE;

    exec dbo.USP_ADDPROSPECTPLANSPROCESS_SITES_ADDFROMXML @ID, @SITES, @CHANGEAGENTID, @CURRENTDATE;

    exec dbo.USP_ADDPROSPECTPLANSPROCESS_OPPORTUNITYDESIGNATIONS_2_ADDFROMXML @ID, @OPPORTUNITYDESIGNATIONS, @CHANGEAGENTID, @CURRENTDATE;

    exec dbo.USP_BUSINESSPROCESSINSTANCE_ADD 
        @CHANGEAGENTID = @CHANGEAGENTID, 
        @BUSINESSPROCESSCATALOGID = '59ba0c29-3410-4c65-adf8-25242a005ebc', 
        @BUSINESSPROCESSPARAMETERSETID = @ID, 
        @OWNERID = @CURRENTAPPUSERID;
end try

begin catch
    exec dbo.USP_RAISE_ERROR
    return 1
end catch

return 0