USP_DATAFORMTEMPLATE_ADD_WPBIOGRAPHICAL_2
The save procedure used by the add dataform template "WealthPoint Biographical Add Form 2".
Parameters
| Parameter | Parameter Type | Mode | Description |
|---|---|---|---|
| @ID | uniqueidentifier | INOUT | The output parameter indicating the ID of the record added. |
| @WEALTHID | uniqueidentifier | IN | Input parameter indicating the context ID for the record being added. |
| @CHANGEAGENTID | uniqueidentifier | IN | Input parameter indicating the ID of the change agent invoking the procedure. |
| @SOURCE | nvarchar(100) | IN | Source |
| @FULLNAME | nvarchar(100) | IN | Name |
| @LINE1 | nvarchar(4000) | IN | Address |
| @CITY | nvarchar(4000) | IN | City |
| @STATE | nvarchar(4000) | IN | State |
| @ZIP | nvarchar(50) | IN | ZIP |
| @A2LINE1 | nvarchar(4000) | IN | Address |
| @A2CITY | nvarchar(4000) | IN | City |
| @A2STATE | nvarchar(4000) | IN | State |
| @A2ZIP | nvarchar(50) | IN | ZIP |
| @GENDERCODE | tinyint | IN | Gender |
| @BIRTHDATE | datetime | IN | Birth date |
| @CNOTES | nvarchar(1024) | IN | Notes |
| @BIRTHPLACE | nvarchar(120) | IN | Birthplace |
| @DECEASEDDATE | UDT_FUZZYDATE | IN | Deceased date |
| @OCCUPATION | nvarchar(4000) | IN | Occupation |
| @EDUCATION | nvarchar(max) | IN | Education |
| @FAMILY | nvarchar(max) | IN | Family |
| @POSITIONSHELD | nvarchar(max) | IN | Positions held |
| @CERTIFICATIONS | nvarchar(max) | IN | Certifications |
| @CAREER | nvarchar(max) | IN | Career |
| @AWARDS | nvarchar(max) | IN | Awards |
| @MEMBERSHIPS | nvarchar(max) | IN | Memberships |
| @RESEARCHINTERESTS | nvarchar(max) | IN | Avocations/ Research/ Interests |
| @POLITICALRELIGIOUSAFFILIATIONS | nvarchar(max) | IN | Political/Religious affiliations |
| @CIVICMILITARYSERVICE | nvarchar(max) | IN | Civic/Military service |
| @THOUGHTSONLIFE | nvarchar(max) | IN | Thoughts on life |
| @LAW | nvarchar(max) | IN | Law |
| @PERSONAL | nvarchar(max) | IN | Personal |
| @CURRENTAPPUSERID | uniqueidentifier | IN | Input parameter indicating the ID of the current user. |
Definition
Copy
CREATE procedure dbo.USP_DATAFORMTEMPLATE_ADD_WPBIOGRAPHICAL_2 (
@ID uniqueidentifier = null output,
@WEALTHID uniqueidentifier,
@CHANGEAGENTID uniqueidentifier = null,
@SOURCE nvarchar(100),
@FULLNAME nvarchar(100) = '',
@LINE1 nvarchar(4000) = '',
@CITY nvarchar(4000) = '',
@STATE nvarchar(4000) = '',
@ZIP nvarchar(50) = '',
@A2LINE1 nvarchar(4000) = '',
@A2CITY nvarchar(4000) = '',
@A2STATE nvarchar(4000) = '',
@A2ZIP nvarchar(50) = '',
@GENDERCODE tinyint = 0,
@BIRTHDATE datetime = null,
@CNOTES nvarchar(1024) = '',
@BIRTHPLACE nvarchar(120) = '',
@DECEASEDDATE dbo.UDT_FUZZYDATE = '00000000',
@OCCUPATION nvarchar(4000) = '',
@EDUCATION nvarchar(max) = '',
@FAMILY nvarchar(max) = '',
@POSITIONSHELD nvarchar(max) = '',
@CERTIFICATIONS nvarchar(max) = '',
@CAREER nvarchar(max) = '',
@AWARDS nvarchar(max) = '',
@MEMBERSHIPS nvarchar(max) = '',
@RESEARCHINTERESTS nvarchar(max) = '',
@POLITICALRELIGIOUSAFFILIATIONS nvarchar(max) = '',
@CIVICMILITARYSERVICE nvarchar(max) = '',
@THOUGHTSONLIFE nvarchar(max) = '',
@LAW nvarchar(max) = '',
@PERSONAL nvarchar(max) = '',
@CURRENTAPPUSERID uniqueidentifier
) as begin
set nocount on;
if @CHANGEAGENTID is null
exec dbo.USP_CHANGEAGENT_GETORCREATECHANGEAGENT @CHANGEAGENTID output;
if @ID is null
set @ID = newid();
exec dbo.USP_WEALTH_CREATE @WEALTHID, @CHANGEAGENTID;
declare @CURRENTDATE datetime;
set @CURRENTDATE = getdate();
declare @CONFIRMED bit;
declare @CONFIRMEDBYAPPUSERID uniqueidentifier;
declare @DATECONFIRMED datetime;
declare @REJECTED bit;
declare @REJECTEDBYAPPUSERID uniqueidentifier;
declare @DATEREJECTED datetime;
set @CONFIRMED = 0;
set @REJECTED = 0;
if @CURRENTAPPUSERID is not null
begin
select
@REJECTED = case MANUALCONFIDENCE
when 5 then 0
when 0 then 1
end,
@DATEREJECTED = case MANUALCONFIDENCE
when 5 then NULL
when 0 then @CURRENTDATE
end,
@REJECTEDBYAPPUSERID = case MANUALCONFIDENCE
when 5 then NULL
when 0 then @CURRENTAPPUSERID
end,
@CONFIRMED = case MANUALCONFIDENCE
when 5 then 1
when 0 then 0
end,
@DATECONFIRMED = case MANUALCONFIDENCE
when 5 then @CURRENTDATE
when 0 then NULL
end,
@CONFIRMEDBYAPPUSERID = case MANUALCONFIDENCE
when 5 then @CURRENTAPPUSERID
when 0 then NULL
end
from
dbo.WEALTHPOINTCONFIGURATION
where
MANUALCONFIDENCE in (0,5)
end
insert into dbo.WPBIOGRAPHICAL (
ID,
WEALTHID,
SOURCE,
FULLNAME,
LINE1,
CITY,
STATE,
ZIP,
A2LINE1,
A2CITY,
A2STATE,
A2ZIP,
GENDERCODE,
BIRTHDATE,
CNOTES,
BIRTHPLACE,
DECEASEDDATE,
OCCUPATION,
EDUCATION,
FAMILY,
POSITIONSHELD,
CERTIFICATIONS,
CAREER,
AWARDS,
MEMBERSHIPS,
RESEARCHINTERESTS,
POLITICALRELIGIOUSAFFILIATIONS,
CIVICMILITARYSERVICE,
THOUGHTSONLIFE,
LAW,
PERSONAL,
CHANGEDBYID,
ADDEDBYID,
DATEADDED,
DATECHANGED,
CONFIRMED,
CONFIRMEDBYAPPUSERID,
DATECONFIRMED,
REJECTED,
REJECTEDBYAPPUSERID,
DATEREJECTED
) values (
@ID,
@WEALTHID,
@SOURCE,
@FULLNAME,
@LINE1,
@CITY,
@STATE,
@ZIP,
@A2LINE1,
@A2CITY,
@A2STATE,
@A2ZIP,
@GENDERCODE,
@BIRTHDATE,
@CNOTES,
@BIRTHPLACE,
@DECEASEDDATE,
@OCCUPATION,
@EDUCATION,
@FAMILY,
@POSITIONSHELD,
@CERTIFICATIONS,
@CAREER,
@AWARDS,
@MEMBERSHIPS,
@RESEARCHINTERESTS,
@POLITICALRELIGIOUSAFFILIATIONS,
@CIVICMILITARYSERVICE,
@THOUGHTSONLIFE,
@LAW,
@PERSONAL,
@CHANGEAGENTID,
@CHANGEAGENTID,
@CURRENTDATE,
@CURRENTDATE,
@CONFIRMED,
@CONFIRMEDBYAPPUSERID,
@DATECONFIRMED,
@REJECTED,
@REJECTEDBYAPPUSERID,
@DATEREJECTED
);
if (select
count(WEALTHSOURCE.SOURCE)
from
dbo.WEALTHSOURCE
where
WEALTHSOURCE.SOURCE = @SOURCE
) = 0
begin
insert into dbo.WEALTHSOURCE (
[SOURCE],
[ISBUILTIN],
[ADDEDBYID],
[CHANGEDBYID]
)values(
@SOURCE,
0,
@CHANGEAGENTID,
@CHANGEAGENTID
);
end
exec dbo.USP_WEALTHPOINT_UPDATEWEALTHSUMMARY_BIOGRAPHICAL @WEALTHID, @CHANGEAGENTID;
return 0;
end;