Pandora - Sample - Create Company Hierarchy

The following Pandora script can be used to create a company hierarchy.

Steps Required

• Import or Autoload the companies into a company container.
• Add the script to a static HTML page in a SmartFolder, including a button to trigger the script

The script works as follows:

• For each company found within the CompanyContainer, move the company under the parent company (match parent company name in a custom field on the autoloaded company)
• A maximum of 200 companies will be moved. For more click the button multiple times.
• The rootCompany must not be within the companyContainer so that the companies are moved out as the script runs.

function goMove(){
ss_developer_key="12345sdgagfi+Cf8Kwg3eA=";

var parentCompanyName="cf_555555";  //fieldid of the company custom field with the name of the parent company for each company.
var companyContainer=605040; //[[companyid]] of the company containing the imported/autoloaded companies to be moved into a hierarchy.
var rootCompany=501000; //[[companyid]] of the container the companies should be placed into.

var crs=company_find(false,"","name,catlist,parentlist,companyid,"+parentCompanyName," parentlist like '%,"+companyContainer+",%'","",0,200,"");
for(var i=1;i<=crs.recordcount;i++){
   var cpname=crs.getfieldbyname(i,'name');
   var pname=crs.getfieldbyname(i,parentCompanyName);
   if(pname==""){
      //alert("No parent so move "+cpname+" to root");
      moveCompany(crs.getfieldbyname(i,'companyid'),rootCompany);                     
   }else{
      var ncp=company_find(false,"","name,catlist,parentlist,companyid,"+parentCompanyName," name='"+pname+"'","",0,200,"");
      if(ncp.recordcount==1){
         //alert("Parent is "+crs.getfieldbyname(i,parentCompanyName)+" so move "+cpname+" to "+ncp.getfieldbyname(1,'name'));
         moveCompany(crs.getfieldbyname(i,'companyid'),ncp.getfieldbyname(1,'companyid'));
      }else
         alert("Error: "+ncp.recordcount+" companies match parent company name "+pname);
   }
}


function moveCompany(coid,pcoid){
ss_developer_key="12345sdgagfi+Cf8Kwg3eA=";
var companyCategoryAdd=1940;  //company category to be added to companies

ss_developer_key="12345sdgagfi+Cf8Kwg3eA=";
var rset=new ssRecordSet();
rset.addfieldnames("catlist,companyid,pcompany");
var idx=rset.getnewrecnumber();
rset.addfieldvaluebyname(idx,'companyid',coid);
rset.addfieldvaluebyname(idx,'pcompany',pcoid);
rset.addfieldvaluebyname(idx,"catlist",","+companyCategoryAdd+",");
var rsc = company_update(false,'',rset);
var rsc2=category_update(false,"",rset);
}

Move contact under parent company field (match company name in a custom field on the contact to the company)

function goMove(){
ss_developer_key="12345sdgagfi+Cf8Kwg3eA=";
var userContainer=407080;  //companyid of the company the users to be moved are within.
var parentCompanyName="cf_1340001"   //id of contact custom field with the name of the parent company.

var contactrs = contact_find(false,'',"firstname,lastname,userid,companyid,"+parentCompanyName,"companyid='"+userContainer+"'",'',0,200,'');
for(var j=1;j<=contactrs.recordcount;j++){
   var pname=contactrs.getfieldbyname(j,parentCompanyName);
   var crs=company_find(false,"","name,companyid"," name='"+pname+"'","",0,2,"");
   if((crs) && crs.recordcount==1)
      moveUser(contactrs.getfieldbyname(j,'userid'),crs.getfieldbyname(1,'companyid'));
   else
      alert("Cannot move user "+contactrs.getfieldbyname(j,'firstname')+" "+contactrs.getfieldbyname(j,'lastname')+". Company "+pname+" not found.")
}


function moveUser(uid,pcoid){
ss_developer_key="12345sdgagfi+Cf8Kwg3eA=";
var rset=new ssRecordSet();
var idx=rset.getnewrecnumber();
rset.addfieldnames("userid,companyid,isexternal");
rset.addfieldvaluebyname(idx,'userid',uid);
rset.addfieldvaluebyname(idx,'companyid',pcoid);
rset.addfieldvaluebyname(idx,'isexternal','1');
var rsc = contact_update(false,'',rset);
}