Difference between revisions of "Pass Variables To Level 1"
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| − | You can pass different values to a new [[Level 1 Entity|Level 1 record]] using [[parameter]]s. | + | You can pass different values to a new [[Level 1 Entity|Level 1 record]] using [[parameter]]s. |
==Parameter List== | ==Parameter List== | ||
| Line 10: | Line 10: | ||
* ''appid'' - Passes UTA ID | * ''appid'' - Passes UTA ID | ||
* ''providertoken'' - Links new record to UTA using Provider/Consumer | * ''providertoken'' - Links new record to UTA using Provider/Consumer | ||
| + | * ''initnew'' - Creates the L1 with values saved, and linkages for C/P (initnew=1) | ||
| + | * ''versionid'' - specifies the version to be used when creating the record. | ||
==Use Example== | ==Use Example== | ||
Create a read only field on contacts with the following syntax: | Create a read only field on contacts with the following syntax: | ||
| − | <pre style=" | + | <pre style="white-space: -o-pre-wrap; word-wrap: break-word;">Note: You can create a system variable that has the template IDs and names, that would replace the hard-coded combo box below.</pre> |
| − | <pre style=" | + | <pre style="white-space: -o-pre-wrap; word-wrap: break-word;"><select id="opportunitytypeid" class="Large" name="opportunitytypeid"> |
| − | + | <option value="0">--Select One--</option> | |
| − | + | <option value="11608">Beginning Years</option> | |
| − | + | <option value="11607">Healthy Active Children</option> | |
| − | + | <option value="11603">Diabetes</option> | |
| + | |||
</select> | </select> | ||
| − | + | <script>// <![CDATA[ | |
function createForm(){ | function createForm(){ | ||
var oppID=document.getElementById('opportunitytypeid').value; | var oppID=document.getElementById('opportunitytypeid').value; | ||
| Line 29: | Line 32: | ||
parent.location.href='/Apps/app_editopportunity.jsp?appid=@system.appID@&nextlevel=1&opportunityid=0&companyid=@companyid@&defaultownerid=@userid@&opportunitytypeid='+oppID; | parent.location.href='/Apps/app_editopportunity.jsp?appid=@system.appID@&nextlevel=1&opportunityid=0&companyid=@companyid@&defaultownerid=@userid@&opportunitytypeid='+oppID; | ||
} | } | ||
| − | </script> | + | |
| − | + | // ]]></script> | |
| + | <input class="Button" type="button" value="Create Form" /></pre> | ||
| − | <pre style=" | + | <pre style="white-space: -o-pre-wrap; word-wrap: break-word;">Token Syntax for &providertoken: |
| − | Token Syntax for &providertoken: | ||
| − | + | PROVIDER_ID-PROVIDER_UTAID-PROVIDER_ROLEID-PROVIDER_LEVEL | |
| + | Example: | ||
| + | &providertoken=@opportunityid@-@system.PMID@-@system.GMSRoleID@-1 | ||
</pre> | </pre> | ||
Latest revision as of 11:09, 11 June 2024
You can pass different values to a new Level 1 record using parameters.
Parameter List
- defaultownerid - Passes owner ID
- defaultpersonid - Passes person ID
- defaultstatusid - Passes status ID (This only works if the record does not exist. Allow to Set permissions apply.)
- companyid - Passes Company ID
- opportunitytypeid - Passes Type ID
- branchid - Passes Branch ID
- appid - Passes UTA ID
- providertoken - Links new record to UTA using Provider/Consumer
- initnew - Creates the L1 with values saved, and linkages for C/P (initnew=1)
- versionid - specifies the version to be used when creating the record.
Use Example
Create a read only field on contacts with the following syntax:
Note: You can create a system variable that has the template IDs and names, that would replace the hard-coded combo box below.
<select id="opportunitytypeid" class="Large" name="opportunitytypeid">
<option value="0">--Select One--</option>
<option value="11608">Beginning Years</option>
<option value="11607">Healthy Active Children</option>
<option value="11603">Diabetes</option>
</select>
<script>// <![CDATA[
function createForm(){
var oppID=document.getElementById('opportunitytypeid').value;
if(oppID=="0"){
alert("Please select a template");
return false;}
parent.location.href='/Apps/app_editopportunity.jsp?appid=@system.appID@&nextlevel=1&opportunityid=0&companyid=@companyid@&defaultownerid=@userid@&opportunitytypeid='+oppID;
}
// ]]></script>
<input class="Button" type="button" value="Create Form" />
Token Syntax for &providertoken: PROVIDER_ID-PROVIDER_UTAID-PROVIDER_ROLEID-PROVIDER_LEVEL Example: &providertoken=@opportunityid@-@system.PMID@-@system.GMSRoleID@-1
