Use a Button to Create a Level 1

This feature uses JavaScript syntax

System Administrators can create a button that will allow users to create Level 1 records on the fly.

Steps:

Create a custom field of type Read Only – System Variables
In the Variables section, enter the following:

<script language=javascript>
function createNewLevel1(){
location.href="/Apps/app_editopportunity.jsp?appid=12345&nextlevel=1&opportunityid=0&defaultstatusid=52525&opportunitytypeid=121212";
}
</script>
<input type="button" class=Button value="Button Label" onClick="createNewLevel1()">

Note: If you are using variables within your link you must place the script within the onclick otherwise it will not parse the variables correctly in a list view.

<input type="button" class=Button value="Button Label" onClick="location.href='/Apps/app_editopportunity.jsp?appid=12345&nextlevel=1&opportunityid=0&defaultstatusid=52525&opportunitytypeid=121212&defaultownerid=@userid@'">

where:

appid = the application ID of the in which the Level 1 should be created
defaultstatusid = the status ID to which the new record should be set. If this parameter is omitted the default status will be used.
opportunitytypeid = the Template ID with which the new record should be associated. If this parameter is omitted the default template will be used
Button Label should be the text that should show on the button (e.g., "Create New Grant")
the other parameters should be left exactly as shown:

opportunityid=0 will create a new, blank Level 1 record

other parameters that can be used include defaultownerid which will set the owner of the new record to the contact with a matching userid. (See Pass Variables To Level 1.)

This Read Only – System Variables field can then be referenced in a list view: