Pass Variables To Level 1

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)

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 class="Large" name="opportunitytypeid" id="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>
  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 type=button class=Button onclick="createForm()" value="Create Form"/>

Token Syntax for &providertoken:

<ssEncrypt2>PROVIDER_ID-PROVIDER_UTAID-PROVIDER_ROLEID-PROVIDER_LEVEL</ssEncrypt2>

Example:
&providertoken=<ssEncrypt2>@opportunityid@-@system.PMID@-@system.GMSRoleID@-1</ssEncrypt2>

See Also

• Passing Values Using Parameters
• System Variables