Use a Button to Create a Level 1

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This feature uses JavaScript syntax
Text code javascript.gif

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

Steps:

<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

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

CreateNewL1ButtonOnListView.png

...on reports...

CreateNewL1ButtonOnReport.png

...or on another Level 1 record:

CreateNewL1ButtonOnRecord.png

See Also