Difference between revisions of "Use a Button to Create a Level 2"

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:*''eventid=0'' will create a new, blank {{l2}} record
 
:*''eventid=0'' will create a new, blank {{l2}} record
  
'''other parameters''':
+
'''other parameters that can be included''':
 
* ''defaultstatusid'' = the [[Determining the statusid|status ID]] to which the new record should be set. If this parameter is omitted the default status will be used.
 
* ''defaultstatusid'' = the [[Determining the statusid|status ID]] to which the new record should be set. If this parameter is omitted the default status will be used.
 
* ''eventtypeid'' = the [[Determining_the_typeid#Level_2_Type|Type ID]] with which the new record should be associated. If this parameter is omitted the default type will be used.
 
* ''eventtypeid'' = the [[Determining_the_typeid#Level_2_Type|Type ID]] with which the new record should be associated. If this parameter is omitted the default type will be used.

Revision as of 11:05, 28 January 2014

System Administrators can create a button that will allow users to create Level 2 records on the fly.

Steps:

<script language=javascript>
function createNewLevel2(){
location.href="/Apps/app_editevent.jsp?appid=1234567&nextlevel=1&companyid=@companyid@&objectid=@opportunityid@&eventid=0";
}
</script>
<input type="button" class=Button value="Button Label" onClick="createNewLevel2()">

where:

  • appid = the application ID of the in which the Level 2 should be created
  • Button Label should be the text that should show on the button (e.g., "Create New Activity")
  • the other parameters should be left exactly as shown:
  • companyid=@companyid@ will associate the organization associated with the Level 1 record on which the button was pressed with the new Level 2 record
  • objectid=@opportunityid@ will link the new Level 2 record to the Level 1 record on which the button was pressed
  • eventid=0 will create a new, blank Level 2 record

other parameters that can be included:

  • defaultstatusid = the status ID to which the new record should be set. If this parameter is omitted the default status will be used.
  • eventtypeid = the Type ID with which the new record should be associated. If this parameter is omitted the default type will be used.

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

CreateNewActivityButtonOnListView.png

...on reports...

CreateNewActivityButtonOnReport.png

...or on the Level 1 record itself:

CreateNewActivityButtonOnRecord.png

See Also