Difference between revisions of "Pass Variables To Level 1"

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You can pass different values to a new Level 1 record using parametes.  
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You can pass different values to a new [[Level 1 Entity|Level 1 record]] using [[parameter]]s.
  
 
==Parameter List==
 
==Parameter List==
 
* ''defaultownerid'' - Passes owner ID
 
* ''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
 
* ''companyid'' - Passes Company ID
 
* ''opportunitytypeid'' - Passes Type ID
 
* ''opportunitytypeid'' - Passes Type ID
 +
* ''branchid'' - Passes Branch ID
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* ''appid'' - Passes UTA ID
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* ''providertoken'' - Links new record to UTA using Provider/Consumer
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* ''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:
  
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Note: You can create a system variable that has the template IDs and names, that would replace hard coded combo box below.
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<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>
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<pre style="white-space: -o-pre-wrap; word-wrap: break-word;"><select id="opportunitytypeid" class="Large" name="opportunitytypeid">
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<option value="0">--Select One--</option>
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<option value="11608">Beginning Years</option>
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<option value="11607">Healthy Active Children</option>
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<option value="11603">Diabetes</option>
  
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  <select class="Large" name="opportunitytypeid" id="opportunitytypeid">
 
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  <option value="0">--Select One--</option>
 
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  <option value="11608">Beginning Years</option>
 
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  <option value="11607">Healthy Active Children</option>
 
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  <option value="11603">Diabetes</option>
 
 
   </select>
 
   </select>
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  <script>
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<script>// <![CDATA[
 
   function createForm(){
 
   function createForm(){
 
     var oppID=document.getElementById('opportunitytypeid').value;
 
     var oppID=document.getElementById('opportunitytypeid').value;
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       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;
 
   }
 
   }
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   </script>
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  <input type=button class=Button onclick="createForm()" value="Create Form"/>
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// ]]></script>
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<input class="Button" type="button" value="Create Form" /></pre>
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<pre style="white-space: -o-pre-wrap; word-wrap: break-word;">Token Syntax for &providertoken:
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PROVIDER_ID-PROVIDER_UTAID-PROVIDER_ROLEID-PROVIDER_LEVEL
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 +
Example:
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&providertoken=@opportunityid@-@system.PMID@-@system.GMSRoleID@-1
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</pre>
 +
 
 +
==See Also==
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* [[Passing Values Using Parameters]]
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* [[System Variables]]
 +
 
 +
[[Category:Variables]]

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

See Also

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