Difference between revisions of "Use a Button to Create a Level 2"
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| + | {{JavaScript Syntax}} | ||
[[System Administrator]]s can create a button that will allow users to create {{l2}} records on the fly. | [[System Administrator]]s can create a button that will allow users to create {{l2}} records on the fly. | ||
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word-wrap: break-word;"><script language=javascript> | word-wrap: break-word;"><script language=javascript> | ||
function createNewLevel2(){ | function createNewLevel2(){ | ||
| − | location.href="/Apps/app_editevent.jsp?appid= | + | location.href="/Apps/app_editevent.jsp?appid=@apptype@&islevel2=1&objecttype=23&nextlevel=1&companyid=@companyid@&objectid=@opportunityid@&eventid=0"; |
} | } | ||
</script> | </script> | ||
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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. | ||
Latest revision as of 19:17, 7 April 2015
| This feature uses JavaScript syntax |  |
System Administrators can create a button that will allow users to create Level 2 records on the fly.
Steps:
- On the Level 1, create a custom field of type Read Only – System Variables
- In the Variables section, enter the following:
<script language=javascript>
function createNewLevel2(){
location.href="/Apps/app_editevent.jsp?appid=@apptype@&islevel2=1&objecttype=23&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:
...on reports...
...or on the Level 1 record itself:
