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

Revision as of 10:05, 28 January 2014

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=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:

...on reports...

...or on the Level 1 record itself:

See Also

• Adding a Button that Runs a JavaScript
• Use a Button to Create a Level 1