Difference between revisions of "Use a Button to Create a Level 2"
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[[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. | ||
Revision as of 15:00, 13 May 2014
| 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=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:
