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Template Page

7 bytes removed, 17:12, 24 May 2018
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: You will now be brought to the Template Page configuration screen.
To access the Template Page for a [[Transaction]]:
 
# Go to the [[Global Settings]] page.
# Under the [[Company & Account Settings|Company & Account Settings]] header, click on the hyperlink for "Transaction Types".
===General Settings===
* '''Activate Page''' - This Template Page will only be accessible if the "Activate Page" option is checked.
* '''Internet Enabled''' - Making a Template Page "Internet Enabled" will allow users who are not logged into the system to access this page. <br /><span class="single_linebreak" style="background-color: lightgray;">- Note: there is a [[Global Setting ]] on the Security Tab called "''Disable Template Page Security''" that must be enabled for this to workfunction.</span> {{SecurityToken}}
* '''Execute Submit Logic from Template Page''' - enables submit logic check when submitting from the template page. Only available against level 1 template pages.
* '''Execute Status Triggers and Internal Status Workflows from Template Page''' - See [[Status Trigger]] and [[Workflow]] pages for more information.
:* For Level 1 you will be presented with a URL in the following format, which is to create a new Level 1 record:
'''<nowiki>http://alias.smartsimple.xxx/ex/ex_Apppage.jsp?token=HwkITfexoGZdgsaVla</nowiki>'''
: To go to a specific Level 1 record use the following syntax:
: '''<nowiki>http://alias.smartsimple.xxx/ex/ex_Apppage.jsp?token=HwkITfexoGZdgsaVla&oppid=LevelOneIds&appid=appid</nowiki>'''
: example:
:
<pre>http://alias.smartsimple.xxx/ex/ex_Apppage.jsp?token=HwkITfexoGZdgsaVla&oppid=5551234&appid=543213</pre>
:* For Level 2 you will be presented with a URL in the following format, which is to create a new Level 2 record under the specified Level 1:
'''<nowiki>http://alias.smartsimple.xxx/ex/ex_Evtpage.jsp?token=HQ0NSdsAYbdZFhZRBfBQhdQ&parentids=LevelOneIds</nowiki>'''
: where ''LevelOneIds'' is the Opportunity ID of the Level 1 you will be creating a new Level 2 under.
: example:
:
<pre>http://mysite.smartsimple.com/ex/ex_Evtpage.jsp?token=HQ0gNSAYbZfdhdgFhRBBFQhdQ&parentids=5551234</pre>
: To go to a specific Level 2 record use the following syntax:
: '''<nowiki>http://alias.smartsimple.xxx/ex/ex_Evtpage.jsp?token=HQ0gNSAYbZfdhdgFhRBBFQhdQ&parentids=LevelOneIds&eventid=eventid</nowiki>'''
: example:
:
<pre>http://alias.smartsimple.xxx/ex/ex_Evtpage.jsp?token=HQ0gNSAYbZfdhdgFhRBBFQhdQ&parentids=5551234&eventid=678543</pre>
: To go to a specific Level 2 record while using [[ssEncrypt]] to hide the record IDs, use the following syntax:
: '''<nowiki>http://alias.smartsimple.xxx/ex/ex_Evtpage.jsp?token=HQ0gNSAYbZfdhdgFhRBBFQhdQ&enparentids=LevelOneIds&codeid=eventid</nowiki>'''
: example:
:
<pre>http://alias.smartsimple.xxx/ex/ex_Evtpage.jsp?token=HQ0gNSAYbZfdhdgFhRBBFQhdQ&enparentids=H3B3T2FdBCs6RnA9Pm4JQTMLESwFaAwvH2pcU0VGYlk~&codedid=aAVNOExzZiYtEUEcHVFIIB9TJ0o0UBA3H2JcV0VGa11b</pre>
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