Use a Button to Create a Level 2
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Revision as of 16:27, 15 November 2013 by Arthur Lathrop (talk | contribs)
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 fields 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
This Read Only – System Variables field can then be referenced in a list view:
...on reports...
...or on the Level 1 record itself: