Difference between revisions of "Pass Variables To Level 1"

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You can pass different values to a new Level 1 record using parametes.  
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You can pass different values to a new [[Level 1 Entity|Level 1 record]] using [[parameter]]s.  
  
 
==Parameter List==
 
==Parameter List==
defaultownerid - Passes owner ID
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* ''defaultownerid'' - Passes owner ID
companyid - Passes Company ID
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* ''defaultpersonid'' - Passes person ID
opportunitytypeid - Passes Type ID
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* ''defaultstatusid'' - Passes status ID (This only works if the record does ''not'' exist. Allow to Set permissions apply.)
 
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* ''companyid'' - Passes Company ID
 +
* ''opportunitytypeid'' - Passes Type ID
 +
* ''branchid'' - Passes Branch ID
 +
* ''appid'' - Passes UTA ID
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* ''providertoken'' - Links new record to UTA using Provider/Consumer
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* ''initnew'' - Creates the L1 with values saved, and linkages for C/P (initnew=1)
  
 
==Use Example==
 
==Use Example==
 
Create a read only field on contacts with the following syntax:
 
Create a read only field on contacts with the following syntax:
Note: You can create a system variable that has the template IDs and names, that would replace hard coded combo box below.
 
  
  <select class="Large" name="opportunitytypeid" id="opportunitytypeid">
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<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;">Note: You can create a system variable that has the template IDs and names, that would replace the hard-coded combo box below.</pre>
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<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;"><select class="Large" name="opportunitytypeid" id="opportunitytypeid">
 
   <option value="0">--Select One--</option>
 
   <option value="0">--Select One--</option>
 
   <option value="11608">Beginning Years</option>
 
   <option value="11608">Beginning Years</option>
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   }
 
   }
 
   </script>
 
   </script>
   <input type=button class=Button onclick="createForm()" value="Create Form"/>
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   <input type=button class=Button onclick="createForm()" value="Create Form"/></pre>
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<pre style="white-space: pre-wrap;  white-space: -moz-pre-wrap;  white-space: -pre-wrap;  white-space: -o-pre-wrap;  word-wrap: break-word;">
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Token Syntax for &providertoken:
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<ssEncrypt2>PROVIDER_ID-PROVIDER_UTAID-PROVIDER_ROLEID-PROVIDER_LEVEL</ssEncrypt2>
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 +
Example:
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&providertoken=<ssEncrypt2>@opportunityid@-@system.PMID@-@system.GMSRoleID@-1</ssEncrypt2>
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</pre>
 +
 
 +
==See Also==
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* [[Passing Values Using Parameters]]
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* [[System Variables]]
 +
 
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[[Category:Variables]]

Latest revision as of 09:47, 29 September 2016

You can pass different values to a new Level 1 record using parameters.

Parameter List

  • defaultownerid - Passes owner ID
  • defaultpersonid - Passes person ID
  • defaultstatusid - Passes status ID (This only works if the record does not exist. Allow to Set permissions apply.)
  • companyid - Passes Company ID
  • opportunitytypeid - Passes Type ID
  • branchid - Passes Branch ID
  • appid - Passes UTA ID
  • providertoken - Links new record to UTA using Provider/Consumer
  • initnew - Creates the L1 with values saved, and linkages for C/P (initnew=1)

Use Example

Create a read only field on contacts with the following syntax:

Note: You can create a system variable that has the template IDs and names, that would replace the hard-coded combo box below.
<select class="Large" name="opportunitytypeid" id="opportunitytypeid">
  <option value="0">--Select One--</option>
  <option value="11608">Beginning Years</option>
  <option value="11607">Healthy Active Children</option>
  <option value="11603">Diabetes</option>
  </select>
  <script>
  function createForm(){
     var oppID=document.getElementById('opportunitytypeid').value;
     if(oppID=="0"){
          alert("Please select a template");
  return false;}
      parent.location.href='/Apps/app_editopportunity.jsp?appid=@system.appID@&nextlevel=1&opportunityid=0&companyid=@companyid@&defaultownerid=@userid@&opportunitytypeid='+oppID;
  }
  </script>
  <input type=button class=Button onclick="createForm()" value="Create Form"/>
Token Syntax for &providertoken:

<ssEncrypt2>PROVIDER_ID-PROVIDER_UTAID-PROVIDER_ROLEID-PROVIDER_LEVEL</ssEncrypt2>

Example:
&providertoken=<ssEncrypt2>@opportunityid@-@system.PMID@-@system.GMSRoleID@-1</ssEncrypt2>

See Also