Pass Variables To Level 1
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>