Difference between revisions of "Use a Button to Create a Level 1"
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* the other parameters should be left exactly as shown: | * the other parameters should be left exactly as shown: | ||
:*''opportunityid=0'' will create a new, blank {{l1}} record | :*''opportunityid=0'' will create a new, blank {{l1}} record | ||
| − | * other parameters | + | * other parameters that can be used include ''defaultownerid'' which will set the [[owner]] of the new record to the [[contact]] with a matching [[userid]]. (See [[Pass Variables To Level 1]].) |
This {{ROSV}} field can then be referenced in a [[list view]]: | This {{ROSV}} field can then be referenced in a [[list view]]: | ||
Revision as of 12:46, 4 August 2014
| This feature uses JavaScript syntax |  |
System Administrators can create a button that will allow users to create Level 1 records on the fly.
Steps:
- Create a custom field of type Read Only – System Variables
- In the Variables section, enter the following:
<script language=javascript>
function createNewLevel1(){
location.href="/Apps/app_editopportunity.jsp?appid=12345&nextlevel=1&opportunityid=0&defaultstatusid=52525&opportunitytypeid=121212";
}
</script>
<input type="button" class=Button value="Button Label" onClick="createNewLevel1()">
where:
- appid = the application ID of the in which the Level 1 should be created
- defaultstatusid = the status ID to which the new record should be set. If this parameter is omitted the default status will be used.
- opportunitytypeid = the Template ID with which the new record should be associated. If this parameter is omitted the default template will be used
- Button Label should be the text that should show on the button (e.g., "Create New Grant")
- the other parameters should be left exactly as shown:
- opportunityid=0 will create a new, blank Level 1 record
- other parameters that can be used include defaultownerid which will set the owner of the new record to the contact with a matching userid. (See Pass Variables To Level 1.)
This Read Only – System Variables field can then be referenced in a list view:
...on reports...
...or on another Level 1 record:
