Difference between revisions of "Use a Button to Create a Level 1"

Latest revision as of 15:37, 22 May 2015

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()">

Note: If you are using variables within your link you must place the script within the onclick otherwise it will not parse the variables correctly in a list view.

<input type="button" class=Button value="Button Label" onClick="location.href='/Apps/app_editopportunity.jsp?appid=12345&nextlevel=1&opportunityid=0&defaultstatusid=52525&opportunitytypeid=121212&defaultownerid=@userid@'">

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:

See Also

• Adding a Button that Runs a JavaScript
• Use a Button to Create a Level 2
• Pass Variables To Level 1