Skip to Content
author's profile photo Former Member
Former Member

Create New Activity From Opportunity

I'm trying to create a 'New' button for Activities (Component BTDOCFLOW) on the Opportunity screen just like on the Accounts screen. When you click New, a popup comes up and you can select the kind of activity like task, phone call, or appointment. Once you've selected the activity it should navigate to the create activity with the account information populated. We've added the button and the popup is working, but I'm stuck on how to capture the data and navigate. In other words, how do you properly build the data collection to pass in the plug for this component?

I've searched SDN and found dynamic navigation to a specific activity type, but I don't think that will work.

Thanks,

Clint

Add a comment
10|10000 characters needed characters exceeded

Assigned Tags

Related questions

5 Answers

  • Best Answer
    author's profile photo Former Member
    Former Member
    Posted on Jan 15, 2013 at 06:16 PM

    Thanks everyone...

    Lets say the requirement isn't negotiable would anyone be able to give me a recommendation on how to proceed or point me to documentation?

    In other words, lets say this was a custom component, what are the high-level steps for passing the data to the new activity

    Thanks again, I will close thread.

    Add a comment
    10|10000 characters needed characters exceeded

    • In your case you don't need to use the Web Client to pass the data. Once again just create the new button that uses the followup code with hard coding to your desired target transaction type and let copy control/configuration pass the data through in the background.

      Even if you are replicating the followup functionality, then only replicating the button push would be better than performing manual copy control.

      Take care,

      Stephen

  • author's profile photo Former Member
    Former Member
    Posted on Jan 14, 2013 at 05:39 PM

    @Andrei Vishnevsky - Yes, I looked at the create follow-up button logic. Where I'm getting stuck is that component BT111H_OPT has a context node BTADMINH and its calling a method createFollowup (code below). Component BTDOCFLOW does not have this context node or method and it was failing. Can I just add the contect node to the component? I tried this, but it didn't work. Maybe I didn't add it properly.

    lr_result = lr_entity->execute( iv_method_name = 'createFollowUp' "#EC NOTEXT

    it_param = lt_params )

    Former Member - Thank you for the tip. I will research.

    You can probably guess CRM Web UI enhancements are new to me....thank for the replies.

    Add a comment
    10|10000 characters needed characters exceeded

  • Posted on Jan 12, 2013 at 09:54 PM

    Hello, Clint.

    Why do you think that dynamic navigation will not work?

    Also have you tried to take the logic from "Create follow-up" button on overview screen of opportunity?

    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on Jan 13, 2013 at 06:58 AM

    Hello Clint,

    Copy Control for thsi would work for your requirement.

    It takes care of copying the data from one Transaction type to another .

    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on Jan 13, 2013 at 12:19 PM

    As Sivaram said.. why did you add a button and wrote the logic? Copy control should be enough

    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.