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Custom field to create event from account view
Hi,
To speed up our call planning, we want to add a button to the account view the provide the user with a single click to get to the New Event page (associated with the account) in the Calendar.
I think that by having a custom fomula field on the Account record I am partly their.
I have tried adding a HYPERLINK script (as below) but this doesn't seem to work correctly.
Any Ideas.
Leslie
I have some instructions on my site for creating custom links. If you follow these instructions you should be able to create what you are looking for. They are instructions that do not include the JavaScript control but it sounds like you would not need it. Please let me know if you need assistance with it.
Thanks Chris, your site gave me the direction I needed.
I ended up with the this code to create a new event (in a new custom field on account record).
HYPERLINK("/00U/e?what_id="&Id&"&retURL=%2F"&Id&"&RecordType=01220000000CqsK&cancelURL=%2F"&Id&"&ent=Event", IMAGE(" /servlet/servlet.FileDownload?file=01520000000NHJB",
"POA Visit" ), "_parent"
Trying to expand my solution a bit now, as I have mutilple markets using different event types.
Is there a better way than using a case statement (as below) to differentiate between the RecordType's ?
CASE( $User.Department,
,
,
,
,
,
"UK - Sales",
HYPERLINK("/00U/e?what_id="&Id&"&retURL=%2F"&Id&"&RecordType=01220000000CqsK&cancelURL=%2F"&Id&"&ent=Event", IMAGE(" /servlet/servlet.FileDownload?file=01520000000NHJB",
"POA Visit" ), "_parent"
"DE - Sales",
HYPERLINK("/00U/e?what_id="&Id&"&retURL=%2F"&Id&"&RecordType=01220000000CsS9&cancelURL=%2F"&Id&"&ent=Event", IMAGE(" /servlet/servlet.FileDownload?file=01520000000NHJB",
"POA Visit" ), "_parent"
"FR - Sales",
HYPERLINK("/00U/e?what_id="&Id&"&retURL=%2F"&Id&"&RecordType=01220000000CqsP&cancelURL=%2F"&Id&"&ent=Event", IMAGE(" /servlet/servlet.FileDownload?file=01520000000NHJB",
"POA Visit" ), "_parent"
"ES - Sales",
HYPERLINK("/00U/e?what_id="&Id&"&retURL=%2F"&Id&"&RecordType=01220000000Ctsc&cancelURL=%2F"&Id&"&ent=Event", IMAGE(" /servlet/servlet.FileDownload?file=01520000000NHJB",
"POA Visit" ), "_parent"
"NL - Sales",
HYPERLINK("/00U/e?what_id="&Id&"&retURL=%2F"&Id&"&RecordType=01220000000CuLN&cancelURL=%2F"&Id&"&ent=Event", IMAGE(" /servlet/servlet.FileDownload?file=01520000000NHJB",
"POA Visit" ), "_parent"
HYPERLINK("/00U/e?what_id="&Id&"&retURL=%2F"&Id&"&RecordType=01220000000CqsK&cancelURL=%2F"&Id&"&ent=Event", IMAGE(" /servlet/servlet.FileDownload?file=01520000000NHJB",
"POA Visit" ), "_parent"
)
Any further help would be greatly appreciated.
Leslie
LeslieS,
If you don't know JavaScript then the case method is about your only option. You can shorten your formula though by putting only the record type portion within the CASE and not repeat the whole formula each time. A short example is below that you may be able to work with.
Code:
HYPERLINK("/00U/e—what_id="&Id&"&retURL=%2F"&Id&"&RecordType=" & CASE($User.Department, "UK - Sales", "01220000000CqsK", "DE - Sales", "01220000000CsS9", "01220000000CqsP")& "&cancelURL=%2F"&Id&"&ent=Event", IMAGE(" /servlet/servlet.FileDownload–file=01520000000NHJB", "POA Visit" ), "_parent")Let me know if this doesn't make since.
Message Edited by TCAdmin on 10-04-2007 01:31 PM
Chris,
That looks perfect, and will allow me to add more markets/ departments as before I was running into compile problems exceeding the max chars.
2 small errors where the "?" was replaced by a "-"
Kind regards,
Leslie
Message Edited by LeslieS on 10-05-200703:55 AM