Monday, Aug. 21, 2017

Create New Record by Default on Navigation

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December 16, 2012

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Requirement:

The requirement is when user clicks on a custom button in Account Detail – Opportunities View under the Accounts Screen, button click should re-direct the user to Contacts view and user should see a default new record created in the Contact List Applet.
User does have to explicitly create the record when navigated to Contacts view using this button.

Solution:

Follow the below steps to implement this requirement.
1. Go to the Source applet under Account Detail – Opportunities View which is “Related Opportunities List Applet” and create a custom button with HTML type as “Minibutton” as shown below:

new record1

Expose this button in the list applet using Edit Web layout.
2. In the same applet, do Edit Server Scripts and write the below lines of code to enable this button on the UI

new record2

Again in the Server Scripts, write the below lines of code to navigate to the view using GotoView method.

new record3

3. Now go to the destination applet i.e. Contact List Applet and write below lines of code in Browser Script as shown below:

new record4

4. Compile both the applets and generate the genb scripts. Launch the Siebel client. When you click the Custom button, New record will be created as soon as user is navigated to the Contacts view.

Click on the below button:

new record5

A new Record is created as shown below:

new record6



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About Author

Gurdeep

Hi, I am sharing my experience to alleviate beginners with open UI and HI version of Siebel CRM. I work in Sun Life Financials and can be reached via IT Tool box as well. Thanks.

  • sudhir

    How to insret records into mvg of M:M link on click of a button through scripting??

  • Partha

    Instead of scripting, use workflow