Method:Classic General Q&A

Re: How do I duplicate the "Log Call" screen?

Method_Michael — Tue, 04 Oct 2011 21:32:36 GMT

smohyee-

smohyee:
1. For my custom tab, if I just name the link of the CRM_NewActivity screen after one of the links in your default tab, ie "Log Call" or "New Task", then the hidden button progrmaming will kick in automatically and turn it into the screen I want

You got it!

smohyee:
2. Programming a OnLoadAppearance button (does it have to be a button? I'm guessing not) can be used as a way to change the default values of fields on any of my screens. Which is cool.

It doesn't have to be a button but to clarify this a bit further, in the OnScreenLoad event for the screen there is an action for call another action set which calls the actions from the button.

-Michael

Re: How do I duplicate the "Log Call" screen?

smohyee — Tue, 04 Oct 2011 20:47:53 GMT

Great, thanks for the explanation, this answered my question!

So from that I can conclude:

1. For my custom tab, if I just name the link of the CRM_NewActivity screen after one of the links in your default tab, ie "Log Call" or "New Task", then the hidden button progrmaming will kick in automatically and turn it into the screen I want.

2. Programming a OnLoadAppearance button (does it have to be a button? I'm guessing not) can be used as a way to change the default values of fields on any of my screens. Which is cool.

Re: How do I duplicate the "Log Call" screen?

Method_Michael — Tue, 04 Oct 2011 20:38:01 GMT

smohyee-

The CRM_NewActivity ('Log Call') screens presets are setup based on the Tab Link name. When the screen loads it calls a hidden button in the Header section called OnLoadApperance-DONOTSHOW which based on the currently selected tab link sets up the screen with its presets. If you were to add to this button you can create new variations of presets.

-Michael

How do I duplicate the "Log Call" screen?

smohyee — Tue, 04 Oct 2011 20:09:02 GMT

I understand that the "Log Call", "New Appointment" and "New Task" screens are all just variations of the "New Activity" screen... but these aren't actually separately saved screens. Rather, they are all the same screen just programmed to open with different presets, ie automatically changing the activity type to "Incoming Phone Call" or what have you.

So if I'm making a new custom tab, how would I go about putting in a "Log Call" screen based off the New Activity screen, like you guys did?