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App Ribbon New Button

Last post 04-02-2016 1:46 PM by kenichirio. 2 replies.
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  • 03-21-2016 3:32 PM

    App Ribbon New Button

    Hi,

    I successfully created an App Ribbon for the Contacts App from my custom Jobs App.  See attached image.  When I click on the +New in the Contacts App, App Ribbon, I want to get the Active Record ID of the Contact so a new Job can be created with that Contact Active Record ID prefilled.  All standard Apps (Invoice, Estimates, Opportunities) are able to do this.  I poked around in the standard apps but could not figure out how that information was passed.

    I'm assuming that you have to set a sharedResult in the Contacts App then pass it on to my Jobs App but there aren't any events that I can use to trigger actions for the app ribbon.

    Sincerely,

    Kenichiro Kurihara


  • 04-01-2016 4:21 PM In reply to

    Re: App Ribbon New Button

    Hi Kenichiro,

    I just took a quick look into your account here and it appears everything is working as it should be. It might be related to some minor data corruptions in your account that you and I have spoken about offline here, but it appears to be working as of right now.

    Was this a fix you implemented yourself? 

    Regards,

    Ben

    Ben Hargreaves
    Senior Support Specialist
    Method:CRM
    b.hargreaves@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 04-02-2016 1:46 PM In reply to

    Re: App Ribbon New Button

    Hi Ben,

    The app ribbons work.  However I was hoping to pass the Active Record ID of the Contact to my Jobs App when the +New button is clicked.  I noticed that other apps are able to do so.  What is the process they use to grab the Active Record ID information?

    Ken

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