Using buttons to link to a tab created by a custom entity

SOLVED

Hi everyone!

I created a custom entity using the Advanced Customization Wizard and subsequently created a new tab that shows up in the main opportunities screen. To keep it simple the whole navigation is supposed to happen in roughly one place so that even our older folk can navigate the screens easily. Because of that I wanted to create a button that links to this tab inside my already existing button group for opportunities. However, when I select the action "Other" the new tab (which is a list of the new custom entities similar to e.g. "orders") does not show up with all the other system actions. I am aware that there are other actions available like linking to custom urls, pages or files but I am not sure how this would work as from my understanding the link to the tab from the new entity is different for every single opportunity. 

Is there any way to add the tab to the "System Act" list or do I have to tackle this problem differently?

Kind regards

Norman

  • 0
    SUGGESTED

    Hi Norman

    Firstly when you created your Custom Entity did you say "Owned By Opportunities"? In which case it would have added a new tab for you with a list on it where users can click on new 

    Otherwise another route to go is to;

    i) create a custom list (using a view that links Oppo and Custom Entity) making sure you have at least one field of the Oppo in the list.

    ii) Create a Custom Block that calls on the custom List 

    iii) Then in tabs call on the custom block 

  • 0 in reply to Matthew Shaw

    Hi Matthew,

    yes I did select "Owned by Opportunities" and the tab with a list was created as a result. However, I want to link to this tab with a Button on the main summary page of the Opportunity, just like it is possible to link to the tab of the Quotes list.

    Is that not possible?

    The reason for the button is that the employees that will use it will basically be told that everything they need to advance and refine the opportunity can be found on the right side of their screen as unfortunately some of them are not very familiar with computers.

  • +1 in reply to Norman Zaczyk
    verified answer

    When adding a custom entity tab you select 'CustomFile' and then <entity>/Opportunity<entity>.asp

    On an Advanced Search Select field I have used the following to take the user to a custom entity. Maybe something in here might help

    var intRecordId = CRM.GetContextInfo("project_role","prro_project");
    var strURL = CRM.URL("project/projectsummary.asp")+"&proj_projectid="+intRecordId;
    var strCaptionText = "Project";
    var strFullCaption = "<a href="+strURL+">"+strCaptionText+"</a>:";
    Caption = strFullCaption;
  • 0 in reply to Matthew Shaw

    Thanks, that worked like a charm!