Shortcut to add new records for related entities

CRM navigation especially for adding related entities like activities/Contact/Quote Products etc is quite tedious and time consuming. You can add a shortcut for most of these on the main form and save quite a few clicks in the process.

First decide for which entity you need to add "Shortcut" button like if I need to create shortcut for "Existing Order Products" on order form.

So you need to create first URL. You can find URL by pressing CTRL+N on a form for which you need to create shortcut.


URL for adding existing order product:

/orgname/sfa/salesorderdetail/edit.aspx?_CreateFromType=&_CreateFromId=&locked=0

URL for adding write-in order product:

/orgname/sfa/salesorderdetail/edit.aspx?_CreateFromType=&_CreateFromId=&isproductoverridden=1

• Every entity has an ObjectTypeCode associated with it. You can get the complete list in the SDK.


• ObjectId above refers to the current entity id for which the child needs to be added.

You can add ISV button like shown in below on the Order entity,

<Button Icon="/_imgs/ico_18_1089.gif" JavaScript="window.open('/' + ORG_UNIQUE_NAME + '/sfa/salesorderdetail/edit.aspx?_CreateFromType=' + crmForm.ObjectTypeCode + '&amp;_CreateFromId=' + crmForm.ObjectId + '&amp;locked=0','my_ex_item_window','width=900,height=600,toolbar=no,status=yes,scrollbars=yes,resizable=yes')" PassParams="0" WinParams="" WinMode="0">

<Titles>

<Title LCID="1033" Text="Existing Item" />

</Titles>

<ToolTips>

<ToolTip LCID="1033" Text="Add existing order product" />

</ToolTips>

</Button>