OpenQuickCreate

Description

Opens a new quick create form.
 

Signature

OpenQuickCreate('name', 'fromentity', 'parameters')

Example 1

Open a quick create Account form.

OpenQuickCreate('account')

 

Example 2

Open a quick create Contact form with the Last Name field set to Gates

OpenQuickCreate(
  'contact',
  'null', 
  SetAttribute('lastname', 'Gates')
)

Example 3

Open a quick create Contact form with the Customer field set to the current Account

OpenQuickCreate(
  'contact', 
  'null', 
  SetAttribute('parentcustomeridname', [account.name]), 
  SetAttribute('parentcustomerid',[account.accountid]), 
  SetAttribute('parentcustomeridtype','account')
) 

Example 4

e.g. Open a quick create Appointment form with the From field set to the current Lead record and its location and subject set using the Lead fields. 

OpenQuickCreate(
  'appointment',
  [lead.leadid], 
  SetAttribute('location', [lead.address1_composite]),
  SetAttribute('subject',
    'Reminder Meeting with Potential Client : ' + [lead.subject] )
)

Example 5

Account entity has multiple Quick Create forms and we want to open a specific one and set the name to a default value. 

 

Note 1: You can get the GUID of the form id by opening  the form in Designer mode and grab the form id from the URL.

Note 2: Please make sure that the form is added to you App in the App Designer before testing, otherwise it will use the default Quick Create form.

 

OpenQuickCreate(
  'account', 
  'null', 
  SetAttribute('name', 'Hello World'), 
  SetAttribute('formid',A7107686-B197-4C69-9103-3CD2C7B87237)
  
) 

 

 

Microsoft APIs

This North52 function relates to the following Microsoft APIs:

• openQuickCreate