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Passing through Customer ID for New Entry button on CS Extra Table in Sales and Marketing

Hi,

I have added a custom table in Sales and Marketing (SuperOffice Online), but when I click the New Entry the company does not pass through to the new entry record.

ticket.exe?action=listTableEntries&table=y_prod_installed&field.0=y_prod_installed.x_cust_site&value.0=<cuid>&login_secret=<usec>

I have seen a lot of posts on this, and it seems to sugges if I add this, it will work.

&x_cust_site.dbi_key=<cuid>&x_cust_site.dbi_agent_id=1

However I still get the same issue after adding this.

Should this still work?

Many thanks,

Trevor

RE: Passing through Customer ID for New Entry button on CS Extra Table in Sales and Marketing

Hi Trevor,

I believe the bottom stuff will not do anything. The first URL you have should work, but only in our very latest release due to bug 46476. So if you have older than 8.3R02 I think it will not work.

Sverre

Av: Sverre Hjelm 20. jun 2018

RE: Passing through Customer ID for New Entry button on CS Extra Table in Sales and Marketing

Thanks for the reply Sverre, I did think this used to work at some point, and didn't require the second part of the url.  But when I try this now this is not working with just the first part of the url, and this is on SuperOffice online, so I would think this would be on 8.3 R02.  It loads the correct records in the web panel, but the new record does not pass through the customer id.

Many thanks,

Trevor

Av: Trevor Sharp 20. jun 2018

RE: Passing through Customer ID for New Entry button on CS Extra Table in Sales and Marketing

Hi Trevor,

Could you offer some more details/images/video?

Sverre

Av: Sverre Hjelm 22. jun 2018

RE: Passing through Customer ID for New Entry button on CS Extra Table in Sales and Marketing

Hi Sverre,

Thanks for the reply.

Here is the url being used

https://online.superoffice.com/cust****/CS/scripts/ticket.exe?action=listTableEntries&table=y_prod_installed&field.0=y_prod_installed.x_cust_site&value.0=<cuid>&login_secret=<usec>

If we look at the products for our test company the correct products show (not sure why Harrison Ford is showing, someone obviously playing around with SAINT :-) ).

If I click New Entry button, which kind of hides behind the Open in separate window status bar, and shows the & sign in the middle of the word New, it loads a new product screen.

However the customer name is blank.

If I try to save the record without manually adding the customer, I get the field cannot be empty error.

Thanks,

Trevor

Av: Trevor Sharp 22. jun 2018

RE: Passing through Customer ID for New Entry button on CS Extra Table in Sales and Marketing

Hi trevor,

Indeed, but unfortunately the buttom in S&M does not pass the customer / contact id.

You might have to create your custom display and input screen..

the extra benefot is that you will be able to bypass the & sign, which is a bug I think.

 

/Niels

 

 

Av: Niels van Broekhoven 22. jun 2018

RE: Passing through Customer ID for New Entry button on CS Extra Table in Sales and Marketing

Hi Neils,

Thanks for the update.  I thought according to Sverre, this was a bug, that was going to be fixed in the latest release.  Is this not the case.

Many thanks,

Trevor

Av: Trevor Sharp 22. jun 2018

RE: Passing through Customer ID for New Entry button on CS Extra Table in Sales and Marketing

After actually reading what you wrote, I finally understand the problem... sorry for the daftness :-)

There is support for passing parameters to the "New entry" dialog. You need to send in &params=<url encoded parameter string>. So, e.g. if you have a field called "x_description", you can append "&params=x_description%3Dtest" to set it's initial value. If your column is "x_company", send in "&params=x_company%3D<cuid>"

Sverre

Av: Sverre Hjelm 26. jun 2018

RE: Passing through Customer ID for New Entry button on CS Extra Table in Sales and Marketing

Hi Sverre,

 

Thanks for your answer, but where can you edit this / modify that string?

It seems kind of hard coded in the screen.

Av: Niels van Broekhoven 26. jun 2018

RE: Passing through Customer ID for New Entry button on CS Extra Table in Sales and Marketing

Hi Sverre,

This worked perfectly thank you.

Niels this is for SuperOffice Web, and is just a web panel.  Just add this part of the url to the end of the mail web panel url.

For example

https://online.superoffice.com/cust****/CS/scripts/ticket.exe?action=listTableEntries&table=y_prod_installed&field.0=y_prod_installed.x_cust_site&value.0=<cuid>&login_secret=<usec>&params=x_cust_site%3D<cuid>

Trevor

Av: Trevor Sharp 26. jun 2018

RE: Passing through Customer ID for New Entry button on CS Extra Table in Sales and Marketing

Oh, wow, thanks, didn't know it was that easy!

Av: Niels van Broekhoven 26. jun 2018

RE: Passing through Customer ID for New Entry button on CS Extra Table in Sales and Marketing

Is it possible to pass multiple parameters at same time? I tried separating parameters with %26 (&) characters in params, but it doesn't work when used as web panel.

Av: Mikko Tillikainen 19. apr 2021