Basic Code Structure of an Add or Insert Page

Less than one minute read time.

Here we can see the basic code structure for an Insert of a new Record expressed in ASP page code.

I have used here a new opportunity record but it really could be any record including tables in third-party databases. Please note the comments.

if(CRM.Mode ==View)
{
CRM.Mode = Edit;
}
var myBlock = CRM.GetBlock('opportunitydetailbox');
var myRecord = CRM.CreateRecord('Opportunity');

//set values for fields not displayed on screen
myRecord.oppo_stage= 'Lead';
myRecord.oppo_status= 'In Progress';
myRecord.oppo_primarycompanyid= CRM.GetContextInfo('Company','comp_companyid');
myRecord.oppo_primarypersonid= CRM.GetContextInfo('person','pers_personid');

//set workflow
myRecord.SetWorkflowInfo("Opportunity Workflow", "Lead");

CRM.AddContent(myBlock.Execute(myRecord));
Response.Write(CRM.GetPage());

if(CRM.Mode == Save)
{
//Redirect page where after the save
Response.Redirect(CRM.URL('customoppolist.asp'))
}

Michele Gaw over 7 years ago

Jeff...

Sorry for the delay in posting back. The information that you provided worked perfectly for me.

Thank you!!!
- Cancel
- Vote Up 0 Vote Down
- Sign in to reply
- More
- Cancel
Sage CRM over 7 years ago

Michele

Q: If the field is included in the opportunitydetailbox, there is no further action required to create the opportunity record?

A: Correct.

Q: if the values are displayed on the screen, I only need the block and the record. Am I understanding that correctly?

A: You are.

Q: is it possible to use this same theory to insert records into different entities displayed on the same container.

A: Yes. See: community.sagecrm.com/.../example-of-a-complex-screen-editing-multiple-records-in-asp-using-the-sage-crm-6-2-coding-name.aspx
- Cancel
- Vote Up 0 Vote Down
- Sign in to reply
- More
- Cancel
Michele Gaw over 7 years ago

Jeff...

If the field is included in the opportunitydetailbox, there is no further action required to create the opportunity record? I see the lines on how to set the values for fields not displayed on the screen. Therefore, I am assuming that if the values are displayed on the screen, I only need the block and the record. Am I understanding that correctly?

Also, is it possible to use this same theory to insert records into different entities displayed on the same container.

I know if have done inserts reading from an internal or external table into different entities. However, I am wondering if I can develop that same theory here from the screen.

Any assistance you can provide would be greatly appreciated.

Thank you!
- Cancel
- Vote Up 0 Vote Down
- Sign in to reply
- More
- Cancel

Sage CRM

Basic Code Structure of an Add or Insert Page

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING