{"id":356,"date":"2011-09-02T06:56:00","date_gmt":"2011-09-02T06:56:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=356"},"modified":"2011-09-02T06:56:00","modified_gmt":"2011-09-02T06:56:00","slug":"set-different-values-for-follow-up-task","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/","title":{"rendered":"Set different values for follow up task"},"content":{"rendered":"

Some days ago I came across this requirement. Follow up task is the great tool to create follow up communications immediately, however sometimes it might be the case where in you may want Action or other values of the follow up task to be automatically populated. Below is how you can achieve the same. This blog considers changing the Action of follow up task.<\/p>\n

Basically whenever we create new task the page URL will be something like below.<\/p>\n

http:\/\/localhost\/crm61\/eware.dll\/Do?SID=188485680731732&Act=361&Mode=1&CLk=T&T=newactivity&Key0=4&Key4=1<\/a><\/p>\n

Now if we create follow up task for this task then the URL will be something like below.<\/p>\n

http:\/\/localhost\/crm61\/eware.dll\/Do?SID=188485680731732&Act=361&Mode=3&CLk=&Key0=4&Key4=1<\/a><\/p>\n

In both of the above cases the action value will be the same, but by observation you can find that in first URL you will see \u201cT=newactivity\u201d and this is probably the area of our concern. This is where we get the distinguishing factor to write our scripts on custom content. The script is as follows.<\/p>\n

\n<\/p>\n
\n<\/p>\nScript<\/legend>\n

< script for=window event=onload >
\n
lc_url = document.location.href;
\n
lc_url = new String(lc_url)<\/p>\n

var flg_act=””;
\n
var flg_newact=””;<\/p>\n

\/\/’Check whether action is 361 and it is not a new activity
\n
if(lc_url.search(“Act=361”) > 0)
\n
{
\n
flg_act = ‘Y’;
\n
}<\/p>\n

if(lc_url.search(“T=newactivity”) > 0)
\n
{
\n
flg_newact=’Y’
\n
}
\n
else
\n
{
\n
flg_newact=’N’
\n
}<\/p>\n

if(flg_act==’Y’ && flg_newact==’N’)
\n
{
\n
if(document.EntryForm)
\n
{
\n
document.EntryForm.comm_action.value=’Meeting’;
\n
}
\n
}<\/p>\n

< \/script >
\n
<\/fieldset>\n

<\/p>\n

\n

Happy Scripting!!<\/p>\n","protected":false},"excerpt":{"rendered":"

Some days ago I came across this requirement. Follow up task is the great tool to create follow up communications immediately, however sometimes it might be the case where in you may want Action or other values of the follow up task to be automatically populated. Below is how you can achieve the same. This\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332],"tags":[711,1168,2030],"class_list":["post-356","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-communication","tag-follow-up-task","tag-sage-crm-7-0"],"yoast_head":"\nSet different values for follow up task - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Set different values for follow up task - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Some days ago I came across this requirement. Follow up task is the great tool to create follow up communications immediately, however sometimes it might be the case where in you may want Action or other values of the follow up task to be automatically populated. Below is how you can achieve the same. This\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2011-09-02T06:56:00+00:00\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/\",\"name\":\"Set different values for follow up task - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"datePublished\":\"2011-09-02T06:56:00+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Set different values for follow up task\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Set different values for follow up task - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/","og_locale":"en_US","og_type":"article","og_title":"Set different values for follow up task - Sage CRM \u2013 Tips, Tricks and Components","og_description":"Some days ago I came across this requirement. Follow up task is the great tool to create follow up communications immediately, however sometimes it might be the case where in you may want Action or other values of the follow up task to be automatically populated. Below is how you can achieve the same. This\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2011-09-02T06:56:00+00:00","author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/","name":"Set different values for follow up task - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"datePublished":"2011-09-02T06:56:00+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/09\/02\/set-different-values-for-follow-up-task\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Set different values for follow up task"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/356","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=356"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/356\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=356"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=356"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}