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>