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In an earlier post I explained how to create an entity from a Unified Service Desk agent script.
This essentially described the process needed to use the CRM_New_Page action to create an entity. In other examples I have triggered this action from an agent script and also from a toolbar.
I have recently created another example of this to create an opportunity from a contact.
In this my toolbar button looked like this ….
The action it called, that did all the work, looked like this …..
The data portion looked like this ….
I also created another similar action to allow me to create an opportunity for an account. With that the data portion was change to look like this ….
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