Configuring the Open Form Action Type

The Open Form action type opens either a new record, Record Template or an existing record in a new window.

Perform the following steps to configure the Open Form action type:

1. From the General tab on the Button Properties form, select Open Form from the Action Type drop-down field.
2. Select the Action Properties tab.
3. Enter the service whose record you want to open in the Service link box.
4. If a specific record is to be displayed, enter that record's Name or ID in the {_}Service Name_* *record to open link box.
   
   • Leave this field blank to specify that the button should open a new, blank form for the specified service when clicked.
      
5. If a specific record is to be displayed, you can specify a Form Template to use in the New Record Parameters field.
   

   • To specify a Form Template for a specific record, use the following syntax:

     PARAMS(<%FormTemplateID%>=FormTemplateID)

      

6. If the button opens a new record, you can specify default field values to automatically populate the new record or an existing Record Template in the New Record Parameters field (for advanced users).
   
   • To specify default parameters for new records opened by the button, use this syntax: 
     

     PARAMS(Field1=Value%|Field2=Value)

     
     
     • For example, to automatically populate a new Persons record's Company field with the Company whose ID is 1, enter PARAMS(CompanyID=1)
        
   • To specify a specific Record Template to be opened by this button, use the following syntax:
     

     PARAMS(<%RecordTemplateID%>=RecordTemplateID)
      

   • You can also specify a particular Form Template to use in conjunction with the Record Template with the following syntax:
     

     PARAMS(<%FormTemplateID%>=FormTemplateID|<%RecordTemplateID%>=RecordTemplateID)

      
   • See Working with Record Templates for more information about creating pre-defined templates for record creation. 
      
7. Click OK to save the button.