Module tools parameters in the new user interface

General

 

The function of the module tools is basically the same between the current and new user interface of the CRM service, and thus many tools are suitable for use as such in both versions.

 

Terms

Module Tool only visible in the current/new interface. If you want the module tool to be displayed only in the current user interface, the following condition can be written in the Conditions (Show) field of the module tool:

{if $CRM_ENV != “legacy”}Show only at the old user interface{/if}

If, on the other hand, you want the tool to appear only in the new user interface, the condition is as follows:

{if $CRM_ENV != “crm2”} Show only at the new user interface {/if}

 

Parameters

Converting an offer/sales order into a sales order/invoice (Link to another module)

The convertmode parameter used in the current user interface will be replaced by the parameter below in the future. The parameter does not require special formatting based on the output and terminal module, but works as such in all three modules.

copy_inventory_rows_from={$ID}

 

Creating an activity from another module (Link to another module / Create event or task)

When you want to connect e.g. a customer marked in the output module to the created activity, the parameter must be in the form accounts[]={$account_id}. In the example below, a transaction-type activity is created from the Contacts module, to which a customer and a contact are associated.

accounts[]={$account_id}&contacts[]={$ID}

 

Copying an activity (Link to another module)

If you want to copy the activity with the module tool so that the customer and contact connections of the original activity are also copied, the following parameters are required:

copy_relation.accounts={$ID}&copy_relation.contacts={$ID}

 

NOTE! Internet browsers generally recognize the &copy mark as the copyright mark © and may sometimes replace that part with this mark. This is not encountered when creating a module tool, but if it is ever necessary to modify and save the module tool again, please make sure that this mark has not changed to a copyright mark. If this has happened, the situation can be corrected by rewriting the &copy section manually.

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