Adding a Toggle Favorites Button
You can add a toggle button to companies or persons that toggles the Favorites state of a record.
To add the toggle button:
- Add a button called ToggleFavorites to the Buttons area.
Label and image are automatically assigned.
- Assign OrganizerAction as Action and enter toggleFavorite in the Action input argument.
You can ignore the other parameters.
- Add this button to the desired expand header.
- Define the following two filters. Use the given names, other names are not recognized by the system.
FV.new: Defines how the FV record is created, when a user adds a record as a favorite, for example:
This example defines that the field Rep-ID is set to the current rep and the favorite is marked as web favorite.
FV.currentRep: Defines which of the existing FV records are displayed.
If a record is a favorite but is not marked as Aurea CRM web favorite, it is deleted even if it is marked as another applications favorite, e.g. connector, etc.