Is there a way to add a new task to navigate to a specific event?

Lisa Fields
Lisa Fields
Seventh Anniversary Name Dropper Participant Facilitator 1
in Blackbaud CRM Developer Discussions

I want to add a shortcut to an event on a functional area. I know this needs to be a task. But how can I specify the event? How do I use expression/context to tell it which event??

Tagged:

Answers

  • Gethin James
    Gethin James
    First Anniversary Kudos 1 Facilitator 1 Loyalty Badge

    Hi Lisa,

    You'll need to grab the Event GUID first, go to the specific event then in the URL you'll see
    RecordID=58667ea9-3775-4fb5-ad72-aa81feb630ee

    Then in your ShowPage Task choose ContextType - Expression and then paste that GUID into the Expression field.

    Example Task Edit screen below.

    Be aware that not all functional areas work quite the same. Some are actually Pages and Tasks you associate won't just appear on those pages. Events and Prospects are examples of this where you'd need to go to that page, go into Design Mode and edit the Action Groups to add such a link to a specific event.



    image.png

Categories