I have a custom object that is used for product setup which is mapped on an opportunity. This is one of the many relationships - there is a chance for many setup objects, but a setup object is mapped on only one occasion.
There are some setup fields in the Opportunity that need to work as the default for custom related objects. Unfortunately, I can not specify them in just one formula - an error is happening.
What I would like to do is a custom button that will allow the user to copy all related setup fields by clicking and editing them in the custom setup object and then as necessary.
No sign or sample code are much appreciated!
You can get this opportunity with a custom button on your Opportunities Details page for your custom object Are there.
All fields / editable screen IDs on standard salesforces are associated with them You can specify the value for the field using these IDs to set the GET parameter on your URL. For example, if you have an 'opp3' ID on the name field on your occasion, the following URL will populate the name field on your new Opportunities page:
https://na2.salesforce.com / 006 / E? Opp3 = Hello + World You have to change the correct server to 2 for your organization.
The new record page URL contains 3 character prefix for your specific object and then prefix for '/ e' 006 occasions. To see if you have 3 characters for your custom object, Try to create a new record.
You have to capture the field ID on your custom object. You can do this by looking at the source of the new record page. For custom fields, this ID will take the form of a Salesform ID (like 00N40000002QVY).
Create a new list button on your custom object and set the behavior without the header and sidebar and set the source to the URL. Create your own URL with id = value pair, which is' & amp; Using the ID that you received from the page source and using the included field functionality to select the opportunity area. You should end something like this:
/ a0U / e? 00N40000002QhEV = {! chance. Name} & amp; 00N40000002 qiu = {! Opportunity.stagename} a0U must be replaced by the correct prefix for its custom object. Then add your button to your custom object under the opportunity in the related list.
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