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Josh Reigner 2 Button to create a new object record and attach child as related record
Hi Community,
I am not a developer and am just trying to make, what I thought, was a quick update to an existing button.
The button creates a Project (Custom Object) from a Request (Custom Object). I need to be able to relate the Request to the newly created Project. This is the code that creates the project, but I need to then call the ID of the newly created Project and insert it into the Project Lookup Field on the Request so the Request becomes a record of the related list on the Project. Does that make sense? Is this even possible?
{!REQUIRESCRIPT("/soap/ajax/29.0/connection.js")}
var Proj = new sforce.SObject("SFDC_Project__c");
Proj.SFDC_Project_Name__c = '{!SFDC_Request__c.Name}'
Proj.SFDC_Project_Description__c = '{!SFDC_Request__c.Request_Detail__c}'
Proj.Users_Affected__c = '{!SFDC_Request__c.Users_Affected__c}'
Proj.Segment_specific_or_Veritiv__c = '{!SFDC_Request__c.Segment_Specific_or_Veritiv__c}'
Proj.Urgency__c = '{!SFDC_Request__c.request_priority__c}'
Proj.Recommended_Solution__c = '{!SFDC_Request__c.Requirements__c}'
// {!SFDC_Request__c.SFDC_Project__c} = {!SFDC_Project__c.Id}
var result = sforce.connection.create([Proj])
if(result[0].success=='true'){
alert('Project ' + Proj.SFDC_Project_Name__c + ' successfully created');
}else{
alert('Could not create record ' + result);
}
I am not a developer and am just trying to make, what I thought, was a quick update to an existing button.
The button creates a Project (Custom Object) from a Request (Custom Object). I need to be able to relate the Request to the newly created Project. This is the code that creates the project, but I need to then call the ID of the newly created Project and insert it into the Project Lookup Field on the Request so the Request becomes a record of the related list on the Project. Does that make sense? Is this even possible?
{!REQUIRESCRIPT("/soap/ajax/29.0/connection.js")}
var Proj = new sforce.SObject("SFDC_Project__c");
Proj.SFDC_Project_Name__c = '{!SFDC_Request__c.Name}'
Proj.SFDC_Project_Description__c = '{!SFDC_Request__c.Request_Detail__c}'
Proj.Users_Affected__c = '{!SFDC_Request__c.Users_Affected__c}'
Proj.Segment_specific_or_Veritiv__c = '{!SFDC_Request__c.Segment_Specific_or_Veritiv__c}'
Proj.Urgency__c = '{!SFDC_Request__c.request_priority__c}'
Proj.Recommended_Solution__c = '{!SFDC_Request__c.Requirements__c}'
// {!SFDC_Request__c.SFDC_Project__c} = {!SFDC_Project__c.Id}
var result = sforce.connection.create([Proj])
if(result[0].success=='true'){
alert('Project ' + Proj.SFDC_Project_Name__c + ' successfully created');
}else{
alert('Could not create record ' + result);
}
Below script should work for you
{!REQUIRESCRIPT("/soap/ajax/29.0/connection.js")}
var Proj = new sforce.SObject("SFDC_Project__c");
Proj.SFDC_Project_Name__c = '{!SFDC_Request__c.Name}'
Proj.SFDC_Project_Description__c = '{!SFDC_Request__c.Request_Detail__c}'
Proj.Users_Affected__c = '{!SFDC_Request__c.Users_Affected__c}'
Proj.Segment_specific_or_Veritiv__c = '{!SFDC_Request__c.Segment_Specific_or_Veritiv__c}'
Proj.Urgency__c = '{!SFDC_Request__c.request_priority__c}'
Proj.Recommended_Solution__c = '{!SFDC_Request__c.Requirements__c}'
var result = sforce.connection.create([Proj])
if(result[0].success=='true'){
var requestResult = sforce.connection.query("Select Id, SFDC_Project__c from SFDC_Request__c WHERE Id ='" + '{!SFDC_Request__c.Id}' + "'", {
onSuccess : function(queryResult){
var it = new sforce.QueryResultIterator(queryResult);
while(it.hasNext()){
var record = it.next();
record.SFDC_Project__c = result[0].id;
var updateResult = sforce.connection.update([record]);
if(updateResult[0].success =='true'){
alert('Request updated successfully.');
} else {
alert('Failed update request');
}
}
},
onFailure : function(queryResult){
alert('Failed to retrieve request');
}});
}else{
alert('Could not create record ' + result);
}
Mark this as an answer if that works well for others to benefit.
All Answers
Below script should work for you
{!REQUIRESCRIPT("/soap/ajax/29.0/connection.js")}
var Proj = new sforce.SObject("SFDC_Project__c");
Proj.SFDC_Project_Name__c = '{!SFDC_Request__c.Name}'
Proj.SFDC_Project_Description__c = '{!SFDC_Request__c.Request_Detail__c}'
Proj.Users_Affected__c = '{!SFDC_Request__c.Users_Affected__c}'
Proj.Segment_specific_or_Veritiv__c = '{!SFDC_Request__c.Segment_Specific_or_Veritiv__c}'
Proj.Urgency__c = '{!SFDC_Request__c.request_priority__c}'
Proj.Recommended_Solution__c = '{!SFDC_Request__c.Requirements__c}'
var result = sforce.connection.create([Proj])
if(result[0].success=='true'){
var requestResult = sforce.connection.query("Select Id, SFDC_Project__c from SFDC_Request__c WHERE Id ='" + '{!SFDC_Request__c.Id}' + "'", {
onSuccess : function(queryResult){
var it = new sforce.QueryResultIterator(queryResult);
while(it.hasNext()){
var record = it.next();
record.SFDC_Project__c = result[0].id;
var updateResult = sforce.connection.update([record]);
if(updateResult[0].success =='true'){
alert('Request updated successfully.');
} else {
alert('Failed update request');
}
}
},
onFailure : function(queryResult){
alert('Failed to retrieve request');
}});
}else{
alert('Could not create record ' + result);
}
Mark this as an answer if that works well for others to benefit.