Apex Code Development You need to sign in to do that
Don't have an account?
How to create a custom button on one object that inserts record in other object?
I have 2 custom objects Client Versions and QA Release. I would like to create a custom button on QA Release which when clicked creates a new record on Client Versions using data from the fields on QA Release.
Can anyone please give me a sample code for this? It can be URL hacking or Javascript.
Thanks!
Mayank
Creating a master detail relationship between those 2 objects is not an option because the child object has like 100 records and I'll have to populate the lookup field with data for each of those records.
Is there a way to do this without creating a master detail relationship?
I decided to use Javascript code instead but I see the following error:
"A problem with the onclick javascript for this button or link was encountered.
Unexpected identifier"
Can anyone please tell me that what's wrong with the following?
{!REQUIRESCRIPT('/soap/ajax/27.0/connection.js')}
getDate = function(dateObj)
{
var day = dateObj.getDay() < 9 ? '0'+dateObj.getDay() : dateObj.getDay();
var month = dateObj.getMonth() < 9 ? '0'+dateObj.getMonth() : dateObj.getMonth();
return dateObj.getFullYear()+'-'+month+'-'+day;
}
var oppty = new sforce.SObject('Client Version');
oppty.Name ='{!QA_Release__c.Client__c} - {!QA_Release__c.Client_Site_Type__c} - {!QA_Release__c.Release_Version__c}';
oppty.Account= {!QA_Release__c.Client__c};
oppty.Environment= {!QA_Release__c.Environment__c};
oppty.Sentry_Version_Number = {!QA_Release__c.Branch__c};
oppty.Sentry_Branch_Version = {!QA_Release__c.Release_Version__c};
oppty.Installation_Type= {!QA_Release__c.Client_Site_Type__c};
oppty.Delivery_Date= {!QA_Release__c.Delivered_Date__c};
oppty.Install_Date= {!QA_Release__c.Delivered_Date__c};
result = sforce.connection.create([oppty]);
if(result[0].success == 'true')
{
alert('A New Client Versions record with Name - ' + oppty.Name + ' was Created Successfully.');
}
(only for the section where you are doing the assignment to oppty)
I get the following error message now.
salesforce {faultcode:'soapenv:Client', faulstring:"6/6/2013' is not a valid value for the type xsd:date',}
Code:
{!REQUIRESCRIPT("/soap/ajax/16.0/connection.js")}
{!REQUIRESCRIPT("/soap/ajax/16.0/apex.js")}
var oppty = new sforce.SObject('Client_Version__c');
oppty.Name ='{!QA_Release__c.Client__c} - {!QA_Release__c.Client_Site_Type__c} - {!QA_Release__c.Release_Version__c}';
oppty.Account__c = '{!QA_Release__c.Client__c}';
oppty.Environment__c = '{!QA_Release__c.Environment__c}';
oppty.Sentry_Version_Number__c = '{!QA_Release__c.Branch__c}';
oppty.Sentry_Branch_Version__c = '{!QA_Release__c.Release_Version__c}';
oppty.Installation_Type__c = '{!QA_Release__c.Client_Site_Type__c}';
oppty.Delivery_Date__c = '{!QA_Release__c.Delivered_Date__c}'
oppty.Install_Date__c = '{!QA_Release__c.Delivered_Date__c}'
result = sforce.connection.create([oppty]);
if(result[0].success == 'true')
{
alert('A New Client Versions record with Name - ' + oppty.Name + ' was Created Successfully.');
}
The problem is due to the date field
Thanks a lot for that. Atleast now it doesn't throw that error.
But the code is not doing what it's intended to do. I'm very new to salesforce and Javascript programming so I have no clue about how to debug the code. I click on the custom button and it does nothing.
{!REQUIRESCRIPT("/soap/ajax/16.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/16.0/apex.js")} var oppty = new sforce.SObject('Client_Version__c'); var today=new Date(); oppty.Name ='{!QA_Release__c.Client__c} - {!QA_Release__c.Client_Site_Type__c} - {!QA_Release__c.Release_Version__c}'; oppty.Account__c = '{!QA_Release__c.Client__c}'; oppty.Environment__c = '{!QA_Release__c.Environment__c}'; oppty.Sentry_Version_Number__c = '{!QA_Release__c.Branch__c}'; oppty.Sentry_Branch_Version__c = '{!QA_Release__c.Release_Version__c}'; oppty.Installation_Type__c = '{!QA_Release__c.Client_Site_Type__c}'; oppty.Delivery_Date__c = sforce.internal.dateTimeToString(today); oppty.Install_Date__c = sforce.internal.dateTimeToString(today); result = sforce.connection.create([oppty]); if(result[0].success == 'true') { alert('A New Client Versions record with Name - ' + oppty.Name + ' was Created Successfully.'); }I guess I'll revert to URL hacking in case this doesn't work.
You just replaced the stuf with the link I gave. Please adjust the code according to your need.
Remove these lines it will work.
(But it wont be setting the these two fields)
oppty.Delivery_Date__c = sforce.internal.dateTimeToString(today);
oppty.Install_Date__c = sforce.internal.dateTimeToString(today);
Problem is with these two fields
I am doing the same thing, if i am using Name field only then it is working fine but
if i put lookup field then it is not working.
Customer_Name__c - Look Up field - Contact Lookup
Requested_By__c- Look Up Field - Contact Lookup
{!REQUIRESCRIPT("/soap/ajax/23.0/connection.js")}
{!REQUIRESCRIPT("/soap/ajax/23.0/apex.js")}
var oppty = new sforce.SObject('SalesOrder__c');
oppty.Name = '{!LeadGen__c.Name}'; - Working fine if i assign Name field only
oppty.Customer_Name__c = '{!LeadGen__c.Account_NameId__c}'; -- Look up Field
oppty.Requested_By__c = '{!LeadGen__c.Contact_PersonId__c}'; -- Look up Field
result = sforce.connection.create([oppty]);
I am newbee in this, please help to resolve this issue.
Thanks in advance
Vikash