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MAITREYEE DINGARE Button on list view to mass add records to related list (Create new records for the related list object)
Hello All,
I am very new to the development. I have the following requirement:
Current Scenario:
I have a custom-related list (Promotions) for Accounts and when I create a new record for that related list, it related to the current Account. This is the process that we follow for every single Account to the related list (Promotions).
Requirement:
I need to have a button on the list view page of Accounts. When I select multiple Accounts on the list view and click on that button, I should get the possibility to add those Accounts to the related list (Promotions). I.e. the new related list (Promotions) records should be created for the selected Accounts.
As I am not a developer, it is difficult to write such a code for me and I did not found any templates which can fulfill this function.
Any help is appreciated. Thank you in advance.
Thank you!
Maitreyee Dingare
I am very new to the development. I have the following requirement:
Current Scenario:
I have a custom-related list (Promotions) for Accounts and when I create a new record for that related list, it related to the current Account. This is the process that we follow for every single Account to the related list (Promotions).
Requirement:
I need to have a button on the list view page of Accounts. When I select multiple Accounts on the list view and click on that button, I should get the possibility to add those Accounts to the related list (Promotions). I.e. the new related list (Promotions) records should be created for the selected Accounts.
As I am not a developer, it is difficult to write such a code for me and I did not found any templates which can fulfill this function.
Any help is appreciated. Thank you in advance.
Thank you!
Maitreyee Dingare
I achieved this with Flow. So I created a screen flow with necessary inputs and Lookup to the related list record, and rendered all the selected Accounts using Loop Component. For each record in Loop, I am using the Create Records component to create the related list records.
Thanks to this link from which I got this idea: https://forcepanda.wordpress.com/2019/03/29/how-to-pass-record-ids-from-list-view-to-a-flow-in-lightning/
Thank you!