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Meggan Landis 1 How do you create a pdf of related objects to an opportunity record?
Hi everyone-
Full disclosure, I'm not a coder so if you offer help, could you please be VERY specifi with where and how this would work? I am using opportunities. I have a custom object called 'Referents' linked to my opportunities through a lookup field (Referents is a related list on my Opportunity page layout). There can be multiple referent records linked to one opportunity. I have built a visualforce page to create a pdf that includes all of my opportunity fields, but I'm hoping to also create something that will allow me (with a click of a button) to generate a pdf of all referent records associated with an opportunity. I'm assuming some type of loop would need to be included so that every referent record could be added to the pdf. Can anyone help? Is this even possible? Thank you!!!
Meg
Full disclosure, I'm not a coder so if you offer help, could you please be VERY specifi with where and how this would work? I am using opportunities. I have a custom object called 'Referents' linked to my opportunities through a lookup field (Referents is a related list on my Opportunity page layout). There can be multiple referent records linked to one opportunity. I have built a visualforce page to create a pdf that includes all of my opportunity fields, but I'm hoping to also create something that will allow me (with a click of a button) to generate a pdf of all referent records associated with an opportunity. I'm assuming some type of loop would need to be included so that every referent record could be added to the pdf. Can anyone help? Is this even possible? Thank you!!!
Meg
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Thanks,
Jarvis SFDC team
I suspect your query is answered in the below blog,
https://developer.salesforce.com/forums/?id=9060G0000005UWDQA2
https://success.salesforce.com/answers?id=90630000000hTXHAA2
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks.