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Breno R Gomes
How to create a custom button for an automated Case Creation
Hello Everyone!!
I am trying to figure out how to create a button (called "Full Year") within the Case are of the accounts so that when clicked it will create 12 separate cases, associated with that specific account, and each case representing a month (ie. Jan-2015, Feb-2015, Mar-2015, etc)
And also another button (called "Partial Year") that when clicked, will create cases that are leftover for that year (ie. If button is clicked in September 10th 2015, it will create 4 cases called Sept-2015, Oct-2015, Nov-2015, Dec-2015)
Does that make sense? Is this possible?
After doing this I want to also be able to, once the specific case is closed, will Trigger the deletion of the uploaded file on the case and the automatic upload to Cirrus Files/Google Drive integration...
I know it's a lot to ask, but I've tried with SalesForce Customer Service, but they say it is outside of their allowed help...
Thank you!!
I am trying to figure out how to create a button (called "Full Year") within the Case are of the accounts so that when clicked it will create 12 separate cases, associated with that specific account, and each case representing a month (ie. Jan-2015, Feb-2015, Mar-2015, etc)
And also another button (called "Partial Year") that when clicked, will create cases that are leftover for that year (ie. If button is clicked in September 10th 2015, it will create 4 cases called Sept-2015, Oct-2015, Nov-2015, Dec-2015)
Does that make sense? Is this possible?
After doing this I want to also be able to, once the specific case is closed, will Trigger the deletion of the uploaded file on the case and the automatic upload to Cirrus Files/Google Drive integration...
I know it's a lot to ask, but I've tried with SalesForce Customer Service, but they say it is outside of their allowed help...
Thank you!!
I'm a declarative developer so I don't do code, but it seems like it would be a horrendous amount of coding.
So I do need a parent/child relationship with each Case and Account....(ie. Each od 12 cases is directly under the appropriate account that it was created under)
That would be difficult and not easiely implemented?