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Sample web link/sControl to create opportunity from Account page layout
Would I need to use an scontrol to create an Opportunity from the account page layout screen?
I want to have a 1 click option to create a renewal opoportunity based on details in teh account record. I was not sure if I could do this with just a web link or need to use an scontrol.
Any chance someone would have an example they could post?
Thanks
I want to have a 1 click option to create a renewal opoportunity based on details in teh account record. I was not sure if I could do this with just a web link or need to use an scontrol.
Any chance someone would have an example they could post?
Thanks
/006/e?
then use the field names from the opportunity edit page and the values from the account ( {!Account_Name} , ..)
so,
opp4={!Account_Name}
gives :
/006/e?opp4={!Account_Name}&opp4_lkid={!Account_ID}
i throw in the account_ID so that the system won't complain if there are duplicate named accounts ( it happens...)
2 questions...
- Is the list of Opportunity fields on the edit screen availabe in the api documentation? You listed opp4 and opp4_lkid.
- Would there be a way to auto save the first screen and move directly to the save&add product screen?
Thanks for the help.
no, i use View ->Source in the Browser
or in firefox, right click on the edit page and look for "View Page Info" , then find the forms tab.
- Would there be a way to auto save the first screen and move directly to the save&add product screen?
add "save=1", to the end of your args list
to move to the next step, you would construct "retURL=/somethingnew", which normaly tells the app where to go when it's done "saving".
post it when you are done!