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Darb Create a new Case from an opportunity - using a button
I want to create a new case from an opportunity. I have built the connection between the two using a lookup relationship. Now I have a button on the case related list to allow users to create a new case directly from the opportunity. I want to make it as easy as possible by pulling in related information from the opportunity so the user does not have to reenter it. The challenge I now have is that I have multiple accounts with the same name and the user must then select the correct account. Is there a way to pull the account from the opportunity without having the user look the correct one up from a list? The button URL is listed below.
/500/e?&cas4={!Opportunity.Account}&cas8=Medium&CF00N50000002Seac={!Opportunity.Name}&cas11="Opportunity"&RecordType=01250000000DvtV
cas4_lkid={!Account.id}&cas4={!Account.Name}
this will solve your issue as there will be a problem when you pass account name and there are more than one account with same name
All Answers
Try this
&cas4={!Account.Name}
I have the same button as you are creating and lots of accounts with the same name, I havent heard of the issue you describe, so maybe this method will work for you?
PB
cas4_lkid={!Account.id}&cas4={!Account.Name}
this will solve your issue as there will be a problem when you pass account name and there are more than one account with same name
This worked, thank you for your help.
/500/e?cas4_lkid={!Account.Id}&cas4={!Account.Name}&&cas8=Medium&CF00NF000000CjRiO={!Opportunity.Name}
Not having any issues with either Account or Opportunity coming over on this record type.
I have copied your url with my own info and I am having difficulty with the Opportunity coming over without having to search for the opportunity name on this record type. Could you help?
/500/e?cas4_lkid={!Account.Id}&cas4={!Account.Name}&cas8=Medium&CF00NF000000CjRiO={!Opportunity.Name}&Cas11="opportunity"&RecordType=012F00000013OJN