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Associating existing task with new opportunity
I have added a custom button on my task screens which allow our sales reps to create an opportunity directly from the task screen. The button populates certain fields in the new opportunity. What I would like to do is then associate the task that spawned the opportunity with the opportunity that was just created. Is there anything I can do in the button script to do this? Any other way? Below is a copy of the button script:
navigateToUrl('/006/e?retURL=%2F{!Account.Id}&accid={!Account.Id}&CF00N80000003yiZu={!Task.Show__c}&00N80000004lILD={!URLENCODE(Task.Description)}&opp17={!Campaign.Name}&conid={!Contact.Id}&opp9={!Today}&opp3=Auto Name on Save&opp11=Verbal Commitment');
I was thinking that I might be able to pass the task ID along as one of the parameters and somehow associate it with the opportunity but am unsure how to do this. Help would be greatly appreciated.
Thanks.
You can not associates existing task directly to newly created opportunity just by passing as URL parameter [ because this time you dont have any Opportunuty Id ]
here is solution
1)Create a text field(RelatedTask__c) on Opportunity.
2)pass Task.Id as URL parameter and populate it into this text field(RelatedTask__c)
3)save opportunity.
4)Define trigger on Opportunity like
******* If you create new field RelatedTask__c with same API , just pase above code in in trigger , It will run perfectly
This will associated existing task to newly created Opportunity
Hope this will help you
Thanks,
Bala
All Answers
You can not associates existing task directly to newly created opportunity just by passing as URL parameter [ because this time you dont have any Opportunuty Id ]
here is solution
1)Create a text field(RelatedTask__c) on Opportunity.
2)pass Task.Id as URL parameter and populate it into this text field(RelatedTask__c)
3)save opportunity.
4)Define trigger on Opportunity like
******* If you create new field RelatedTask__c with same API , just pase above code in in trigger , It will run perfectly
This will associated existing task to newly created Opportunity
Hope this will help you
Thanks,
Bala
Thanks Bala - I will give this a try.