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sebascanseco Create different custom object's records from custom button
I'd like to have a custom button in Account so when the user clicks it, it can create many new records from a custom object (Invoice) and this new records have to have some fields automatically filled up with data calculated from the account object cutom fields.
Account object custom fields:
StartDate
TotalAmount
Invoice custom object custom fields
InvoiceStarDate
InvoiceAmount
The scenario is the following, a user click on the custom button and the javascript creates 4 Invoices records with the InvoiceStartDate calculated based on the Account.StartDate and the InvoiceAmount calculated from the division of the Account.TotalAmount/4
Example
------------
Account.StarDate = 01/01/2012
Account.TotalAmount=12,000
Click on "Create invoices" custom button and the code creates the following:
Invoice.name = 1
Invoice.StartDate = 01/01/2012
Invoice.Amount=3,000
Invoice.name = 2
Invoice.StartDate = 04/01/2012
Invoice.Amount=3,000
Invoice.name = 3
Invoice.StartDate = 07/01/2012
Invoice.Amount=3,000
Invoice.name = 4
Invoice.StartDate = 10/01/2012
Invoice.Amount=3,000
Finally, if it's not too much to ask for, it would be a really nice touch to know how to auto refresh the account page so the invoices related list could get populated. :-)
Shoud I use an apex class for the calculations? How do I do this?
Hello,
An apex class is the way I would go, with a corresponding vf page. Send the Id of the Account as a parameter in the link so you know from which record you get the data. Retrieve the fields that you need via a soql in the constructor. Have a method that creates your 4 Invoices and inserts them. The return type for the method should be PageReference and should link back to the initial account - this should solve your refresh problem as well.
The page will have only the <apex:page> element with an action set to your createInvoices() method.
This shouldn't take more than an hour of your time, even with test coverage and deployment...
:)
Happy Friday,
Adi
All Answers
Hello,
An apex class is the way I would go, with a corresponding vf page. Send the Id of the Account as a parameter in the link so you know from which record you get the data. Retrieve the fields that you need via a soql in the constructor. Have a method that creates your 4 Invoices and inserts them. The return type for the method should be PageReference and should link back to the initial account - this should solve your refresh problem as well.
The page will have only the <apex:page> element with an action set to your createInvoices() method.
This shouldn't take more than an hour of your time, even with test coverage and deployment...
:)
Happy Friday,
Adi
Thank you Adrian, I'm really new to SF. Could you be more specific and guide me a little more with the syntax of this solution?