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IntuitivIntuitiv 

Triggering on a button

Hi,

 

I would like to create a new custom object (called Billing) with the usual 'new' button situated on the list of another 'parent' tab (also custom object called Project File). The difficult part is that I would like information contained by some of the 'Project File' fields to be automatically transferred onto the same types of field but in the new 'Billing' object. I would like this transfer to occur when clicking on the 'new' button.

 

If anyone has an idea concerning my problem, please notify me.

 

Thank you,

 

Intuitiv 

Slaviša MaslićSlaviša Maslić

Hi Intuitiv,

 

Basically, you have to define your button with Content Source == URL. As content you have to define the URL which passes the values from the object Project File to the Edit-page of your Billing object. This can be done with the URLFOR function or "hard-coded".

 

You can find an example in the following post:

click here

 

Regards,

Sascha

 

 
IntuitivIntuitiv

Thanks a lot Sascha!

 

 Intuitiv