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wdadmin2010
Custom Button to Open a Case Layout
I need to create a custom button that will open up a new case layout. The default layout is the case screen but I want users to see another layout when they click on a button called Send Case within the default case layout. I've already created the case page layout that I want users to see when they click this button but I can't figure out how to specify the appropriate URL for this layout within the associated custom button I created i.e. Send Case.
Can someone point me in the right direction on how to accomplish this?
Thank you.
So, I think you should create a record-type for Case and assign new layout to it.
And on click of button pass the record-type Id(which has new/different layout) in URL, by this user would see new layout.
you may also need a workflow rule to flip the record type back to the standard one after they save/send