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xnerd00xxnerd00x 

Adding new OpportunityLineItems with custom page

Hi - we currently do not like the fact we have to click through several screens just to add a product.  Therefore, what we have done is create a custom button that goes to a custom object, and the custom object does an insert into the real oppLineItem in the background.  However, the way we tie this custom opp line item back to the opportunity is by passing the opportunity name to the custom opp line item via the URLFOR function.  Unfortunately, it doesn't seem like you can use the opportunityId as one of the params for this function.  This causes a problem when there are two opps with the same name, or similar names (i.e., opp 01 vs. opp 011)

 

Has anyone overridden the adding of opp products in their org?  Any pointers on how it was done?

kgibsonkgibson
We have a similar custom object; we added another custom Text field called "Opportunity_ID" that was the Salesforce 18-char ID of the Opportunity it was tied to.
PSteves91PSteves91

Hello,

 

I have a similar issue, would you mind elaborating on the steps your taking to add an opportunity line item?

Thanks!