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Creating an S-Control for loging a specific type of activity
Hello
I am VERY new at the programming side of SFDC. I need to create a new button on the Task area that reads "New Note." We have to be able to report on our note/history and so as an organization we have to log our notes under Activities.
What I would like this button to do, is open an activity and also pre-populate the subject line, with "Case/Note History."
Also, is there a way to program the button so only certain feilds are available in the screen and feilds are pre-populated? Meaning, the only items availalbe in the task screen for this button would be:
Essentially it would be very similiar to the "Log A Call" but it wouldnt include the area to create a follow up task.
We have a lot more fields that are include in the Task/Activity form because we track various items in this list, so if the fields could be minimized based off the behaviour of the button, it would be less of a process nightmare. I know the above isnt so basic, but thought i would put it out there to see if it is possible, and then if you had any suggestions for programming it.
Thank you,
I am VERY new at the programming side of SFDC. I need to create a new button on the Task area that reads "New Note." We have to be able to report on our note/history and so as an organization we have to log our notes under Activities.
What I would like this button to do, is open an activity and also pre-populate the subject line, with "Case/Note History."
Also, is there a way to program the button so only certain feilds are available in the screen and feilds are pre-populated? Meaning, the only items availalbe in the task screen for this button would be:
- Assigned To:
- Subject: Programmed to say: "Case Note/History"
- Due Date (today)
- Related To
- Name:
- Status: Programmed to be: Completed
- Priority
- Comments:
Essentially it would be very similiar to the "Log A Call" but it wouldnt include the area to create a follow up task.
We have a lot more fields that are include in the Task/Activity form because we track various items in this list, so if the fields could be minimized based off the behaviour of the button, it would be less of a process nightmare. I know the above isnt so basic, but thought i would put it out there to see if it is possible, and then if you had any suggestions for programming it.
Thank you,
"and a corresponding page layout." How do I create a custom layout based upon the type chosen? I've read some message boards to try and get further understanding of this, but it doesnt seemed to be developed yet:
http://ideas.salesforce.com/article/show/37336/Dependent_page_layouts__Dynamically_show_hide_or_make_fieldssections_required_on_a_page_based_on_data_rules
I may just be misunderstanding what you are saying though.
Thanks,