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Squire Kershner Questions on Creating Record from Opportunity
So, the requirement is to create a record on a custom object, from Opportunity. However, we do not want it to be a related record/list.
1) I assume, since the resulting record is not related to the Opportunity, I can't just use a hacked URL button to build the record?
2) I believe I'll have to use JavaScript (unless there's another option) to build the record? I thought about trying to fire a class from a button click to do this, but I'm just not sure how far to go.
3) If I do need to use JavaScript, can I have the new record open in a not-saved status, and more importantly, return to the Opportunity after save, or have I just made the entire script overly complex?
Thank you.
1) I assume, since the resulting record is not related to the Opportunity, I can't just use a hacked URL button to build the record?
2) I believe I'll have to use JavaScript (unless there's another option) to build the record? I thought about trying to fire a class from a button click to do this, but I'm just not sure how far to go.
3) If I do need to use JavaScript, can I have the new record open in a not-saved status, and more importantly, return to the Opportunity after save, or have I just made the entire script overly complex?
Thank you.
Are you populating any data from Opportunity to new Object? Or is it just a link you want to create new record for Custom Object? If thats the case then you can have a custom Button on Opportunity with URL to create a new record, but after saving it will redirect you to New record detail page, to redirect yourself to Opportunity, you need to overwrite Save functionalty for new Object. (probably write a custom VF page for that, with extension only overwriting save function )
Squire KershnerWe are pulling some data from Opportunity to pre-populate the new record. Overwriting the save functionality is way out of scope (and likely a bad idea anyway).
If you want to open Opportunity detail page on Saving of another object record then I am afraid because I dont think there is any good option except overriding Save method. otherwise use JavaScript.