You need to sign in to do that
Don't have an account?
Philippe Rapin 5
Custom button to open the record in another page with another Layout
Hello,
I am trying to setup a custom button to open the current record (Case object), but with a custom Layout (such as a printable summary).
I created the Layout (called "Case Layout - Support Report") and the button, but I do not understand how I can force the Layout.
Here is the code of the button (please indicate me a proper way, if possible, I do not like the hardcoded way:
https://eu4.salesforce.com/{!Case.Id}
Thanks for your help
I am trying to setup a custom button to open the current record (Case object), but with a custom Layout (such as a printable summary).
I created the Layout (called "Case Layout - Support Report") and the button, but I do not understand how I can force the Layout.
Here is the code of the button (please indicate me a proper way, if possible, I do not like the hardcoded way:
https://eu4.salesforce.com/{!Case.Id}
Thanks for your help
There are two approach to do this.
If you know what the recordtype is then hardcode in the URL.
for example https://ap1.salesforce.com/{!Case.Id}/e?RecordType=01290000000spKa
The text in the red is recordtype id.
Another approach would be dynamic, You will have to make query to fatch recordtype.
For this you need to use content source for button is java script. Here I am sharing some code you can refer and let me know
Hope this helps !!
--
Thanks,
Swayam
Thanks for the answer. I am not sure about the RecordType solution. The Layout I want to apply is not the standard Layout for the RecordType but another one...
The idea is when a case is terminated, it would be possible to generate a report that does not contains every fields, but only a couple of ones.
Regards