Hi,

In "classic" it is possible to pass elements from one object record to another through a List Button so that the user does not need to fill in anything and just save the record. I have found this functionality extremely useful for the user experience and have been using it for years. 

The newer Lightening platform does not allow the above functionality. 

I expect that there is a new way of handling what is needed through an Action. I would like to create an action that looks something like this:

Contact record Start Date = CustomObj X Start Date
{!TODAY} = CustomObj X End Date
Contact record Contact ID = CustomObj X Contact ID (lookup)
Contact record Contact Name = CustomObj ContactName

GOAL: The user clicks the "Initiate" List Button on the Contact Related List for CustomObjX ... all the above fields populate ... the record SAVES (or the user hits SAVE)

I tried to set this up myself however I was having dificulty finding a way to map it and I was not sure if I need to create some kind of Lightning component?

Any help greatly appreciated!

Thanks!

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Hi,

I would like to make better use of the Email Function on the Contact record. The standard is that it is available when hovering over the ACTIVITY HISTORY.

In a past SF instance, I had created a button on the CONTACT for "EMAIL NOW" ... it was a little more obvious on the page. My issue is that I can't remember exactly how I got it to work so I am getting an error.

Here's what I have in the button:
https://na20.salesforce.com/_ui/core/email/author/EmailAuthor?p2_lkid={name_firstcon2}
+{name_lastcon2}&rtype=003&retURL=%2F{Contactid}

I also tried:
https://na20.salesforce.com/_ui/core/email/author/EmailAuthor?p2_lkid={Contactid}
&rtype=003&retURL=%2F{Contactid}

While I get no syntax errors, still have it mapped incorrectly.

Appreciate any help?

Thanks in advance!
 

Hi,

 

I am trying to set a workflow based around a formula that combines the existing Record Name that a user has submitted along with two additional values in the record. This is what I have so far, however I must not be selecting the correct filter:

 

Contribution__r.Name &"-"&Name &(year,month,day) = Date__c

 

 

Thanks in advance for any help offered.

Hi,

 

Just curious why this does not seem to work. It seems pretty straight forward that one Date/Time field should be able to equal another. I'm just trying to have this custom field equal the create date. Does anyone see what I might be doing wrong?

 

retailer_status__c=CreatedDate

 

The following error notice appears: Formula result is data type (Boolean), incompatible with expected data type (Date/Time)

 

??

 

thx in advance!

Message Edited by nonprofit admin on 01-31-2008 08:10 PM

Hi,

I would like to make better use of the Email Function on the Contact record. The standard is that it is available when hovering over the ACTIVITY HISTORY.

In a past SF instance, I had created a button on the CONTACT for "EMAIL NOW" ... it was a little more obvious on the page. My issue is that I can't remember exactly how I got it to work so I am getting an error.

Here's what I have in the button:
https://na20.salesforce.com/_ui/core/email/author/EmailAuthor?p2_lkid={name_firstcon2}
+{name_lastcon2}&rtype=003&retURL=%2F{Contactid}

I also tried:
https://na20.salesforce.com/_ui/core/email/author/EmailAuthor?p2_lkid={Contactid}
&rtype=003&retURL=%2F{Contactid}

While I get no syntax errors, still have it mapped incorrectly.

Appreciate any help?

Thanks in advance!
 

Code:-

location.replace('/email/author/emailauthor.jsp?retURL=/{!Lead.Id}&p3_lkid={!Lead.Email}&rtype=00Q&p2_lkid={!Lead.Id}&template_id=00XA0000000RfyB&p5=&save=1');

Error:-

The value of the "p3_lkid" parameter contains a character that is not allowed or the value exceeds the maximum allowed length. Remove the character from the parameter value or reduce the value length and resubmit. If the error still persists, report it to our Customer Support team. Provide the URL of the page you were requesting as well as any other related information. 

Hi,

 

I am trying to set a workflow based around a formula that combines the existing Record Name that a user has submitted along with two additional values in the record. This is what I have so far, however I must not be selecting the correct filter:

 

Contribution__r.Name &"-"&Name &(year,month,day) = Date__c

 

 

Thanks in advance for any help offered.

Hi,

 

Just curious why this does not seem to work. It seems pretty straight forward that one Date/Time field should be able to equal another. I'm just trying to have this custom field equal the create date. Does anyone see what I might be doing wrong?

 

retailer_status__c=CreatedDate

 

The following error notice appears: Formula result is data type (Boolean), incompatible with expected data type (Date/Time)

 

??

 

thx in advance!

Is it possible to create a report that shows all the contacts (for accounts) with no activities - completed or open?

Peter

Dear All,

The Sales Team is tracking opportunities. We are now implementing project management and have a custom object "Projects." A project is always related to an opprotunity, and they share the same Project Name. Is there a way to auto fill fields when you create a new Project with information from the Opportunity?

Any help would be great. Thanks!

- Mike

Message Edited by nonprofit admin on 01-31-2008 08:10 PM