I was referred here from the Formulas & Validation Rules Board.
I was told this approach is not officially supported by salesforce (even though they present this technique in various forums), but I would like to proceed. I have a custom object with a custom button that creates a child Task and presets the values on several Task fields. I'm having trouble defaulting one field - the Related To picklist. I want the parent object name in the picklist to default, but I can't seem to do it. Using Firebug, I determined that the Related To picklist field is tsk3_mlktp, but no matter what I try, I can't get that field to default to my custom object name within that picklist. I've tried the object name in double-quotes, as well as the object ID. If I use the object ID, It does populate the actual object ID in the Related To field, but what I need is the value/name of that object.
I know this is not officially supported by salesforce (even though they present this technique in various forums).
I have a custom object with a custom button that creates a child Task and presets the values on several fields. I'm having trouble defaulting one field - the Related To picklist. I want the parent object name in the picklist to default, but I can't seem to do it.
Using Firebug, I determined that the Related To picklist field is tsk3_mlktp, but no matter what I try, I can't get that field to default to my custom object name within that picklist. I've tried the object name in double-quotes, as well as the object ID. If I use the object ID, It does populate the actual object ID in the Related To field, but what I need is the value/name of that object.
I'm looking to add some type of visual notification on the Home Tab for users when a certain condition exists with records in a custom object. For example, the user is listed in a lookup field on a record in the custom object, and the Status of the record = x. I don't necessarily need the details (just a summary indication is fine if one or more records meet this criteria), but a detailed list would be fine also. Trying to avoid having users run a report or navigate to a tab & select a view.
I know this is not officially supported by salesforce (even though they present this technique in various forums).
I have a custom object with a custom button that creates a child Task and presets the values on several fields. I'm having trouble defaulting one field - the Related To picklist. I want the parent object name in the picklist to default, but I can't seem to do it.
Using Firebug, I determined that the Related To picklist field is tsk3_mlktp, but no matter what I try, I can't get that field to default to my custom object name within that picklist. I've tried the object name in double-quotes, as well as the object ID. If I use the object ID, It does populate the actual object ID in the Related To field, but what I need is the value/name of that object.
