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Visitor
BettyBlu
Posts: 1

Can I create a form that is populated from the salesforce data

So for example when I have a closed opportunity; add a button that when you click it a contract pdf is created with selected fields and company logo on it?
 
I have the group edition.
 
Thanks a million
Contributor
HooperK
Posts: 5

Re: Can I create a form that is populated from the salesforce data

Hi,
 
I would also like to do a very similar thing. I would like to be able to create a custom link from the Opportunity screen which says 'Create Contract'. This would then automatically pass some Opportunity data and product data to the new Contract screen (hence, creating a contract from the Opps data).
 
Anyone have any ideas?!
 
I'm an advanced administrator but not a developer :smileysad:
 
Thanks in advance,
Kathryn
 
 
Trusted Contributor
Gemini@Work
Posts: 213

Re: Can I create a form that is populated from the salesforce data

Check out Visualforce Pages to PDF, just release in Summer'08.
JP Seabury
My Blog: http://forcemonkey.blogspot.com
Twitter: http://twitter.com/jpseabury
Contributor
HooperK
Posts: 5

Re: Can I create a form that is populated from the salesforce data

Hello,

 

Thanks for getting back to me but this doesn't really answer my question :smileysad:

I'd like to transfer data from one screen to another. Do you have any ideas about that?

 

Thanks
Kathryn

Trusted Contributor
Gemini@Work
Posts: 213

Re: Can I create a form that is populated from the salesforce data

Sorry Hoop, I was replying to the original post on this thread, not the hijacked one.
 
APEX is probably the best way to do what you're looking for.  If you're not apex / code savvy, you could get by with some workflow rules that do field updates.  Have you explored either of those?
JP Seabury
My Blog: http://forcemonkey.blogspot.com
Twitter: http://twitter.com/jpseabury