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Can I create a form that is populated from the salesforce data
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06-12-2008 02:20 PM
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
Re: Can I create a form that is populated from the salesforce data
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06-13-2008 07:36 AM
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 
Thanks in advance,
Kathryn
Re: Can I create a form that is populated from the salesforce data
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06-18-2008 06:30 PM
Check out Visualforce Pages to PDF, just release in Summer'08.
JP Seabury
My Blog: http://forcemonkey.blogspot.com
Twitter: http://twitter.com/jpseabury
My Blog: http://forcemonkey.blogspot.com
Twitter: http://twitter.com/jpseabury
Re: Can I create a form that is populated from the salesforce data
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06-19-2008 01:08 AM
Hello,
Thanks for getting back to me but this doesn't really answer my question ![]()
I'd like to transfer data from one screen to another. Do you have any ideas about that?
Thanks
Kathryn
Re: Can I create a form that is populated from the salesforce data
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06-19-2008 05:30 PM
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
My Blog: http://forcemonkey.blogspot.com
Twitter: http://twitter.com/jpseabury

