Good afternoon
I'm currently working on a project with my company to roll out Salesforce to our sales team. One of the criteria for this is that we get all required fields in for our post sales processing (naturally). Each contract involves four address fields however. Now these four addresses can be different, or they can all be the same. More often than not, these are all the same.
Advisers aren't likely to enjoy using Salesforce, or complete controls fully, if they have to type all four addresses in.
What I would like to do is to have a page with addresses on, I want them to fill in the first one (that's mandatory with validations), but for the other three addresses there are tick boxes to indicate whether the address differs (if it's different I can set a validation that makes filling the address mandatory).
So for example, we start off with the Billing Address. The Credit Checking, and Head Office addresses are the same as Billing, however the Delivery Address is different. In this situation the telesales consultant would indicate that Delivery Address is different using a tickbox near that address, and then type in the alternate address. What needs to happen is when they click save, that the other two addresses populate with the Billing Address, so that we can produce a report that can be sent straight off for Post Processing.
My initial attempt used a link like:
/800/e?00N20000001Xafk={!Opportunity.Service_Building_Name__c}&00N20000001Xafp={!Opportunity.Service_address_hidden__c}&00N20000001Xafl={!Opportunity.Service_Sub_Building__c}&00N20000001Xafu={!Opportunity.Service_Street__c}&00N20000001Xafq={!Opportunity.Service_Town_City__c}
However, this only works if you're passing information from one page to the next, so it's restricted on what ti can accomplish without adding in many more address fields, plus we want to have the addresses on the same page going forward.
So, with that detail, and a lot of time searching through this community - I come to your for help. What would be the best way to achieve copying addresses on the same page, but allowing them to be edited if they're not the same?
I'm still quite new to Apex code, however I have a grasp of the basics if that is the best way to achieve this.
All help will be appreciated, if you have any questions, give me a shout.
Many thanks
Jonathan Lawrence
Message Edited by JLLawrence on
07-29-2008 07:41 AM
