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- Override Create New Button in order to Auto-Popula...
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Override Create New Button in order to Auto-Popul ate Certain Info Upon creation
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12-20-2012 01:15 AM
HI!
What I'd like to do is rather simple, I imagine, but I do not know how to do it.
In our sales process we have "sell-ups" or opportunities that are a direct result of a previous opportunity. I've created a related relationship so-to-speak for sell-ups to its original opportunity.
For a user to create a "sell-up" they go
1. Go to the original opportunity
2. in the related list section, they hover over "Sell-up" and click Create New Sell-up Button
I need this button, when clicked, to open a record that will have some information already populated from the original opportunity such as Account Name, and Opportunity Type. Once I know how to do one or two fields, I can probably figure out the rest.
Thanks a Million!
Re: Override Create New Button in order to Auto-Popul ate Certain Info Upon creation
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12-20-2012 03:28 AM
Hi,
Yes you can do this for this you need to follow the below steps.
- Create new VF page with standred controller Opportunity.
- Add your bussiness logic to populate the info of orignal opportunity.
- Now click Setup-->Customize-->Opportunity-->Buttons and Links
- In Standred button and links click edit of "New" button.
- Now select Override With, from it select above created VF page (from step 1) and click to save.
Now your new button is overriderd with your custom VF page.
I hope it will help to you.
Regards,
Purushottam

