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Help with setting up a button on the opportunity to create a case
Hi
I'm trying to set up a button on the opportunity page which opens a new case but preselects a particular record type for cases ('UK Sales Engagement').
I have this but it's not working, any ideas where I'm going wrong ?
/500/e?retURL=%2F500%2Fo
&cas4_lkid={!Account.Id}
&cas4={!Account.Name}
&00Nw0000008rJRa_lkid={!Account.Id}
&00Nw0000008rJRa={!Account.Messina_Short_Name__c}
&CF00Nw0000008rJRp_lkid={!Opportunity.Id}
&CF00Nw0000008rJRp={!Opportunity.Name}
&00Nw0000008rJRB_lkid={!Opportunity.Id}
&00Nw0000008rJRB={!Opportunity.ARV_Churn__c}
&00Nw0000008rJRk_lkid={!Opportunity.Id}
&00Nw0000008rJRk={!Opportunity.TCVP_New_del__c}
&00Nw0000008rJS4_lkid={!Opportunity.Id}
&00Nw0000008rJS4={!Opportunity.UK_TCVP_re_contract__c}
&{!Case.RecordType}='UK Sales Engagement'
&retURL=/{!Opportunity.Id}
&saveURL=/{!Opportunity.Id}
Thanks very much
Sarah
Trying changing your code with bellow code.
&cas4_lkid={!Account.Id}
&cas4={!Account.Name}
&00Nw0000008rJRa_lkid={!Account.Id}
&00Nw0000008rJRa={!Account.Messina_Short_Name__c}
&CF00Nw0000008rJRp_lkid={!Opportunity.Id}
&CF00Nw0000008rJRp={!Opportunity.Name}
&00Nw0000008rJRB_lkid={!Opportunity.Id}
&00Nw0000008rJRB={!Opportunity.ARV_Churn__c}
&00Nw0000008rJRk_lkid={!Opportunity.Id}
&00Nw0000008rJRk={!Opportunity.TCVP_New_del__c}
&00Nw0000008rJS4_lkid={!Opportunity.Id}
&00Nw0000008rJS4={!Opportunity.UK_TCVP_re_contract__c}
&RecordType=//RecordTypeId of Case
&retURL=/{!Opportunity.Id}
&saveURL=/{!Opportunity.Id}
I hope if this helps you. please mark it solved .
Thanks
All Answers
Trying changing your code with bellow code.
&cas4_lkid={!Account.Id}
&cas4={!Account.Name}
&00Nw0000008rJRa_lkid={!Account.Id}
&00Nw0000008rJRa={!Account.Messina_Short_Name__c}
&CF00Nw0000008rJRp_lkid={!Opportunity.Id}
&CF00Nw0000008rJRp={!Opportunity.Name}
&00Nw0000008rJRB_lkid={!Opportunity.Id}
&00Nw0000008rJRB={!Opportunity.ARV_Churn__c}
&00Nw0000008rJRk_lkid={!Opportunity.Id}
&00Nw0000008rJRk={!Opportunity.TCVP_New_del__c}
&00Nw0000008rJS4_lkid={!Opportunity.Id}
&00Nw0000008rJS4={!Opportunity.UK_TCVP_re_contract__c}
&RecordType=//RecordTypeId of Case
&retURL=/{!Opportunity.Id}
&saveURL=/{!Opportunity.Id}
I hope if this helps you. please mark it solved .
Thanks