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Nicola Byers
Custom button in Lightning
Hi does anyone know hoe to change the url on this button for lightning edition? https://eu5.salesforce.com/0Q0/e?retURL={!Opportunity.Id}&oppid={!Opportunity.Id}&ExpirationDate={!Opportunity.Expiration_Date__c}
May I request you to please refer the below link for creating a custom button in lightning.
- https://salesforce.stackexchange.com/questions/133147/how-to-add-custom-button-to-lightning-layout
- https://success.salesforce.com/answers?id=90630000000Zf7vAAC
Hope it will be helpful.Please mark it as best answer if the information is informative.so that question is removed from an unanswered question and appear as a proper solution.
Thanks
Rahul Kumar
Your button, creates a Quote, from an Opportunity, prepopulating the ID, and Expiration Date?
In most situations, you would be able to replace this with an Action instead, but you can not create a Quote from an Action.
Would Expiration Date be something which your users change, when they create the quote? If not, you could use a formula field instead of this field?
Or use a workflow, upon creation of the Quote, to copy that field of the Opportunity? (But this will be after the user saves)
How about a formula, showing 30 days from created date of the Quote?
(Without testing)
New formula field on quote, return type date
formula:
created date + 30
(Created date, might be date/time, so it will complain, then use:)
datevalue(created date) + 30
Mind you I typed this directly, use the formula editor, to make sure you provide the function, and field with correct spelling and such.
Sorry, wanted to supply quick answer, otherwise, I would be able to reply later this week with a tested answer
we can achive this task through quick action