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Jeff Bomar
create a button in lightning
Would like some advice if someone could help me out. Not sure if this is where I should post this since not sure if Apex code needs to be written.
I have a custom object call Custom programing. I would like a button that could be clicked within the object that would create a record that is a child of the billing object and copy over the information from the custom programming object. I am just wondering if this could be done. and where would I start or some documentation could read.
Example:
Custom Programing: Create a New Business drop ( this is an object that would contain the button) there is a related list under the account called Monthly billing which is products once you click on the product there is a related list that contains the monthly charges for that item.
List View:
An account with a related list Custom Programming and Monthly Billing and monthly billing with chield records for the items related to that product.
I have a custom object call Custom programing. I would like a button that could be clicked within the object that would create a record that is a child of the billing object and copy over the information from the custom programming object. I am just wondering if this could be done. and where would I start or some documentation could read.
Example:
Custom Programing: Create a New Business drop ( this is an object that would contain the button) there is a related list under the account called Monthly billing which is products once you click on the product there is a related list that contains the monthly charges for that item.
List View:
An account with a related list Custom Programming and Monthly Billing and monthly billing with chield records for the items related to that product.
Try building a flow to do this. You can use the recordId variable to pull in the information needed to create the child object. You can use a Loop element to get a collection of records to associate. An example: https://salesforce.stackexchange.com/questions/143940/create-child-record-using-flow