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Diane Dougherty 13 OnClick Javascript button missing from Opportunity Page
I have a Javascript button on our classic view that needs to be replaced in Lightning. I am not a developer, just Admin, and I need to make this button available in Lighning. Any help is very much appreciated.
Workflow will run when a new Opportunity record is created and edited and the hidden Send Employer Survey Email custom opportunity field checkbox is updated to TRUE. Custom opportunity button Send Employer Survey button will update it to TRUE.
Workflow Rule Detail
Rule NameSend Employer SurveyObjectOpportunity
ActiveEvaluation CriteriaEvaluate the rule when a record is created, and any time it's edited to subsequently meet criteria
DescriptionWorkflow will run when a new Opportunity record is created and edited and the hidden Send Employer Survey Email custom opportunity field checkbox is updated to TRUE. Custom opportunity button Send Employer Survey button will update it to TRUE.
Rule CriteriaOpportunity: Employer Survey Email SentEQUALSTrue
Workflow Actions
Immediate Workflow Actions
Type/Description
Email AlertSend Employer Survey Email
Email AlertSent Employer Survey Notification to Opportunity Owner
Field UpdateSurvey Sent Date
Thank you!
Workflow will run when a new Opportunity record is created and edited and the hidden Send Employer Survey Email custom opportunity field checkbox is updated to TRUE. Custom opportunity button Send Employer Survey button will update it to TRUE.
Workflow Rule Detail
Rule NameSend Employer SurveyObjectOpportunity
ActiveEvaluation CriteriaEvaluate the rule when a record is created, and any time it's edited to subsequently meet criteria
DescriptionWorkflow will run when a new Opportunity record is created and edited and the hidden Send Employer Survey Email custom opportunity field checkbox is updated to TRUE. Custom opportunity button Send Employer Survey button will update it to TRUE.
Rule CriteriaOpportunity: Employer Survey Email SentEQUALSTrue
Workflow Actions
Immediate Workflow Actions
Type/Description
Email AlertSend Employer Survey Email
Email AlertSent Employer Survey Notification to Opportunity Owner
Field UpdateSurvey Sent Date
Thank you!
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