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Charlton Hua Create Parent and using table with selectable options to create child records
Hello All,
I am new to the coding world and would like some assistance in understanding how to achieve this;
I have a custom object -- Opportunity Lines, a master detail of Opportunity object
I would like to create a custom button on the opportunity record page layout that would guide users through a wizard that would create a parent record, Purchase Order, and then display Opportunity Line records in a table manner that then allows users to select multiple records to create Purchase Order Product records.
I know this is bigger than I am skilled to take on however would like some guidance on how to begin if possible? I have all the objects and fields created (easiest part) however am just missing this last piece of the requirement.
Thanks!
I am new to the coding world and would like some assistance in understanding how to achieve this;
I have a custom object -- Opportunity Lines, a master detail of Opportunity object
I would like to create a custom button on the opportunity record page layout that would guide users through a wizard that would create a parent record, Purchase Order, and then display Opportunity Line records in a table manner that then allows users to select multiple records to create Purchase Order Product records.
I know this is bigger than I am skilled to take on however would like some guidance on how to begin if possible? I have all the objects and fields created (easiest part) however am just missing this last piece of the requirement.
Thanks!