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deplaideplai 

custom button creation

I have a custom object called "Projects" that has a master detail relationship to "Accounts"

I also have a customer object called "Milestones" that has a lookup relationship to "Projects"

 

To create a new Milestone, I go to the Prjoects object and click on New Milestone in the related list.

Is it possible to create a new button that works similar to creating a new Milestone, but also including the Account lookup as well?

And if so, how would that be accomplished.

Ankit AroraAnkit Arora

Per my understanding you have a relationship like this :

 

-Account

-Projects

-Milestone

 

Now if you want to get the account in milestone while creating new milestone from related list on Project, then there are multiple ways to do this. (Make sure you have account lookup on milestone)

 

1) If you want to prefill the account field then you need to go with visualforce page and open it on click on custom list button.

2) Or you just want to save the account value while inserting the milestone then you can do this using trigger.

 

It depends upon your approach.

 

 

Thanks

Ankit Arora

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