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DJTryingToLearn
I want to add logic to the Clone button that performs a field update?
Do you know? Can you help?
Is it possible to add logic to the Standard Clone button to update a field "Cloned?" to "Yes" on the oppty record when an oppty is cloned?
Any feedback or suggestions would be truly appreciated.
DJ - I think You're close
When cloning an Opportunity I this:
One way to test what this does is identify the pieces and replace them manually in the URL before creating the button.
for instance the character string starting with 006 is the Opportunity ID. If I go to a different Opportunity and Copy and Paste its ID over the one present in my above link... I should get the Clone edit page for the different Opportunity. Once I confirm that I understand how the URL works we can start replacing things for your button.
What I'll do after I identify the different parts of the URL is start putting it together in pieces .So first the clone portion
Then finally the ret URL:
Try putting that whole thing together first and see if you get your clone functionality. Then you can continue to add to the URL to fill in values on that Edit Page.
All Answers
URL Rewriting is possible - a little bit of a hack, as html id's tend to be environment specific. although they will be the same on sandboxes refreshed from production.
You could add the 'Cloned' field to the Edit Page Layout, then figure out the html id of this field (view source and search for the label to find the id).
Override the default Clone button with a custom button, set the URL to the same one as the one the standard buttons sends you to (hit Clone and copy from browser URL).
Simple add the &HTML_ID=true at the end of the URL.
so for eg.
https://XXX.salesforce.com/006/e?clone=1&id=006P0000002IErS&nooverride=1&retURL=/006P0000002IErS&scontrolCaching=1&sfdc.override=1&00N20000001Pe3J=true
I can see how this formula should work hard coding an id for the oppty, but if I add this as a button, do you know how to set it so that it dynamically pulls each new oppty id? Or am I overthinking this?
Thank you for your patience!
I'm still hitting an error: here's what I have so far - you probably see something obvious! ?
https://cs4.salesforce.com/006/e?clone=1&id={!Opportunity.Id}&nooverride=1&retURL=/{!Opportunity.Id}&00N20000001Pe3J=true
....getting keyboard forehead! :P
aaaargh! I think I've tried every variation and I need to break and come back and look at it with fresher eyes or something! Still erroring... Here's my latest version attempt:
https://cs4.salesforce.com/006/e?clone=1&id='{!Opportunity.Id}'&nooverride=1&retURL=/'{!Opportunity.Id}'&00N20000001Pe3J=true
DJ - I think You're close
When cloning an Opportunity I this:
One way to test what this does is identify the pieces and replace them manually in the URL before creating the button.
for instance the character string starting with 006 is the Opportunity ID. If I go to a different Opportunity and Copy and Paste its ID over the one present in my above link... I should get the Clone edit page for the different Opportunity. Once I confirm that I understand how the URL works we can start replacing things for your button.
What I'll do after I identify the different parts of the URL is start putting it together in pieces .So first the clone portion
Then finally the ret URL:
Try putting that whole thing together first and see if you get your clone functionality. Then you can continue to add to the URL to fill in values on that Edit Page.
:smileyvery-happy: THANK YOU THANK YOU THANK YOU! I FINALLY GOT IT! I'm so excited I want to CELEBRATE! WOOO HOOO! THANK YOU!
My biggest obstacle was that I was using the wrong Behavir type - so after I chose "Dispaly in existing window without sidebar or header" and Content Source = URL, here is my final formula:
Note - My Cloned? field is a picklist field
https://na3.salesforce.com/{!Opportunity.Id}/e?clone=1&retURL=%2F{!Opportunity.Id}&00N500000022TTd="Yes"
Woo Hoo! Thank you so much! I learned so much from you guys!!!