function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
AlexhoranAlexhoran 

Custom Button Help

I am looking for pointers to create a button that would do the following:
 
When clicked several fields are updated in the record the button is in:
Current User Name is entered into one field
That days Date is entered into another
And a check box is made true
 
But I cannot find any examples of how I would do this - can anyone point me towards some examples of this? (I will be doing this for leads but an example for any type of record would be fine, as it would translate easily to a lead).
 
Thanks - Alex
TCAdminTCAdmin

Alex,

You should be able to do this with either a s-control if you are using Enterprise or with a custom link for all editions.  If you are enterprise edition and have some experience doing JavaScript or similar language then you could do it this way.  Doing this with a custom link would require some custom link and form manipulation experience.  Custom link information can be found at: (you may have to change the na1 to your server which can be found in your organizations URL)

https://na1.salesforce.com/_ui/training/help/pub/UserEdSolution?id=501300000000GaC&retURL=https%3A%2F%2Fna1.salesforce.com%2F_ui%2Ftraining%2Fhelp%2FCombinedSearchPage%3Fstr%3Dcustom%2Blink%2Bcreate%2Brecord&ps=1&orgId=00D000000000062

https://na1.salesforce.com/_ui/training/help/pub/UserEdSolution?id=5010000000001ir&retURL=https%3A%2F%2Fna1.salesforce.com%2F_ui%2Ftraining%2Fhelp%2FCombinedSearchPage%3Fstr%3Dcustom%2Blink%2Bcreate%2Brecord&ps=1&orgId=00D000000000062

For information on doing this with a s-control then you would need to go to http://www.salesforce.com/developer and read up on the API and the assorted information.  If you need assistance creating something like this then please let me know here or at my email.
gireeshzgireeshz
That sounds a lot like a detail page button (new to Winter '07 I think) whose 'behavior' is set to 'Execute Javascript'.  You'll have to write the Javascript  to set the field values, and be careful - the javascript Date function does not return the format that SF date fields like - you'll have to do some reformatting. 

some searching between the forums and the API documentation should give you all you need to write the JS.

if you don't have the Javascript know-how let me know and I might be able to paste something from a button I have created in the past.