+ Start a Discussion
MathieuMathieu 

Process action on selected records

I'd like to be able to process a specific action on records in a custom object by checking the a checkbox beside the record in a list and clicking a button at the top of the list.  ie. Marking multiple records as processed simply by checking them and clicking "Process".  Like in the Cases app where you can click multiple cases and close them by clicking the close button.

 

Any help on this would be greatly appreciated.

 

Thanks,

James_RussoJames_Russo
Sounds like all you need to do is create a Checkbox called "Processed" then in your Custom Object Tab create a list view that includes that field.  As long as you have Enhanced Lists in the User Interface enabled, you should be able to process it that way.
MathieuMathieu

Thank you very much... I didn't even know about those enhanced lists.  Makes things MUCH better.

 

Again, thank you.