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steven75steven75 

Passing the Opportunity to populate in New Case creation.

Hi,

 

I am stuck on this and have no idea how to overcome it.   Hopefully I can get some help here.

 

Basically,  there is no option to create an new Case from Opportunity Record view (only can create new case from Accounts and Contacts view).   So my goal is to have a button create New Case while viewing an Opportunity Record.   I was able to add a List Button called "New Case", which will jump to the New Case creation page ( create button using setup/customize/Case/Buttons and Links, then customer Opportunities page layout to add this button under Case),.   However, I would like the New Case page also populate (passing the Opportunity variables, maybe)  the Opportunity that I was viewing before I jump to this New Case creation page.  In my New Case creation page, I already have the custom fileld called Opportunity created as Data Type = "Lookup(Opportunity".

 

Please help,

Thanks,