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AndyPandyAndyPandy 

Custom Button to Save and Create New Custom Object Record

Hi All,

 

I'm looking to find a method of giving a user the ability, if they wish, to create two, separate, Custom Object records in one process.

 

It will always start with them creating a new Custom Object record called "Capital Pipeline"; however, rather than just having the Standard "Save", "Cancel" etc buttons visible in the Edit mode of this inital Custom Object record, I would also like for there to be a button allowing the user to "Save and Book a DEMO".

 

If the user were to select the button "Save and Book a DEMO", it would both save the record they are creating, then take them to the Edit page of a new record on a separate Custom Obect, "Rentals".  Additionally, if possible, the button could also find a way of auto-populating a couple of the cross-over fields in the new "Rental" record, for example "Surgeon", as this field appears on the Page Layouts for both of the Custom Objects (Capital Pipeline and Rentals).

 

Is this something which is possible, and is a Custom Button the best method of doing this?

 

Many thanks indeed,

 

Andy

yvk431yvk431

you can redirect to a visual force page for the click action of the custom button. there you can having custom logic and redirect to which ever page you want.

 

 

--yvk