You need to sign in to do that
Don't have an account?
rwilcox@thinkingphones.com
Create action plan from custom button
We are using Action Plans v3 and I've created a custom button on the opportunity record that calls one of my templates directly. When the action plan is created I'd like to auto populate the opportunity name in the action plan from the opportunity (Related Object).
How is this done?
---UPDATE---
After playing with this for a while, I found my answer.
/apex/ActionPlanCreation?refType=Opportunity&templateId=<your.template.name.here>&refId={!Opportunity.Id}