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
Alex ReadingAlex Reading 

Button to update custom field on opportunities from Quote

Hey All,

My question is regarding custom buttons.

I was wondering if it is possible to have a button on the Quote Object, which when clicked by the user; will update a field on the corresponding opportunity?

The field I was to update is a custom checkbox field which I want to be changed from FALSE to TRUE when the button is clicked, is this possible?

Thanks
Vidhyasagaran MuralidharanVidhyasagaran Muralidharan
Create a custom button "change checkbox" on the quote object  while creating you will find formula editor in that you can give

Checkboxfieldname__c = TRUE
and add the button on the  page layout of the object

this is my idea check it whether it works.
Jason Curtis NBSFDGJason Curtis NBSFDG
Hi, Alex, since the field is on a related record, you could do what you'd like with some JavaScript in the button.
A couple of good resources:

http://hometeamconsulting.com/update-records-javascript-buttons/

https://success.salesforce.com/answers?id=90630000000h5lcAAA

.