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nksf Hyperlink Formula Field to Create Task
Hi,
I need to create a hyperlink formula field to create Tasks from reports. Please help ASAP
Suppose I create a report on Account object and there should be a Hyperlink Formula Field called Create Task and the field value should be a hyperlink (Title should be Click to create task). Once I click on the Hyperlink in the report it should open Create Task window and it should automatically relate to the same Account where I Clicked.
Example Report:
Account Name Create Task City State
ABC Click to Create Task xxx NY
XYZ Click to Create Task xxx NJ
So once I click on Click to Create Task link it should open new task window and relate the task to ABC or XYZ Account automatically.
I need to create a hyperlink formula field to create Tasks from reports. Please help ASAP
Suppose I create a report on Account object and there should be a Hyperlink Formula Field called Create Task and the field value should be a hyperlink (Title should be Click to create task). Once I click on the Hyperlink in the report it should open Create Task window and it should automatically relate to the same Account where I Clicked.
Example Report:
Account Name Create Task City State
ABC Click to Create Task xxx NY
XYZ Click to Create Task xxx NJ
So once I click on Click to Create Task link it should open new task window and relate the task to ABC or XYZ Account automatically.
Create a new Formula field and for Formula Return Type pick Text.
Then you formula will be something like: HYPERLINK("https://na17.salesforce.com/00T/e?what_id="& Id , "Click to create task").
You'll want to replace the na17 with whichever instance your company uses.
Basically, if you click a New Task button on an account you'll notice that the url is similar to the one above something like:
https://na17.salesforce.com/00T/e?what_id=xXxxxXxxxxxxxxx&retURL=%xXxxxXxxxxxxxxx where the 15 x's represent the account id of the page you were just on. So you just mimick that in your formula field and you're all set.
Chris
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