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Erin PinkowskiErin Pinkowski 

Custom button to create case from opportunity

Looking for some guidance on how to create a custom button which will create a case with a specific type of "client request" from the opportunity detail page and copy information from the opportunity over to the case.
Scott HungScott Hung
I had a very similar scenario to this and ended up using a Flow to create the case record.  
Andrew GrimmAndrew Grimm
Any more insight on this? I'm currently facing this issue. 
Scott HungScott Hung
Hi, 
It's not too hard to do this.  To launch a flow from a custom button check out this part of the SF docs (http://www.salesforce.com/us/developer/docs/workbook/Content/flow_6_add_custom_button.htm).
When you launch the flow, send the Oppty ID in the parameters.  
Then create a case in the flow.  Here's an example I used (http://www.buttonclickadmin.com/salesforce-visual-workflow-getting-started/)that starts from a lead object.

Sorry I'm short on time otherwise I'd write a more detailed response.