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Custom button to fire workflow
I am not a person that is good at writing Javascript or Apex, but I know my way around salesforce. What I would like to have is a "recipe" for creating a custom button that would fire a workflow.
In my case, I could have an Opportunity Workflow that updates the "Amount" standard field with the value in a custom field "Derived Amount" whenever the Opportunity reaches "Proposal" stage. But I need to create a custom button that fires this workflow when the user needs the "Amount" field updated.
So I'm hoping that with this 'recipe' I can merely substitute other objects or workflow criterion when I want to use it elsewhere.
In my case, I could have an Opportunity Workflow that updates the "Amount" standard field with the value in a custom field "Derived Amount" whenever the Opportunity reaches "Proposal" stage. But I need to create a custom button that fires this workflow when the user needs the "Amount" field updated.
So I'm hoping that with this 'recipe' I can merely substitute other objects or workflow criterion when I want to use it elsewhere.
I understand that you want a custom button to trigger a workflow.
Thats not a possible option in salesforce as of now.
Please follow the link below
https://success.salesforce.com/ideaview?id=08730000000BpayAAC
I would suggest you to use apex triggers for this and did you check out the new process builder, its exciting !!!
Incase you are interested, below is the link, it can replace workflows for most of the activities!!
https://help.salesforce.com/HTViewHelpDoc?id=process_overview.htm
Best Regards
Naga kiran