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Dekor
Viewing list of open cases from account page
At present when I want to view all open cases against an account in salesforce I go to the account in question, then from the cases related list I click "view all" then order by status column. This is a bit cumbersome and I'm hoping I can develop something to simplify this. I was thinking of creating a custom button on the account detail page called "Open cases" that will take me to a list of cases.
Imagine this would be best done with a visual force page and the button would link to this page/automatically provide the account ID for filtering.
Has anyone created anything similar to this and have any tips I could look at? Would I need to create a custom controller for this task?
Imagine this would be best done with a visual force page and the button would link to this page/automatically provide the account ID for filtering.
Has anyone created anything similar to this and have any tips I could look at? Would I need to create a custom controller for this task?
Your open cases can be neately paginated and rendered within your account page layout as a related list. Below is a link that might help your with this:
http://salesforcesource.blogspot.in/2008/10/how-to-create-custom-related-list-on.html
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Creating a VF page once that could accept the account ID filter from the action button would be a lot more suitable wouldn't you agree?
So user goes to account details page of account in question, presses button, is presented with list of open cases. Its a one time development, add button to account page layout and then gives you access to do this on all accounts.
Your open cases can be neately paginated and rendered within your account page layout as a related list. Below is a link that might help your with this:
http://salesforcesource.blogspot.in/2008/10/how-to-create-custom-related-list-on.html
As well as a custom controller for querying the cases/filtering on account ID and if closed = false:
So i've now added the visual force page to my account page layout but its returning this error. Any thoughts?
Content cannot be displayed: SObject row was retrieved via SOQL without querying the requested field: Case.Account
However if I add the visual force page to the account layout screen it just displays a clone of "account detail" rather than a list of cases. So instead I've added a custom button with URL modified to provide account ID to the visual force page. I now get a the ist of open cases and I've tested to ensure its only showing open cases for the account in question which is great.
Only thing I'd like to know is how to add links to this list, so users can click on the case number and it will take them to the case for example?
Here is screenshot of the list.