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Ruby Kandah Autofill fields on a case when a button is clicked from the Account page
Hi All,
I have created a button "Request Edit" on the account page...I have it linked to a URL that displays a new case creation page.
On this case creation page, I have fields such as "Account Name", "Opportunity Name" etc...what I would like this "Request Edit" button to do, is that, when it is clicked from the account, it opens up the new case page and "Account Name" and "Opportunity Name" are auto-populated from the Account page where the "Request Edit" button actually sits.
Can someone help me out with this?
RK
You can try using URL hacking to prepopulate the values in the case page. There are some nice tutorial available which will guide you through the process. Since the case button is on Account page i am sure you can prepopulate account name however opportunity might be tricky as there could be more than 1 opportunity associated to the account.
http://www.salesforceben.com/salesforce-url-hacking-tutorial/
http://raydehler.com/cloud/clod/salesforce-url-hacking-to-prepopulate-fields-on-a-standard-page-layout.html