Hello.  I want to create a simple custom list button that creates a new record of a specific record type and with some fields already populated with data.  However, I keep getting the record type screen when I click the button.

 

Here's the entire URL code for the button. I'm not even trying to populate the fields with data right now, just trying to get past the Record Type prompt screen.

 

 

{!URLFOR($Action.Investment_Task__c.New, null, [RecordType='012400000009bAQAAY'])}

 

 

 

Thanks

David

I have built a custom Commission Object and I use a Customer Button on Opportunity Line Items to populate data in a new Commission Entry. My sharing rules require Owner to be the Commission Payee so they can view their own commission information. I need to know how to force data into the Owner field on the Commssion Object. Really, I just need the appopraite field name--I can push data into fields. The only peice of the below code that doesn't work is the part relating to Owner.

 

 

{!URLFOR($Action.Commission_Tracking__c.New, null,
[
"00N50000001y1mA" = (100*OpportunityLineItem.OP_Commission_Rate__c),
"00N50000001y214" = OpportunityLineItem.TotalPrice,
"00N50000001y21s" = OpportunityLineItem.Link,
"00N50000001y227" = OpportunityLineItem.OP_Product_Name__c,
"00N50000001y22q" = OpportunityLineItem.Quantity,
"00N50000001y22v" = OpportunityLineItem.UnitPrice,
"00N50000001y23Q" = OpportunityLineItem.Cost_Floor__c,
"00N50000001y4HO" = OpportunityLineItem.OP_Opportunity_Record_Type__c,
"CF00N50000001y1zc" = Opportunity.Name,
"CF00N50000001y2RH" = Account.Name,
"OwnerId" = Opportunity.OwnerId,

"save"=1
],
true)}

 

Again, the above code works, but the Owner of the created Commision Entry is always set to the person who triggers the creation of the Commission Entry (clicks the Create New Commission Entry button).

 

I use Opportunity.OwnerId in another peice of the code, so I know that it is a viable field. So far, I've tried:

"Owner"

"OwnerId"

"!OwnerId"

"!Owner"  

"Commission_Tracking__c.OwnerId"

"Commission_Tracking__c.Owner"

"!Commission_Tracking__c.Owner"

"!Commission_Tracking__c.OwnerId"  

"!Commission_Tracking.Owner"

"!Commission_Tracking.OwnerId"

"Commission_Tracking.Owner"

"Commission_Tracking.OwnerId"

 

I've tried User Name and UserId values as the input for all of the above options. Everything returns the button pusher as the Owner of the new Commission Entry record.

 

Thanks in advance.

~jm

 

 

I'm using the following to create Commission entries from Opportunity line items and I have everything working correctly other than moving data into a lookup field on my Custom Object. Does anyone know the correct data the lookup field wants to populate upon creation? 

 

 

{!URLFOR($Action.Commission_Tracking__c.New, null, [ "00N50000001y1mA" = (100*OpportunityLineItem.OP_Commission_Rate__c), "00N50000001y20f" = Opportunity.Name, "00N50000001y20p" = OpportunityLineItem.OP_Account_Name__c, "00N50000001y214" = OpportunityLineItem.TotalPrice, "00N50000001y21s" = OpportunityLineItem.Link, "00N50000001y227" = OpportunityLineItem.OP_Product_Name__c, "00N50000001y22q" = OpportunityLineItem.Quantity, "00N50000001y22v" = OpportunityLineItem.UnitPrice, "00N50000001y23Q" = OpportunityLineItem.Cost_Floor__c, "00N50000001y1zc" = Opportunity.Id, "save"=1 ], true)}

 

The Opporutnity.Id is a valid field and the button works--it just doesn't populate my Opportunity Lookup field on my Commission Tracking entry. I've tried sending the Opportunity name to the field as well--no luck there.

Any help would be great! I've been hunting around for a solution to this for a while and finally decided I'd get a post up here.

 

Thanks,

~jm

 

I have built a custom Commission Object and I use a Customer Button on Opportunity Line Items to populate data in a new Commission Entry. My sharing rules require Owner to be the Commission Payee so they can view their own commission information. I need to know how to force data into the Owner field on the Commssion Object. Really, I just need the appopraite field name--I can push data into fields. The only peice of the below code that doesn't work is the part relating to Owner.

 

 

{!URLFOR($Action.Commission_Tracking__c.New, null,
[
"00N50000001y1mA" = (100*OpportunityLineItem.OP_Commission_Rate__c),
"00N50000001y214" = OpportunityLineItem.TotalPrice,
"00N50000001y21s" = OpportunityLineItem.Link,
"00N50000001y227" = OpportunityLineItem.OP_Product_Name__c,
"00N50000001y22q" = OpportunityLineItem.Quantity,
"00N50000001y22v" = OpportunityLineItem.UnitPrice,
"00N50000001y23Q" = OpportunityLineItem.Cost_Floor__c,
"00N50000001y4HO" = OpportunityLineItem.OP_Opportunity_Record_Type__c,
"CF00N50000001y1zc" = Opportunity.Name,
"CF00N50000001y2RH" = Account.Name,
"OwnerId" = Opportunity.OwnerId,

"save"=1
],
true)}

 

Again, the above code works, but the Owner of the created Commision Entry is always set to the person who triggers the creation of the Commission Entry (clicks the Create New Commission Entry button).

 

I use Opportunity.OwnerId in another peice of the code, so I know that it is a viable field. So far, I've tried:

"Owner"

"OwnerId"

"!OwnerId"

"!Owner"  

"Commission_Tracking__c.OwnerId"

"Commission_Tracking__c.Owner"

"!Commission_Tracking__c.Owner"

"!Commission_Tracking__c.OwnerId"  

"!Commission_Tracking.Owner"

"!Commission_Tracking.OwnerId"

"Commission_Tracking.Owner"

"Commission_Tracking.OwnerId"

 

I've tried User Name and UserId values as the input for all of the above options. Everything returns the button pusher as the Owner of the new Commission Entry record.

 

Thanks in advance.

~jm

 

 

I'm using the following to create Commission entries from Opportunity line items and I have everything working correctly other than moving data into a lookup field on my Custom Object. Does anyone know the correct data the lookup field wants to populate upon creation? 

 

 

{!URLFOR($Action.Commission_Tracking__c.New, null, [ "00N50000001y1mA" = (100*OpportunityLineItem.OP_Commission_Rate__c), "00N50000001y20f" = Opportunity.Name, "00N50000001y20p" = OpportunityLineItem.OP_Account_Name__c, "00N50000001y214" = OpportunityLineItem.TotalPrice, "00N50000001y21s" = OpportunityLineItem.Link, "00N50000001y227" = OpportunityLineItem.OP_Product_Name__c, "00N50000001y22q" = OpportunityLineItem.Quantity, "00N50000001y22v" = OpportunityLineItem.UnitPrice, "00N50000001y23Q" = OpportunityLineItem.Cost_Floor__c, "00N50000001y1zc" = Opportunity.Id, "save"=1 ], true)}

 

The Opporutnity.Id is a valid field and the button works--it just doesn't populate my Opportunity Lookup field on my Commission Tracking entry. I've tried sending the Opportunity name to the field as well--no luck there.

Any help would be great! I've been hunting around for a solution to this for a while and finally decided I'd get a post up here.

 

Thanks,

~jm

 

Hello.  I want to create a simple custom list button that creates a new record of a specific record type and with some fields already populated with data.  However, I keep getting the record type screen when I click the button.

 

Here's the entire URL code for the button. I'm not even trying to populate the fields with data right now, just trying to get past the Record Type prompt screen.

 

 

{!URLFOR($Action.Investment_Task__c.New, null, [RecordType='012400000009bAQAAY'])}

 

 

 

Thanks

David

Hello,

We're trying to implement a 10-stage Opportunity process modeled by 10 Opportunity Stage values that trigger various Workflow Rule Email Alert notifications to sales, legal, and fulfillment reps and managers. 

Our two challenges are:

1) Only allowing reps (users with Profile = "Profile A") to access use certain Opportunity Stages and not others

Some of our Opportunity Stage values reflect manager approvals and should never be selected by reps.  We tried implementing Approvals to faciliate only managers moving Opps to these Stage values, but have found the Approvals feature to be clunky.  Also, there doesn't seem to be a way to have an Approval record be submitted when a rep selects the Opportunity Stage that proceeds the approval step - rather, the Approvals feature only seems to allow for manual submission of approvals via the Approvals related list.  We can't figure out how to assure that Approvals are always submitted and/or assure that Opportunity Stage values reflecting approval steps are selected prior to post-approval Opportunity Stage values being selected.

2) Making sure that each Opportunity Stage is reached individually before Closed/Won or Closed/Lost

Since each of our Opportunity Stage values denotes important internal steps to fulfill an Opportunity in our organization, we need our reps to step through each Stage value in sequence.  We can't figure out a way to avoid allowing reps to bypass Stage values.


Any help greatly appreciated.