I've searched the communities for a fix for this, and it looks like an update in '13 affected the URL custom button creation.  I am simply trying to do the following:

Create and save a task from a custom object.
The assigned should be pulled in from a User Lookup field on the Custom Object.
The status should be not started
The due date should be today + 3 days
The subject should be "Provide Estimated Cost"

/00T/e?retURL={!Program__c.Id}
&what_id={!Program__c.Id}
&tsk5="Provide Cost Estimate for {!Program__c.Name}"
&tsk4={!TODAY()+3}
&tsk1_lkid={!Program__c.Operations_LeadUId__c}
&tsk12="Not Started"
&saveURL={!Program__c.Id}
&save=1

I keep getting the URL error but no syntax error.

HI! 

 

What I'd like to do is rather simple, I imagine, but I do not know how to do it. 

 

In our sales process we have "sell-ups" or opportunities that are a direct result of a previous opportunity.  I've created a related relationship so-to-speak for sell-ups to its original opportunity. 

 

For a user to create a "sell-up" they go

1. Go to the original opportunity

2. in the related list section, they hover over "Sell-up" and click Create New Sell-up Button

 

I need this button, when clicked, to open a record that will have some information already populated from the original opportunity such as Account Name, and Opportunity Type.  Once I know how to do one or two fields, I can probably figure out the rest.  

 

 

Thanks a Million! 

I've searched the communities for a fix for this, and it looks like an update in '13 affected the URL custom button creation.  I am simply trying to do the following:

Create and save a task from a custom object.
The assigned should be pulled in from a User Lookup field on the Custom Object.
The status should be not started
The due date should be today + 3 days
The subject should be "Provide Estimated Cost"

/00T/e?retURL={!Program__c.Id}
&what_id={!Program__c.Id}
&tsk5="Provide Cost Estimate for {!Program__c.Name}"
&tsk4={!TODAY()+3}
&tsk1_lkid={!Program__c.Operations_LeadUId__c}
&tsk12="Not Started"
&saveURL={!Program__c.Id}
&save=1

I keep getting the URL error but no syntax error.

How can I use Visual Workflow to update a field on a record?

I have a button on an Account that triggers a Visual Workflow. Based on some steps in the workflow, I would like to update some fields on the Account that the user began from. How can I achieve this? I am unable to get to the current record.