Creating Hyperlinks that fit into the UI: using "buttons"

[ErikGEn]

I put a custom link on a button with a formula field. it work very fine.  So I have a issue later linked to the &isdtp=mn parameter.

First,  My user click a button on the opportunity tab, the button open a scontrol. The properties of the custom link on the page is "Open in Salesforce window with sidebar " , so the left frame host my external page. This page provide a form and return to salesforce on a custom object.

The custom object is open in the left frame of salesforce. Even if I moved to a custom object , I have already the opportunity tab selected, so it is not blocking [, but I think that the origin of my problem is here].

My problem it is if the user click another similar button on the custom object tab, while the custom object page is loaded in the left frame, so the servlet integration open in the left frame a top menu with a right menu...... Of course I added to my button the &isdtp=mn parameter and it has worked, So the user could access directly to the custom object tab and click the button, and by consequent with the parameter &isdtp=mn  the page will be displayed with no top menu and no left menu

I need to open in the main page (not a frame) my custom object after to have executes in the left frame the custom link.

So How can I come back to a normal page when previously you have open a custom link with properties ("Open in Salesforce window with sidebar ") ???

I tried some direct url like "http://ssl.salesforce.com/<custome object id>, but it changes nothing to the result...

it will be great to have another parameter like &isdtp=mn to come back in normal mode

an idea ?

[OSJMgr]

Here is a sample of a formula I use:

HYPERLINK("a0C/e?retURL=%2Fa0F"&{!Id}&"&CF00N50000001M7fJ="&{!Name}&"&00N300000019UAH="&{!Discovered_By__c} &"&00N300000019UCP=Office Inspection", IMAGE("https://na1.salesforce.com/servlet/servlet.FileDownload?file=01530000000A7Pf","Log it Now!"))

This:

1. Launches another custom object in edit mode (Note: "a0C/e?retURL=%2Fa0C%2Fo" in the above formula is URL of my target custom object in edit mode);

2.  Passes the name of the source custom object to a lookup on field on the target custom object (&"&CF00N50000001M7fJ="&{!Name}&").  Note:  This links the two records together.  You first have to create a look-up field on the target custom object for this to work;

3.  Passes information to other fields ("&00N300000019UAH="&{!Discovered_By__c} &"&00N300000019UCP=Office Inspection",) Note:  The 16 digit alpha-numeric above is the Salesforce.com ID for these fields.  You can locate by going to setup and and clicking on the field in the custom object in the Build section.  The field ID will be in your browser address line.  For source field, use SF.com field ID.  For target field, use the actual field name; and

4.  The information after IMAGE points to a web button image I loaded into the documents object. (IMAGE("https://na1.salesforce.com/servlet/servlet.FileDownload?file=01530000000A7Pf","Log it Now!"))

[Finky9]

Help!  I'm trying to do CPM developing (copy, paste, modify) of your generously provided code but am having some issues. 

Specifically, I am trying to pass a field from an Opportunity (the Opportunity Name) to a Lookup field on a custom
object (the Opportunity field on my Ticket object) which references Opportunities. 

with a URL custom button I am able to bring up an edit version of the custom object.  I can't learn how to append the
url to pre-populate fields.  Your explanation is below with my notatons and questions in Red:

HYPERLINK("a0C/e?retURL=%2Fa0F"&{!Id}&"&CF00N50000001M7fJ="&{!Name}&"&00N300000019UAH="&{!Discovered_By__c} &"&00N300000019UCP=Office Inspection", IMAGE("https://na1.salesforce.com/servlet/servlet.FileDownload?file=01530000000A7Pf","Log it Now!")) This: 1. Launches another custom object in edit mode (Note: "a0C/e?retURL=%2Fa0C%2Fo" in the above formula is URL of my target custom object in edit mode);OK, I can get this far.  You don't explain what the {!Id} does above.  Must I include this?  Would I use the Opportunity_ID from standard Opportunity object? 2.  Passes the name of the source custom object to a lookup on field on the target custom object (&"&CF00N50000001M7fJ="&{!Name}&").  Note:  This links the two records together.  You first have to create a look-up field on the target custom object for this to work; 3.  Passes information to other fields ("&00N300000019UAH="&{!Discovered_By__c} &"&00N300000019UCP=Office Inspection",) Note:  The 16 digit alpha-numeric (I think you mean 15 digit, right?)above is the Salesforce.com ID for these fields.  You can locate by going to setup and and clicking on the field in the custom object in the Build section.  The field ID will be in your browser address line.  For source field, use SF.com field ID.  For target field, use the actual field name; and You say to use the field ID for the source field, which can be found in the custom object Build URL.  But my source field is a standard object field (Opportunity Name). When I try to find a 15 digit alph-numeric in the address bar there is gobledy **bleep**.  For the target field, do I use the field merge?  would I use the field merge name from the source (Opportunity) or target (Ticket) 4.  The information after IMAGE points to a web button image I loaded into the documents object. (IMAGE("https://na1.salesforce.com/servlet/servlet.FileDownload?file=01530000000A7Pf","Log it Now!"))

10-15-2006 06:59 PM Thanks in advance, I'm going crazy here Finky

[kevinedelmann]

First off I want to say I know what you are going through.  I just found out earlier this week what to do.

For standard objects you need to know the Salesforce.com merge id's.  This can be found if you click on View Source when you are in edit mode on the form you want to push information to.  Or if you are using Firefox right click and select page info then select the forms tab and select editPage - this will provide you with the Label and Field Name.

Example:

Lets say we want to populate a case with the account name from a custom link (or button) on the contact page.  (On the cases object the merge field name for account is cas4).

• I then go to the Buttons and Links section for object I am coming from and click on the New button to bring up the editor. 
• Next enter the code for the object you want to populate (to add a new case - "/500/e?")
• Then add the field you want to update - "cas4" for Account name followed by an "="
• Then use the Insert Merge Field to get the code for the field you want the data to come from
• Lastly if you want to pass more than one paramentor use the"&" key.

Here is how it would look if I wanted to pass the Account Name, Contact Name, and a custom field titled Client Number (on the Account object) to a case

/500/e?cas4={!Account.Name}&
cas3={!Contact.Name}&
00N30000001gbgC={!Account.Client_Number__c}

For more information please see the following links

example

https://na1.salesforce.com/501/e?retURL=%2F501%2Fo&SolutionName={!Case.Subject}&SolutionNote={!Case.Description}&Product_Type__c={!Case.Product__c}&Application_Area__c={!Case.Application_Area__c}save=1

message board discussion

http://community.salesforce.com/sforce/board/message?board.id=general_development&message.id=10089&query.id=26311#M10089

recommended site:  http://www.slideshare.net/dreamforce2006/scontrols-for-dummies

Kevin

[finky]

Does anyone know how to use a Hyperlink to pre-populate a report? I have a Custom Button that does this with the following url: /00O60000001Qb7H?pv0={!Contact.Id}. I'd like to use Hyperlink with a custom button image to launch the same report via custom links. Any ideas?

[geekwannabe]

Excellent suggestion.  Thanks for the sharing the button creator tool. 

[geekwannabe]

I love the button creator, thanks for sharing.  However, I need more information or samples for creating the hyperlink or s-control.  I had installed the MapQuest button and S-controls.  It worked great for a few weeks and then it stopped working properly.  I thought I would create a button using Google Maps.  That worked fine, and I know how to add the image link to the formula, but how do you figure out what the link should be for the first part of the hyperlink formula.  For the MapQuest button, the first part of the formula was the id for the S-control.  Any tips would be appreciated - or a reference to samples and helps.  Thanks.

[Ladykb]

does anyone know if it is possible to create a Log call button on a lead list view?

our telesales department need a slicker interface than having to navigate to the lead or quick create and attach to lead..

It would be great if they had a New Leads List View and then a log call button

similar to the Campaign Call Down List -app on the exchange only there are too many restrictions on the app so wanted to create my own link to log a call from the list view

Thanks

[NikiV]

Here is a formula field on the Lead object that opens a new completed Task for the Lead.  It can be included as a field on a List View, on a Report or even a quick link on the Lead page layout.

New Lead field, type Formula (Text)
Name: Create Task
Formula: HYPERLINK("/00T/e?title=Call&who_id="&Id&"&followup=1&tsk5=Call", "LVM" , "_blank" )

Go to a List View and add the new field called "Create Task" to the list of columns showing.

This will open a new window with a new, completed task assigned to the Lead from whose line you clicked the link.  If you want to change the subject line to "LVM" or some other text, change the "title=Call" portion to something else, using %20 to add a space (like "title=Left%20a%20Message" )





Message Edited by NikiV on 11-27-2008 08:34 AM

[Ladykb]

Niki, thats fantastic, got it working :-)  do you know if there is anyway I can make this a button next to each record?  Not a single button at the top of the list view...

Thanks again this is a great help.