I have created a task related to a custom object record which in turn is related to an account record. How would I create a button that would create/launch a new opportunity of a specific record type or failing that take me to the select opportunity record type page while holding onto the account id.
1 Answer
Try just put there
'/006/e?accid={!Something.AccountId}&RecordType={SomeRecordTypeId}'
It will take you to new record on opportunity. Of course you have to put some record Type Id there
-
thanks, why have you "!Something"? where do I put this specifically?– BartleyCommented Mar 12, 2014 at 13:38
-
Because I don't know your object name, you just have to put there Id of parent account, either from relation or formula field Commented Mar 12, 2014 at 13:40