Re: Populate New Activity

Method_Morty — Wed, 28 Jun 2017 21:48:13 GMT

Hey!

Since you will be adding this button onto the EditOpportunity screen that means the Opportunity is loaded up. Try using the Session variable ‘Screen Active RecordID’ like this:

— Morty

Populate New Activity

Gpeak — Wed, 28 Jun 2017 18:38:22 GMT

Hi!

On the Opportunity screen I have a button that triggers a new activity based on the Opportunity. It populates the Contact information at the top correctly, as well as the comments and type.

But, I want to be able to automatically poopulate the "Link to Existing Opportunity" field, as this is created from an Opportunity. When I go to program that, I cannot find the appropriate field that contains that information.

I'm on the "Edit Opportunity" screen when the button is clicked. I have an action set - "Insert Records Into Table" where I have selected the table "Activity". I can select "Opportunity - Record ID" as the "Field(s) to Populate", but in the Populate Using this Value dropdown there is only Opportunity Stage and Type to select. It doesn't make sense, because I'm coming from the screen that has the Opportunity information.

Thank you!

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Re: Populate New Activity

Populate New Activity