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How Do I Create A New Case Button on the related list on opportunities
Hi There,
We have a related list on the opportunities to cases. What we would like to do is have people click a button called "New Case" that shows on the case related list. Can this be done? And if so how is it done? Do I need to create a lookup to the opportunity and do i need to write some special code to do this. Thanks.
Rachel
We have a related list on the opportunities to cases. What we would like to do is have people click a button called "New Case" that shows on the case related list. Can this be done? And if so how is it done? Do I need to create a lookup to the opportunity and do i need to write some special code to do this. Thanks.
Rachel
The first screent shot is the layout page. I a clicking on the wrench. The second picture is what I see when I choose the wrench.
However, I did find a workaround if that would work for you.
You could use the global action : new case to give the functionality to users to be able to create a case from the Opportunity page itself.
screenshots below for reference:
Hope this helps!