Skip to main content
Elizabeth Snow (iDE) 님이 Nonprofit Success Pack에 질문했습니다

We are using outbound funds module (OFM) for an internal grant funding pool, alongside NPSP for regular grants and donations.     I want to make a button to create a new grant opportunity when a Funding Applications is Funded and pull various fields that are already on the Funding Application over the the grant opportunity.   The Funding Request/Buttons, Links and Actions/New Action doesn't allow for selection of opportunity as an object.   I'm not quite sure if that is due to master-detail relationship issues.

So I tried to create a Global Action - New Opportunity and do predefined fields, but the syntax isn't passing on adding fields like {!outfunds__Funding_Request__c.Name}, with or without {, !.

What's the best work around here to get a button to pull values from Funding Applications to a new grant opportunity?

 

#Custom Actions #Global Actions

답변 4개
0/9000