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I'm trying to create a custom button that pre-populates an Opportunity with certain values.  I'd like to have the button go straight to the new opportunity screen, and bypass the Record Type selection screen.

I've poured through quite a few posts, and the advice is always add"&RecordType=RecordType.Id", but I already have that in the URL, and it doesn't seem to help.

URL I'm using:

/setup/ui/recordtypeselect.jsp?

ent=Opportunity

&RecordType=012A0000000r2ROIAY

&retURL=%2F{!Contact.Id}

&save_new_url=%2F006%2Fe%3Flookupcmpgn%3D1%26retURL%3D%252F{!Contact.Id}%26accid%3D{!Account.Id}%26conid%3D{!Contact.Id}

(...)

Where am I going wrong?

 
3 answers
  1. Mar 9, 2015, 7:21 PM
    I am confused with what you mean by selection page of the record.  Did you mean by saying selection you mean the viewing of the object record?  This sounds like a task for a controller with a custom visualforce page.  the page will display the record with the values that you specified from an existing record.  This is similar to clone where you are creating a new record.  But it sounds like you want control on the values that is being copied so I think the best solution is for you to create a new visualforce page that has a form that has fields that are already populated and some fields that are blank.  In the controller you will have to handle the Save and Back buttons.  In Salesforce this is one way of explicitly passing values from one existing record to a new record of the same type.  

    Cyrus Talladen

    CRM Engineer

    www.levementum.com
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