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Former Member
Jan 11, 2013 at 09:48 PM

Create New Activity From Opportunity


I'm trying to create a 'New' button for Activities (Component BTDOCFLOW) on the Opportunity screen just like on the Accounts screen. When you click New, a popup comes up and you can select the kind of activity like task, phone call, or appointment. Once you've selected the activity it should navigate to the create activity with the account information populated. We've added the button and the popup is working, but I'm stuck on how to capture the data and navigate. In other words, how do you properly build the data collection to pass in the plug for this component?

I've searched SDN and found dynamic navigation to a specific activity type, but I don't think that will work.