Comments on: Initiating Actions from Reports

By: TJ

TJ — Wed, 23 Sep 2009 02:07:45 +0000

Is there a way to add a validation box to the delete function? For example, when you click most delete links or buttons in SF, you’ll be prompted with a box asking you if you’re sure you want to delete the record. This formula is awesome, but I’m worried that the delete button will be clicked on accident when someone goes to click edit, and the record will be deleted.

By: Kiran

Kiran — Fri, 11 Sep 2009 10:36:07 +0000

it works really good..thanks

By: Brendan Lally

Brendan Lally — Wed, 10 Sep 2008 22:05:13 +0000

Duh! I had set it up as New field, Text, formula, Hyperlink
needed 2b New Field, Formula, Text, Hyperlink

Lal

By: Brendan Lally

Brendan Lally — Wed, 10 Sep 2008 20:34:18 +0000

I am creating an example the same as yours on a custom object.
I am creating a custom field, type text, size=250 and then using
HYPERLINK(“anywhere” , “Do stuff”)

I am getting Error: Function HYPERLINK may not be used in this type of formula

any ideas?
in developer edition

Lal

By: Ksenya

Ksenya — Tue, 26 Feb 2008 22:21:39 +0000

This is really awesome, thanks for the tip!

By: Steve

Steve — Tue, 30 Jan 2007 20:16:37 +0000

Yes you could. Just create a formula field on Activities and use the WhoId field, which will be either the Contact Id or the Lead Id of the person the Activity is related to. The link you create will only show on the detail page of the task. To get all Winter ‘07 on it, you could create a button on the Task that calls the URL. Then each Task would have Edit | Delete | Add Contact to Campaign as buttons across the top. Check out the Winter 07 documentation to try that out.

By: Andy

Andy — Tue, 30 Jan 2007 20:11:55 +0000

I think this is great. However, I have a slightly different question. We’re trying to manage everything from within the Tasks.

Is there a way to use the above to allow a user to update Member Status from within a Task? They want to avoid any extra mouse clicks, such as going to the Contact/Lead record and clicking Edit on the Campaign listed in their Campaign History.

Thank you

By: Steve

Steve — Fri, 26 Jan 2007 23:46:00 +0000

If you set up the Add to Campaign button like it’s shown above, it should drop you on the choose member status page.

By: Jeremy

Jeremy — Fri, 26 Jan 2007 21:11:31 +0000

Nice work on this one! – I’ve got it up and running. I’m trying to create the same but the URL I actually want to go to when I click the link is the next step, to assign the member status.

How would I do this?

By: Steve

Steve — Fri, 29 Sep 2006 15:00:49 +0000

Glad you found the post helpful! I agree, users are a great source of tips and cool ideas.

By: Paul

Paul — Fri, 29 Sep 2006 11:33:43 +0000

The sf user community is salesforce.com’s greatest asset. Your tips were very helpful and I put them to use immediately.

Thanx,
Paul

By: Steve

Steve — Wed, 23 Aug 2006 23:09:04 +0000

An actual delete link on a regular sf.com page looks like this:

onclick="if (window.confirm('Are you sure?')) window.location='/setup/own/deleteredirect.jsp?retURL=%2F003%2Fo&delID=0034000000Kysil'"

I haven't tried this, but you might be able to insert the js popup as in this example... Good point!

By: petyr

petyr — Wed, 23 Aug 2006 22:03:38 +0000

First, great Tool.

Second, to Gary’s point. This there any way to include in the formula a pop-up box that would warn the end user they are about to delete data? This would be the icing on the cake to an already cool functionality.

If it has to be done via an s-control, any idea how that would work?
Thanks,
p

By: Brian

Brian — Wed, 16 Aug 2006 19:42:30 +0000

Sorry, Figured out the redirect issue

By: Jane

Jane — Tue, 25 Jul 2006 12:34:10 +0000

Thanks so much for this neat little trick! I created two – one with the Delete part and one without, like Gary suggested. Keep up the great stuff and thanks for sharing.