[SalesForce] URL Button for Salesforce1

I have a URL button 'New Opportunity' which creates the new opportunity and takes the user to the edit page passing through some values through the button which is on Opp Related List in a custom object.

The problem is, now I need to adapt the majority of my custom buttons to Salesforce1 and this app doesn't accept custom buttons so I need to create a Publisher Action in order to replicate the same action.

I've created a Publisher Action redirecting to a Visualforce. Inside this visualforce I've tried passing the values through the sforce.one.navigateToURL(); function using the standard controller values to redirect, but this doesn't seem to work. Do you know of a workaround for this?

URL Button Code:
/006/e?&retURL=%2Fa0BS0000002pJhs&opp4={!Estudio_economico__c.Empresa__c}&opp3=No informar&RecordType=01220000000Iw8t&CF00N20000002GXnJ_lkid={!Estudio_economico__c.Id}&CF00N20000002GXnJ={!Estudio_economico__c.Name}

Best Answer

You should be able to use the "Create Record" publisher action to define all the fields you want. You won't need to to use sforce.one.navigateToURL() to do this (and it wouldn't work as it doesn't allow you to specify a full url).

Note, you also shouldn't need to use a custom Visualforce page as you can define all the fields you need on the publisher action layout.

Once you have created this action, you can add "predefined field values" ( in the picture below, this action shows creating an Opportunity from an Account ). enter image description here At the bottom of the image, there is a button to add predefined field values - these can be calculations and they cover most editable fields.

EDIT It turns out you can specify the desired record type. Once I added record types to my object, I was able to set the record type in the Action definition itself.

Related Solutions

[SalesForce] Creating a Task and staying on the detail page for that task (not navigating elsewhere)

It's a bit of a hack, but you could create a Visualforce page and controller action that will redirect the user to the most recently created Task for a record.

Set the &retURL going into the task creation to send the user to this new VF page and include the parent opporutnity record ID in the query string.

/00T/e?what_id={!Opportunity.Id}&retURL=%2Fapex%2FredirectLastTask?rId= {!Opportunity.Id}

public with sharing class redirectTaskController {
    string recordId = '';

    public redirectTaskController() {
        recordId = ApexPages.currentPage().getParameters().get('rId');
    }

    public PageReference redirectToTask() {
        PageReference activityPage = new PageReference('/' + recordId);

        Task[] recentTasks = [SELECT Id, CreatedDate 
                              FROM Task WHERE WhatId = :recordId 
                              ORDER BY CreatedDate DESC LIMIT 1];

        // Check that the new Task if fairly recent.
        if (recentTasks.Size() == 1 && 
                recentTasks[0].CreatedDate.addHours(1) > Datetime.now()) {
            activityPage = new PageReference('/' + recentTasks[0].Id);
        }

        activityPage.setRedirect(true);
        return activityPage;
    }
}

Visualforce Page

<apex:page controller="redirectTaskController" action="{!redirectToTask}" >
    <p>Redirecting to task</p>
</apex:page>

Another idea would be to create a Visualforce page that uses the Task standardController and provides a custom save action.

[SalesForce] Link to custom visualforce page from record in salesforce1

You can't do this directly, but you can if you are willing to compromise slightly.

Rather than the publisher action directly opening the target Visualforce page, you can make it open an interim page which then redirects to the standard page using the sforce.one.navigateToSObject method. This exits the publisher 'popup' and displays the target Visualforce page full screen.

The downside is that you have to make two round trips to the server and the user has to wait a little longer.

An example interim page where my target page is 'AccountAndContactsEditV1' is:

<apex:page standardController="Account">
  <h1>Please Wait</h1>
  Redirecting ....
  <script>
    if ( (typeof window.sforce != 'undefined') && (window.sforce!=null) ) {
        sforce.one.navigateToURL('/apex/AccountAndContactsEditV1?id={!Account.id}');
    }
    else {
        alert('Not in SF1 :(');
    }
  </script>
</apex:page>

I've gone into this in more detail with screenshots a blog post at:

http://bobbuzzard.blogspot.co.uk/2014/08/replace-visualforce-buttons-in.html

Best Answer

Related Solutions

[SalesForce] Creating a Task and staying on the detail page for that task (not navigating elsewhere)

[SalesForce] Link to custom visualforce page from record in salesforce1

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