Occasionally, you may need to copy an opportunity, lead, service request, campaign, or another record. You might be at a trade show, entering the same information over and over for each new record. Or your sales reps often need to create multiple opportunity records during the life of a given sales cycle.
To copy a record, you need to add a Web link as a custom field and insert specific code into the URL field for this Web link. To learn how to do this, step by step, refer to How to Copy a Record in My Oracle Support (formerly MetaLink.) This document takes you through the process, using an Opportunity record as an example.
Note: This document describes a method for copying records that includes reading some Web source code, so it assumes that you have some familiarity with doing that.
Comments (3)
The document file is damaged. I cannot open it. Can you re-archive the file in Formerly MetaLink?
Posted by Masa | March 31, 2009 11:45 PM
Posted on March 31, 2009 23:45
These instructions aren't quite complete - or at least they are inconsistent, and here's why.
In the sample URL used under Step 2, getting the URL for the destination record - when you click edit, after the CRM On Demand instance is the extension: crmondemand.com/OnDemand/user/OpptyCreateEditPage...
In the screen shot under step 5 note that the extension after the On Demand instance is: crmondemand.com/OnDemand/user/OpptyCreateNewPage...
Edit vs. Create. which is it?
Also - note in the URL that you copy over to create your destination URL, there is a specific record ID in the link, whereas the example in Step 5 shows that replaced with %%%Id%%%
Anyone gotten this to work?
Posted by Lane Baysden | April 22, 2009 1:00 PM
Posted on April 22, 2009 13:00
Lane, thanks for pointing this out. The URL in the Step 5 screenshot is incorrect. The instance should be OpptyCreateEditPage. I'll get this fixed.
I believe the specific record ID was in there as an example, and that one would have to use the record ID of the record they are concerned with. I'll see if there's a way to make this clearer.
Posted by Pete | April 22, 2009 3:30 PM
Posted on April 22, 2009 15:30