Custom Button for Cloning Opportunity without items.
Hi Developers !!. This post is regarding the Custom Button on Opportunity Object which will help us to create clone opportunities without Line items with default values.
Please follow the below steps:
1. Go to setup.
2. Create new custom button for Opportunity object.
3. Give the Label for button.
4. Set behavior as 'Execute JavaScript' and Content Source as 'OnClick JavaScript' .
Paste the below snippet of code in your window.
try { { !REQUIRESCRIPT("/soap/ajax/14.0/connection.js") } // Below query will helps you to copy all the fields from your opportunity. var result = sforce.connection.query("Select opp.Type, opp.StageName, opp.Amount, opp.AccountId,opp. CloseDate,opp.ForecastCategoryName From Opportunity opp WHERE opp.Id = '{!Opportunity.Id}'"); var cloneopp = result.getArray("records"); // Reset the Opp Id and reset fields to default values cloneopp[0].Id = ''; cloneopp[0].Name = "{!Opportunity.Name}"; // Add new values to the fields cloneopp[0].Description = "This is my new value for cloned opportunity"; var saveResult = sforce.connection.create(cloneopp); if (saveResult[0].getBoolean("success")) { cloneopp[0].id = saveResult[0].id; } else { alert("Failed to create clone: " + saveResult[0]); } location.replace('/' + cloneopp[0].id + '/e'); location.replace('/' + cloneopp[0].id + '/e?retURL=' + cloneopp[0].id); } catch (error) { alert(error.description); }
5. Go to opportunity layout and add new button in the layout.
Thanks for the code .. still good after all this time. Any idea how to simply change the Close Date to TODAY + 7 for the Cloned Opportunity?
ReplyDeleteCheers John