Tuesday, August 19, 2014

Hack Field Using URL

 Some time we have requirement to auto populate account field while creating “New Task” from Contact.

Step1 :- Click On Name | Setup | App Setup | Customize | Activities | Task Buttons & Links | Click on button ” New Button & Link”

Step2 :- “New Task” or as per your requirement,  Display type:- List button, Behavior as per your choice, Content Source :URL

/003/e?Title=Call&who_id={!Contact.Id}&retURL={!Contact.Id}&what_id={!Account.Id}

/003/e :-“003″ prefix signifying that we are looking at the Contact Object.“/e” means we are going to the edit page for a new instance of the object.

retURL:- This is the URL to return to if the “Cancel” or “Save” button is clicked on the new Task page.

Who_id for “Contact” & what_id for account

Step 3:- Create URL as mentioned in Step2

Step 4:- Save it.


Step 5:- Edit “Contact Page Page layout and click on open activities related list add new list custom link

Now Save contact Page Layout. Click on Custom “New Task” Button and see the magic







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