Salesforce.com: Start and Approval Process from custom links and buttons

Posted on February 1, 2008

At one company we have adopted an Opportunity close process using Approval Processes. It is a smallish (70 person) company which uses a desktop finance package and relies on Salesforce.com for the majority of the bookings reporting. To make the data more reliable there is now a process that requires the approval process to change the Opportunity stage to “Closed Won”, what we now consider an “Order”.

To make it more intuitive to the salespeople, we wanted to have a link or button at the top of the Opportunity titled “Convert to Order” which would kick off the approval process. Here is a picture of it in action, a button that submits for approval:

Screenshot of Convert to Order Button

Want to do the same thing?
Navigate To: Setup > Customize > Opportunities > Buttons and Links
Press the “New” button and use these details:
Label: Convert to Order
Name: Convert_to_Order
Display Type: Detail Page Button
Behavior: Execute JavaScript
OnClick JavaScript: if ((Modal.confirm && Modal.confirm(’Once you submit this record for approval, you might not be able to edit it or recall it from the approval process depending on your settings. Continue?’)) || (!Modal.confirm && window.confirm(’Once you submit this record for approval, you might not be able to edit it or recall it from the approval process depending on your settings. Continue?’))) navigateToUrl(’/p/process/Submit?id={!Opportunity.Id}&retURL=%2F{!Opportunity.Id}’);

» Filed Under Salesforce.com

Comments

One Response to “Salesforce.com: Start and Approval Process from custom links and buttons”

  1. Susan Kishner on February 1st, 2008 10:48 am

    I found your site on technorati and read a few of your other posts. Keep up the good work. I just added your RSS feed to my Google News Reader. Looking forward to reading more from you.

    Susan Kishner

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