Adding a new record via weblink (and associating back to the origin object)
Here is the scenario: I need to create a Policy object from an Opportunity via a weblink. I currently have a Policy field at the Opportunity which has a lookup. When clicking the lookup:
a) The Policy Search pops up with the NEW option
b) When clicking NEW the new Policy form pops-up
c) When adding data and clicking SAVE the Policy New and Search pops-up close and now I have the Opportunity with the Policy field populated with new one
I would like to by-pass all this clicking by adding a weblink to the Opportunity ("Click here for new Policy") that pops up the same form in (b) above and when clicking SAVE it closes and ASSOCIATES the new record back to the Opportunity. So far I've been able to pop-up in the right context (copy pasted URL from (b) into weblink), however the association is not working as expected.
b) When clicking NEW the new Policy form pops-up
c) When adding data and clicking SAVE the Policy New and Search pops-up close and now I have the Opportunity with the Policy field populated with new one
I would like to by-pass all this clicking by adding a weblink to the Opportunity ("Click here for new Policy") that pops up the same form in (b) above and when clicking SAVE it closes and ASSOCIATES the new record back to the Opportunity. So far I've been able to pop-up in the right context (copy pasted URL from (b) into weblink), however the association is not working as expected.
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