Create New Company on runtime while entering a new record for Custom Entity.

By | June 26, 2008

Have you seen the option of New Company and New Person on New Opportunity screen?

While creating a new Opportunity we can create a New Company as well as New Person for that particular Opportunity.

What shall we do if we need same functionality for any custom entity?

We have developed a application so user will get a link named New Company with that custom entity while creating new custom entity record.

User needs to click on this link, one pop-up will open where user need to enter Name of company. On click of save button, This Company will get saved in the database and simultaneously get attached with custom entity record.