WeDid: Cross Object Page View With Extensible Filters Via Custom Button/Tab
Challenges
The customer runs a flower shop that includes delivery service. Getting complete information of the buyer and sales order are important so that the goods are sent at a timely manner.
At the end of the day, the customer needs:
- extended filter such as filter by client, order delivery date, order salesperson for specific records
- to mass update records with unfulfilled information by inline editing
- the displayed record to be sortable
- the above execution to be accessible via a click from a custom tab or custom button from the object with filter options
Solution:
- Provide extensible filters for cross objects
- Mass update records via inline editing
- Access page by a single custom button/tab
Related Objects | Opportunity, Account, Custom Object |
Components | Visualforce Page, Apex Class, Custom Button |
Complexity | Medium |