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Using Formula Fields on Reports and Views to Allow User Action

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gokubi
Trusted Contributor
Posts: 159

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I just wrote up a way to use formula fields displayed on reports and views to turn those lists into places to get work done. It's a method that recreates the links that Salesforce.com uses to initiate actions.

On any report or view you can add an "Edit | Del" link, or put an "Add to Campaign" link on your Contact view, or even a "Send an Email" link on your call down report for a campaign.

I think it's a really powerful way to lower the number of clicks you need to go through to get work done.

Steve

04-26-2006 01:47 PM