Is there a way to easily clone the NEW OPPORTUNITY button and process from the Opportunity Tab in the page repository?

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  • Updated 4 years ago
Is there a way to easily clone the NEW OPPORTUNITY button and process from the Opportunity Tab in the page repository? 

I tried to copy everything from the one field to another section on Accounts Page of Contacts page but I am having trouble with the price books pulling the correct product information. Is there anything I can do to make this process easier? 

Other Sections in my Skuid platform that create a New Opportunity just defaults to the Salesforce Page. Please advise to any possible solutions.  Thanks in advance.
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Eugene Yang

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Posted 4 years ago

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Rob Hatch, Official Rep

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The Opportunity pages in the Repository all have some javascript that is located in a static resource.  You will need to install that static resource.  

The file is in our repo here:  https://github.com/skuidify/SamplePages/blob/master/SkuidForCRM/OpportunityJS
Instructions on installing that resource are located at the bottom of this tutorial: http://help.skuidify.com/m/getting-started/l/151288-copy-paste-individual-sample-pages-you-can-see-i...
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Eugene Yang

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Do i have to re-install for every instance I plan to put this pop up? 

I already installed the javascript, in fact, the opportunity page works fine. I am trying to get the opportunity pop up button and everything it does to appear on other pages and function the same way. 
(Edited)
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Emily Davis, Employee

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Eugene,
As long as you are working in the same org, you only need to install the static resource once. You will just need to reference the static resource in any other pages where you want to use this resource. Under the Resources tab, add a Javascript resource with a Resource Location of "Static Resource", and give it the name OpportunityJS.



Then, you should be able to call snippets included in this resource and use custom components defined in this resource.
Emily