We are extensively using popup functionality in our org for creating records or for displaying list of child records for any object. We are consolidating Opportunity creation into a common skuid page which will be invoked from popup. We are running into an issue when creating Opportunity from a custom object.
Here is the data model:
Call Report has parent lookup field for Account. For each call report, we can create an Opportunity (from row action). We need to pass account or broker id (AccountId, DBG_Broker__c refers to Account and Broker respectively for Opportunity).
Out of all popup invocations, only this page is unable to pass account or broker id to our opportunity creation page. I have tried with different models to pass id to popup but none of the works. I have tried
- activate and set id of call report. query call report model and pass account id from call report model.
- activate and set id of account model. query account model and pass account id to popup.
- activate and set id of opportunity model. create opportunity model row and pass account id to popup.
Here is the code:
My Call Reports
Call Report Type