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 asĀ filter by client, order delivery date, order salespersonĀ 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