Hi everyone, I just had a question about reusable elements that is confusing me. For example purposes, say I have the following pages:
I want to have a popup that lets the user create a Follow-Up record which is related to one of these records. Today I do this by having a popup on each of these pages, that has input boxes to capture the required data, and then when the user presses Save, it creates a Follow-Up, setting “Company” to “Current Page’s Company” and so on.
I want to instead do this as a reusable element as it’s a pain having to change it in 3 places every time I need to modify something. I right clicked on the popup and said convert to reusable element, and I was able to add that new follow-up reusable element popup to each page.
Where I’m confused though is how do I then reference the page it came from to save the record? So for example, I have a button on the Company_Details page that is set to open the new_follow_up reusable element. However under the Save button workflow, I don’t know how to complete the Company = field, same with if I’m on the Opportunity_Details page, I don’t know how to complete the Opportunity = field, since I can no longer just pick “Company = Current Page’s Opportunity.”
I tried doing a Workflow with step 1 “Show new_follow_up” and step 2 “display data in new_follow_up” but under data to display everything I pick (like current page’s company) gives a red error so bit stuck here.