Question:
Is it possible to create a Survey Target from the Survey Target related list on the Child Account page in CRM online?
Answer:
It is possible to create a Survey Target from the Survey Target related list on the Child Account page in CRM online.
Make sure the following configurations are configured:
- Override the View button on the Child_Account_vod object with the View_Child_Account2_vod (not View_Child_Account_vod) VisualForce page.
- Remove the Standard New button and add the New Survey Target custom button on the Survey Target related list on the Child Account page layout.
- When selecting an Account on the Add Survey Target page, Surveys with Target_Type_vod equal Accounts_vod or NULL are displayed.
- When selecting a Child Account on the Add Survey Target page, Surveys with Target_Type_vod equal Child_Accounts_vod are displayed. So make sure Survey_vod records with Target_Type_vod equal Child_Accounts_vod exist.
- Be sure the user has Field Level Security (FLS) access to the Parent_Child_Name_vod__c field on the Child_Account_vod object. Or the Child Account cannot be searched and selected.
Related Documentation:
CRM Help Documentation: