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Modifying subpanel Create for Meetings on Opportunities?

Francesca Shiekh

My Sales team would like me to modify the Create action on the Meetings Subpanel on Opportunities to automatically include all Contacts related to the Opportunity as participants. 

I have not worked with Meetings from the back end at all and can think of a few potential ways of doing this, assuming I can figure out how to define the collection of Contacts before opening the create drawer...

- Custom code Action on the Opportunities Record View to get the collection of related contacts and go from there.

- Modifying the Create controller in the Meetings module to check the parent, if the parent is Opps, get the parent's related collection of contacts and go from there

- Custom code Action on the Meetings subpanel on the Opportunities module

- Custom Action on the Contacts subpanel on the Opportunities module

and getting more extreme and probably their preferred solution and most complicated to code...

- Custom Action on the Contacts subpanel with selection checkboxes in the subpanel line items to select which contacts to actually include (think imitation of a list view action on a subpanel)

Any thoughts on which approach you would take and why?

Any better approaches you can think of, other than just saying NO? Laughing

thanks,

FrancescaS

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    Hi Francesca,

    I wonder, how many contacts are typically linked to an Opportunity? I ask because I wonder about the performance implications that come from querying the records prior to rendering the Create view. I would assume that the more Contacts are linked, the greater the chance the user will notice a delay from the moment they click the Create button to the moment when the view is rendered.

    I think your idea of a custom controller is sound and makes a lot of sense but comes with some challenges, such as the potential delay I mention above or accounting for future edits of the same record.

    A logic hook comes to mind as a potential alternative, but I am assuming your users are likely not keen on the idea of not having a visual representation of the linking at creation time and simply allowing the system to do it for them.

  • in reply to Angel Magana

    Thank you  ,

    You have a point about the potential slowdown but they don't like how long it takes them to search for and link contacts. Their preference is an "add all" then let them remove the irrelevant ones, since in most cases they want them all. I think the best option, if any, will be to do a custom action on contacts subpanel with selection of which contacts to include.

    Thanks!

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  • in reply to Angel Magana

    Thank you  ,

    You have a point about the potential slowdown but they don't like how long it takes them to search for and link contacts. Their preference is an "add all" then let them remove the irrelevant ones, since in most cases they want them all. I think the best option, if any, will be to do a custom action on contacts subpanel with selection of which contacts to include.

    Thanks!

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