Transaction

basic url structure button url /apex/bw payments createtransaction ?originating record={!salesforce record id} \&parent id=lookup api field c please note that the only field that should contain a salesforce id is the originating record field additionally, this is the only field containing brackets, {} all other fields will contain the api name of the field without brackets the api name is easiest copied from the salesforce setup page, which shows all the fields on the originating object testing we recommend using \&testing=true to access our testing page when building the url you can temporarily build this into the url formula or append it to the url after clicking the new transaction button this testing page will display the api names you have been passed and the corresponding values breadwinner retrieved based on the api names it acts as a confirmation page and is visible only when testing is set to true button url /apex/bw payments createtransaction ?originating record={!salesforce record id} \&parent id=lookup api field c \&testing=true once you review and feel confident, you may remove the \&testing=true from the button url transaction level fields payment amount you can optionally populate the payment amount using the originating object field a formula field with a number data type will also work if you assign the field api name to the payment amount param, breadwinner will show this field value on the payment amount button url \&payment amount=amount api field c payment currency you can optionally populate the payment currency using the originating object field a formula field with a text data type will also work if you assign the field api name to the payment currency parameter, breadwinner will show this field value in the payment currency button url \&payment currency=currency api field c payment description you can optionally populate the payment description using the originating object field a formula field with a text data type will also work if you assign the field api name to the payment description parameter, breadwinner will show this field value in the payment description button url \&payment description=description api field c summary of all fields available for a new transaction the structure of a button url to create a new transaction with all possible fields is shown below button url /apex/bw payments createtransaction ?originating record={!salesforce record id} \&parent id=lookup api field c \&payment amount=amount api field c \&payment currency=currency api field c \&payment description=description api field c \&testing=true