Overriding the new Object Process

This document will outline how to enable ability to invoke QAS address lookup functionality from within the New address Page without firstly having to enter the required information then select the save option at the bottom of the page.

Summary of issue

The ability to invoke QAS address lookup functionality from within the New Object Page without firstly having to enter the required information then select the save option at the bottom of the page is something that QAS can not offer with our application.

The reason behind this is that QAS works at a database level and thus is unable to be called to return/validate an address on a lead, account, contact or contract that does not already exist within the database. Until the Save button is selected the new entity will not exist within the database and is in turn not visible to QAS.

The QAS for Salesforce application is unable to offer functionality within the User interface rather than at database level.

Solution/Workaround

However in saying that, you are able create an override that will automatically invoke QAS validation of the entered address upon selecting the Save button. When a new lead is created be selecting the save button is will become automatically visible to QAS. The QAS lightbox will then automatically pop up allowing you to validate an address or perform an address lookup. Illustrated below:

Once I have entered the details shown above and selected to save the Lead the screen below follows:

How to setup this option:

Customise the Object

Visualforce pages are provided automatically with the overriding the new object method for Leads, Accounts, Contacts and Contracts objects.

To override ‘New’ of a Salesforce object:

1. Click Setup, then from the App Setup menu, select Customize on the object you want to change (for example Leads), then Buttons and     Links.

2. In the Standard Buttons and Links section, click Edit next to the “New” label.

3. In the Override Properties, select the Visualforce Page option. From the Content Name drop-down list choose the Visualforce page you require, as shown on the following page. For the Leads, Accounts, Contacts and Contracts objects two overrides are provided:
- QAS_Override_New_[object]_Lightbox which will launch the Lightbox address searching popup;
- QAS_Override_New_[object] which will launch an alternative address searching popup window, and can be used if you experience problems using the Lightbox version.
For any other objects or for custom objects, the names of the Visualforce pages will be as specified when they were created

4. Click Save. The New button will now be listed as Overridden.

How Overrides Work:

When a user clicks New on, for example, the Leads page they will be taken to the usual blank Lead Edit page to fill in contact details. When they click Save (or Save & New) the address will be confirmed by the QAS for salesforce.com address searching Lightbox or popup, before they are taken to the Detail page. (You can control the conditions for this confirmation searching from the Perform Search When Editing Record option on the Touchpoints page.)