I have been asked about this by a lot of clients so I decided to post this "how to".
Here is a helpful Part Order tip that explains how easy it is to create a formula field on the Part Order or Part Order Lines object that will automatically generate the correct shipment tracking URL.
In this example, I created a dependent picklist called “Carrier” which is controlled by the “Service Region” picklist. If Service Region = US&C then it only lets the user choose carriers UPS, FexEx, DHL, USPS etc. If the Service Region = LAR then is only lets the user choose DHL and so on. (see screen shot below)
Create the following custom Fields on the Part Order Line object:
Here is a screen shot of the
Carrier Tracking URL (formula):
Please let me know if you have any questions.
ServiceMax Enterprise Consultant
Thanks anthony.grimes. I'm sure there are a lot more useful tips I have not discovered yet either but I will share the ones I know of and since we are working on a project together now I will share a lot more with you. ;-) #parts
Or you can get fancy an wrap a HYPERLINK around the URL within the CASE statement so the link the user clicks on is the actual tracking number. Something like this:
HYPERLINK("http://www.fedex.com/Tracking?ascend_header=1&clienttype=dotcom&cntry_code=us&language=english&track... "& Carrier_Tracking_Num__c,""& Carrier_Tracking_Num__c)
That requires one less field on your page layout. (assuming your tracking number is auto-populated by a process)
Travis, Excellent suggestion. I updated my formula field on the original post. It looks a lot cleaner on the page layout. Thanks!
Definitely a great solution for a typically click-heavy process. You can also accomplish the same result in a custom button though the formula syntax would be a little different as you don't have to cast it as a hyperlink - that's implied for a button.
However, I like Mike's field model best as you can display it on the shipment line page layout (as indicated above) and - if you're so inclined - in the shipment line related list of the parent record. The latter is particularly helpful when one or more lines have been shipped separately. No need to click through to each shipment line, just find the appropriate line in the related list and click its tracking link.