Create Custom Button

Create Custom Button

Objective:
I would like to create a custom button that creates a record in another module, and transfers the data with it.

Details:
We have a vendor module, and also a "Vendor Request" module. When a Project Manager needs a new vendor we haven't used in the past, we must collect a plethora of documents from that vendor to verify their credentials as well as get them setup on a payment plan. Using the custom module "Vendor Request" module, it allows our purchasing team to go through their process for setting up these new vendors while also allowing the PM's to check in and see what their approval status is waiting on.

At the very end of the setup process, the purchasing group will transfer all the vendor data manually from the "Vendor Request" module to the "Vendor" module. Once completed, they delete the vendor from the "Vendor Request" module and send an email to the PM letting them know they are setup now and ready to use.

I would like the button to be named "Convert to Vendor" and do a variety of things. See below

  1. Create a new Vendor in the Vendor Module using the "Vendor Name" field 
  2. Push the data inside the red boxes in the image below into the new Vendor created in the "Vendor Module"
  3. Send an email informing the "Vendor Request" owner that the Vendor is now active in the "Vendor Module"
  4. Delete the record from the "Vendor Request" Module