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7.5 Stop Quotes module from copying certain fields on "Copy" record.

Question asked by ted moriello on May 25, 2016

Hi guys,

 

In Sugar 7.5, when I copy a Quote record, I want to be able to keep some default field values in the newly copied record instead of copying that fields current value from the original record.   

 

For example, I have a field called "needs_manager_approval_c" which is a dropdown that flips to Yes/No based on criteria I set in some aftersave logic.  I want users to be able to Copy the quote record but have the default value of "No" in that field when the record is copied.  I actually want to default a whole bunch of fields but an explanation of just one field should be enough to push me in the right direction. 

 

Thanks!

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