AnsweredAssumed Answered

Prefill DD field from related record during record create

Question asked by Neil Conacher on Feb 22, 2019
Latest reply on Feb 22, 2019 by Neil Conacher

For example, we want to prefill a custom field on the Opportunities record with the property of the similar field on the related Accounts record.

 

We could achieve the same end result using an after_save logic hook but would prefer the flexibility of allowing the user to change the default value during record creation.

 

We have used the Calculated Value method for non DD field types, but that is not available for DD field types. We also want to store the DD key in the database record rather than the DD label, so want to avoid using an other custom field (eg create a text field and fill it with the label value)

 

Thanks

 

Neil

Outcomes