AnsweredAssumed Answered

How do I Auto Populate a Custom Relate Field when Creating a Record from a Subpanel?

Question asked by Ian Trzoska on Oct 22, 2019
Latest reply on Oct 29, 2019 by Ian Trzoska

Hi all,

 

I'm attempting to populate a custom relate field (primary_contact_c) when creating an opportunity from a contact using the subpanel; the relate field in the opportunity should be populated with the contact that it is being created from.

 

I've found a few articles on here and on other sites which ask similar things but I've not made much progress with this.

 

Any help would be very much appreciated.

 

Many thanks in advance.

Outcomes