AnsweredAssumed Answered

Setting Default Record Names on Record Creation

Question asked by Steve Silliker on Mar 4, 2020
Latest reply on Mar 4, 2020 by Maryam Aslam

Step 1. Select "Create" from the Quotes Module ListView to create a new record.


Step 2. Select "Create" (the + button) from a related module (Accounts) in the sub panels.


When the pop up window shows (the cached version of the new Quote record), I want the "Record Name" field to be prefilled with a specific value before the first save. I'm assuming this is a simple modification to a file or files.. But I'm not sure what that file is. Anyone have any experience doing this? Would it be a LogicHook before_save?


Thank you!