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Upon clicking the "+NEW" button to access the Create New Entity Form, how can I pre-populate fields upon accessing this form.
I have a field "Owner(Sales)" that has Data Type = Owner. Which seems pre-populate upon entering the form. I want to replicate this feature for 2 other fields, where the field gets set to the current user as well. Unfortunately, I believe that you can only have 1 Field per entity that can be set to Data Type = Owner. Any ideas on how I can replicate pre populating fields upon entering a new form?
Thanks ahead of time!
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Thank you Ravi and Prashant for your responses.
I went the route of creating both fields as Lookup (System User). And I was successfully able to create business rules to accomplish automatically setting these field upon a new entity form.
Hi There
You can create two more fields with type 'Lookup' (User). After doing that if you want to set this to the user who's creating it pre-populate.
Scenario: Set field 1 and field 2 same as owner
Create a business rule with condition 'Created on' does not contain data and field 1 does not contain data and field 2 does not contain data:
Set Field 1 equals owner
Set field 2 equals owner
If your scenario is different from what I said above, you might want to use a JS as Ravi said.
Learn more about business rules here: suyati.com/.../
Hi,
The type Owner is sytem type which soteres value for System User (User) or Team. You cannot create this type of field. If you want you can create a lookup field and use System User (User) entity. This should work.
To auto populate, You might have to use JavaScript as I don't think you can set current user in Business Rules.
Hope this helps.
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