Auto Populating a Field on New Entity Form.

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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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RaviKashyap 55,410 Moderator on at

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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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PS 23,577 on at

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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/.../

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Community Member on at

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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.

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