Auto populating data based on sub-grid quick create

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Posted on by SarahC

Hello,

My setup:

I have a custom option set field on the Task entity.
I have the task subgrid on the Opportunity form for general task entry.
I also have a task subgrid on the account form and am adding another subgrid for task on the opportunity form.

What I need:

For the account form task subgrid, when creating a new task I need the custom option set to default to a specific value.
For the new task subgrid on the opportunity form I need:
- the custom option set to default to a different specific value and auto-populate the due date to date of creation.

How can I set a default value of a quick create based on which subgrid i'm creating from? Is this possible?

Thank you.

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Wahaj Rashid 11,321 on at

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Hi,

When you create a task from subgrid it opens Task Quick Create form and by default sets regarding field (parent). You can register a JavaScript function on load of the task quick create form, which sets the value based on entity type of regarding lookup.

Here is an example with steps:

Add your custom field to the Task Quick Create form.

Register a Javascript function which fires on load of the form and sets value based on the entity type of the regarding lookup.

Here is example code for your reference:

function onLoad_Set_Task_Type(executionContext) { var formContext = executionContext.getFormContext(); // Set value only on Create Form if (formContext.ui.getFormType() == 1) { var entityType, lookupFieldObj; // Get Regarding Lookup Object lookupFieldObj = formContext.data.entity.attributes.get("regardingobjectid"); if (lookupFieldObj.getValue() != null) { entityType = lookupFieldObj.getValue()[0].entityType; // Set value based on regarding entity if (entityType == "account") { formContext.data.entity.attributes.get("new_whocalledme").setValue(100000000); } else if (entityType == "opportunity") { formContext.data.entity.attributes.get("new_whocalledme").setValue(100000001); } else { formContext.data.entity.attributes.get("new_whocalledme").setValue(100000002); } } } }

Publish the form.

Now when we create a task from Account or Opportunity, it sets the value of custom field accordingly.

When task created from Account

When task created from Opportunity

I hope this solves your problem.

Best,

Wahaj

(if it helped, mark it verified)

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