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Initialize fields value from the previous record when clicking on new button

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Posted on by Anas Rafik

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Hello

I have an opportunity and its lines in a custom entity called estimation when the user click on the plus button from the subgrid it create a new record mapped with some value from opportunity the problem those mapped values are used to filter a lookup on the estimation entity when a user click on the new button on the estimation form to add the second line those value doesn't get mapped even there belong to the same opportunity is there any way i can initialize the new form with the needed value from the previous record

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RaviKashyap 55,410 on at

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RE: Initialize fields value from the previous record when clicking on new button

Hi,

There is no standard/ sup[ported way to do this other than customizing/ changing how you are creating the Estimation records. The possible workarounds are -

1) Use a uick create form for estimation.

2) Hide the new button for the estimation and instead add a custom button in opportunity command bar to add new estimation. Within the button, pass the opportunity as the parameter.

Hope this helps.

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