Open new record - set lookup value to the new record
Hi community
How can I set a concrete record when creating a new record via button?
In this example I need to set the status of the education activity to "To Do" when this an education activity is created using this button
Should be simple but I can't find a way yo do it.
Thanks
Luis
Like
Hello,
Only some values from the page where you click this button can be transferred there; that is, you cannot send a static value when you click the button.
In this situation, there are the following options for solving your problem:
1) Create a business rule that would do this automatically, such as if the field is filled in, then set the value in the status field as follows.
The example that may help you:
2) When clicking on the button, launch the Business Process, which will launch the element of opening the editing page and, in the process, pass the value in the parameter.
3) Create a custom code for the button to pass some static value.
Best regards,
Antonii