Hello Team!
Which is the good practice for assign default values for a new record from lookup.
I have an Account lookup and a Contact lookup. I want to take the account selected as a default account once I'm creating a new contact.
Business Rules is applied but the account is not pulled to the contact.
Thanks!
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Hello Dmytro,
You can set up a default value for an 'Assignee' column of your object. However, the object should be in the Custom package. You will not be able to set a default value for the base objects. Apart from that, in this particular example, the case assignee will be the save for all the cases.
But we recommend you double-check the business rule. Please feel free to find the information about business rules in our Creatio Academy article.
Best regards,
Bogdan.