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Ancil PA
Auto populate the value of CustomerName field in case screen
I am trying to auto populate the value of CustomerName field in case screen as "Anonymous" based on recordtype selection. Can somebody help me on this?
I tried using workflow but i am not getting the CustomerName field in case object and i could find that the CustomerName field is related to account object, due to which i am unable to use workflow to auto populate the value of CustomerName field in case screen.
I tried using workflow but i am not getting the CustomerName field in case object and i could find that the CustomerName field is related to account object, due to which i am unable to use workflow to auto populate the value of CustomerName field in case screen.
You need to create a new button which opens up the child record from parent records' related list section and then auto populates the parent field (whichever you would like).
Example: Auto populate a Account name field on Contact's Account_Name_Custom__c field.
Account_Name_Custom__c is a new custom field on a contact record which would be auto populated as its account name.
You need to create a button on contact object (child object in your case) which would look like following,
Once done, you need to populate this button on page layout of an Account (parent object in your case)
Let's break down the code: /003/e?retURL=%2F{!Account.Id}&accid={!Account.Id}&00N1I00000L7Yvh={!Account.Name}
Take a look at the following screens as well. That is a result for our example above
Hope this helps & if it resolves the issue, please mark it as Best Answer!
Useful link: http://raydehler.com/cloud/clod/salesforce-url-hacking-to-prepopulate-fields-on-a-standard-page-layout.html (http://raydehler.com/cloud/clod/salesforce-url-hacking-to-prepopulate-fields-on-a-standard-page-layout.html)