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Jennifer Laing
Custom Link in Lightning which Pre-populates Fields
Hello
I am trying to add a custom Lightning link to an Opportunity record. The link successfully opens the custom object record page however, I need the Account Name and Opportunity Name to be autopopulated. How can I achieve this in the formula? This is the formula I currently have - which does not autopopulate the fields:
/one/one.app#/alohaRedirect/a1H/e?
&{!$Setup.Request_Fields__c.Account_name__c}"_lkid="{!Account.Id}
&"retURL=%2F"{!Opportunity.Id}
&{!$Setup.Request_Fields__c.Opportunity_name__c}"="{!Opportunity.Name}
&{!$Setup.Request_Fields__c.Opportunity_name__c}"_lkid="{!Opportunity.Id}
&"RecordType="{!$Setup.RecordTypeID__c.Request_Credit_Check__c}
I am trying to add a custom Lightning link to an Opportunity record. The link successfully opens the custom object record page however, I need the Account Name and Opportunity Name to be autopopulated. How can I achieve this in the formula? This is the formula I currently have - which does not autopopulate the fields:
/one/one.app#/alohaRedirect/a1H/e?
&{!$Setup.Request_Fields__c.Account_name__c}"_lkid="{!Account.Id}
&"retURL=%2F"{!Opportunity.Id}
&{!$Setup.Request_Fields__c.Opportunity_name__c}"="{!Opportunity.Name}
&{!$Setup.Request_Fields__c.Opportunity_name__c}"_lkid="{!Opportunity.Id}
&"RecordType="{!$Setup.RecordTypeID__c.Request_Credit_Check__c}
I don't think so it will work since URL hack is not supported. Check this - https://success.salesforce.com/answers?id=9063A000000iW67QAE
You can set Predefined values using Lightning Quick Action .
Below url will help you how to create a quick action with predefined values.
https://salesforce.stackexchange.com/questions/116697/create-record-in-lightning-with-populated-fields
Hope this helps :)