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nonprofit adminnonprofit admin 

Would like to pass elements from one object to another upon record creation


In "classic" it is possible to pass elements from one object record to another through a List Button so that the user does not need to fill in anything and just save the record. I have found this functionality extremely useful for the user experience and have been using it for years. 

The newer Lightening platform does not allow the above functionality. 

I expect that there is a new way of handling what is needed through an Action. I would like to create an action that looks something like this:

Contact record Start Date = CustomObj X Start Date
{!TODAY} = CustomObj X End Date
Contact record Contact ID = CustomObj X Contact ID (lookup)
Contact record Contact Name = CustomObj ContactName

GOAL: The user clicks the "Initiate" List Button on the Contact Related List for CustomObjX ... all the above fields populate ... the record SAVES (or the user hits SAVE)

I tried to set this up myself however I was having dificulty finding a way to map it and I was not sure if I need to create some kind of Lightning component?

Any help greatly appreciated!

Jonathan A FoxJonathan A Fox
Could you not use Flow builder, get the current records and create a new record off the back of that, mapping the required fields?