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Ken_Koellner Any way to set default based on lookup up or some other procedure
I'd like to be able to set defaults when a user hits the "New" button on a custom object based on some simple logic.
Like set a value to a lookup from their User record?
Is there any way to do this or can defaults only be hard-coded values?
I guess the alternative would be to override the New button with some VF code but that's a heck of a lot of work to initialize a few fields.
You can use the url to set the default value ; by overridding the standard button and make a new button.
Have you explored using the "Default Value" option under "General Options" when defining a field ? That option allows you write some formula to come up with the default value for the field. Its available under Your Name -> Setup -> App Setup -> Create -> Objects -> <Object Name> -> Click Edit for the Field
I looked at the options under a text field and checked what you can do with a default formula and see that I can set a default value based on a lookup to a related object.
My issue was with a pick-list field. It appears that with a pick-list field, the only way to set a default is to check one of the values in the list. You can't use a formula to set a default on a pick-list field.