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Radagast
One-Time "Lookup"
Years ago, FileMaker Pro had a field type called "Lookup" which essentially copied and pasted into itself the current value of a field in a related object. I am trying to do the same thing in SFDC.
I have a custom object called "VF_Invoice" which is the child to Opportunity. I want to click the "New" button above the "VF Invoice" related list and create a record that pre-populates fields based upon the current values of Opportunity fields, but I don't want those field values to change if their counterparts on the Opportunity record change. Ideally, these pre-populated VF Invoice fields could then be edited manually by the user if needed.
Is this possible? I am very new to Apex code (my only programming experience is some CGI with Perl), so any examples with as much explanation as possible would help.
Thanks for any input you may have!
Good idea -- Thanks!
I was also thinking of using Field Updates, but the default value is even simpler.
Actually, it looks like I will have to go with my Field Update idea, as SFDC does not allow me to choose any related fields for the default value. I am only allowed to select merge fields of the following field types:
$Organization
$System
$Profile
$User
$UserRole