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dmcheng
Opportunity: set default Close Date so user doesn't have to enter?
Hello. I have a client who uses Opps but does not need the Close Date
field, and he doesn't want to require his users to click on the date
link to insert today's date since they have enough required data entry
fields as it is.
I've tried using both Workflow rules and Apex to populate the CloseDate field, but it looks like the web page's field validation occurs first and returns a required-field error to the user.
Is there any way to pre-empt the web page field validation?
Thanks
David
I've tried using both Workflow rules and Apex to populate the CloseDate field, but it looks like the web page's field validation occurs first and returns a required-field error to the user.
Is there any way to pre-empt the web page field validation?
Thanks
David
1. Create an S Control of type URL
2. Override the new button on the opportunity with this S Control.
S-Control
/006/e?opp9={!TODAY()+90}&nooverride=1&isdtp=mn&retURL=/006/o
opp9= opp close date field that is being set. In my example, I default close date to 90 days.
Hi angi.fire,
I am having a similar problem. I have a set of users that want a default date but it is alittle more complicated. They want the date to always be the end of the fiscal year which is 6/30, however the year should be 3 years from the current year. So if they enter an opportunity today then the close date would be 6/30/2012. Is this possible? I have tried several formulas and it just doesnt seem to work. I would appreciate your assistance.
Anyone knows how to do this with VisualForce as we can't use S-controls anymore?
Hi, did you get an answer yet?
This thread is pretty old, but I'll post my solution here for posterity:
VisualForce Code:
Thanks for posting a real solutions, everyone!
This is the only thread that I found that contains solutions for defaulting standard required field values that are enforced by standard page form validation. Other threads that I found had incorrect responses from Salesforce Product Management directing people to use workflows.
You can create them globally, or object specific. You can also indicate default field values on create, so you can get around coding and workflows.