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How can an admin prepopulate a Long Text Area field?
A customer question I can't answer. Can anyone help?
I'd like to prepopulate some fields when we create new cases. I've come across a few ways to do that for simple standard fields and for custom fields, but one of the fields that I want to work with is a Long Text Area, and those seem to be more difficult. Is there a recommended way to prepopulate a Long Text Area field? Is it possible to do it by pulling in the text from an object somewhere, such as the contents of a Content record, or perhaps a static resource?
thanks!
Mysti
Hello,
Go to Setup> Create> Custom Objects> your object and select edit on the Long Text Area field. There's a Default Value field where you can specify what value to have upon creation.
You can also set the initial value with a Workflow Rule, just for the case when the record is first created.
Another way would be as you've said to copy that value from somewhere else. For this you'll need a trigger. I don't know if you can use a Custom Setting for this, it depends on how big do you want the initial text to be; from what I remember you can only add Text(255 chars) fields to a custom setting, so no long text areas.
Regards,
Adrian
Thanks AdrianCC -- that worked great! I hadn't realized that a custom Long Text Area field could have default text. Since the standard case field can't, I hadn't even bothered to try a custom version. This will really help me move my project along.
Steve