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Siddharth Prakash
Prepopulate Opportunity Line Item Fields On Creation Page
Hi guys,
We have an issue where we need to pre-populate the two dates from the opportunity page to the opportunity line item creation page. The pre-population is necessary and this needs to be done on page load and not on page submission.
How do we go about executing this?
Regards
Siddharth
We have an issue where we need to pre-populate the two dates from the opportunity page to the opportunity line item creation page. The pre-population is necessary and this needs to be done on page load and not on page submission.
How do we go about executing this?
Regards
Siddharth
I am not able to add custom button on the Selectsearch page. First we have the Add Product page , after that we have the select search page , where there is no option to add custom button.
Page - cs16.salesforce.com/p/opp/SelectSearch
This is not customizable. I am not able to see anything where we can customize this. Do you know any other way.
I know it has to be done on click of "Select" button and then pass the opportunity page value (of the dates) into a specific field value so that it is set in the next page - when it loads.
Regards
Siddharth
Otherwise, you could default the Opportunity Product's date field using either a trigger or a workflow rule + field update.
Headless flow ? Could you please elaborate on that a bit ?
Regards
Siddharth