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Hi,

 

So I am having a bit of problem getting a predefined value to carry over.

 

I am creating a new Work Order from Opportunity. 

 

When I select a button I created which created a new record I have then set up Predefined Values for a number of the fields.

 

 

The issue I have is I have two muli-picklists in both Opportunity and Work Order called Services and Directives. Each one shares the same Global Picklist Value set. 

 

The issue is when I got to assigning a predefined value from the drop down, Directives and Services do not appear on that list. 

 

Many thanks
2 respuestas
  1. 20 may 2021, 14:29
    Hi there,

     

    Unfortunately, multi-picklist fields aren't supported under predefined values. You can set predefined values for any field available in the action layout editor, with these exceptions.

    • Dependent picklists
    • Multi-select picklists
    • Read-only field types like auto-number, formula, and roll-up summary fields
    • Lookup fields
    • You can’t use a dependent picklist to set a predefined value.

    Full details here: 

    https://help.salesforce.com/articleView?id=sf.predefined_field_values_notes.htm&type=5 (https://help.salesforce.com/articleView?id=sf.predefined_field_values_notes.htm&type=5)

     

     
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