Just starting out with Lightning, I'm converting my URL hack buttons to object-specific actions.
My URL hack button to create a new Opportunity record prefilled a lookup field to a specific record value that has no relationship to the parent (creating) record. I can't figure out how to set the predefined value of that lookup field in my new action to a specific record. The text name of the record doesn't work, and the SF ID doesn't work either.
The idea is that I want each different Opportunity record type to have its own action (replacing the old buttons in classic), prefilling the lookup field with a different fixed record value.
What's the magic solution?
@Salesforce.org System Administrators @Nonprofit Success Pack @* Lightning Now! *
I'm pretty sure you can't do what you're trying to do. The formula editor in predefined values doesn't allow for setting an ID (as you've seen) because it's read as data type "Text" instead of "Lookup". Not sure if this is specifically documented anywhere but that's been my experience (and others in forum posts).