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Shamser Dhami (javra) 님이 #CRM Configuration에 질문했습니다

I have a custom Record with Picklist field 'stage'. I have set 'Initiated' as default value but it doesn't keep the value as selected in Create New.  I want to set Inititated stage for newly created record.

FYI:

 

Default picklist value is not selected while creating new Record. Why?

 

stageCust2.jpg

답변 2개
  1. 2023년 4월 25일 오전 7:27

    Hi @Shamser Dhami

     

    Please verify these steps if you're not getting the default value for your Stage field.

    You can set the picklist value to default on that field by checking the default checkbox.

    For Instance:  I had marked English as the default value for the Subject field by clicking on the edit before that value and marked that default check box true and saved it.

    Hi Please verify these steps if you're not getting the default value for your Stage field.You can set the picklist value to default on that field by checking the default checkbox.

    Here's the result of this change:

    Screenshot from 2023-04-25 12-45-40.png

    And If your mentioned object has record types then please follow the mentioned steps below to verify the default value set or not for the Stage field.

     

    1. Go to Setup.

    2. In Object Manager, Open your Object.

    3. Open the record type for which you want to set the default value of the picklist field.

    4. Edit the picklist field present under the Picklist Available for Editing.

    5. Select the value that you want to make as default for the Default dropdown.

    6. Click on Save.

     

    For instance: I have set the default value for a record type for the Type field and  I have attached the image. Kindly, Take it as a reference:

    Screenshot from 2023-04-25 12-55-10.png

    And Here's the result:Screenshot from 2023-04-25 12-54-04.png

    Kindly mark it as the best answer, If it is helpful for you!

    Thanks

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