Go to the "Lead Gen Appointment" related list on the Opportunity object
Click the custom "New" button to create a new Lead Gen Appointment record
The Lead Gen Appointment record name, "Related Account" lookup field and "Related Opportunity" lookup field should all pre-populate.
So far I can get the Name of the record to pre-populate with the name of the related Account.
However, I haven't been able to get the lookup fields for the related Account and Opportunity to populate.
Here's my list button currently which only populates the record Name:
/lightning/o/Lead_Gen_Appointment__c/new?defaultFieldValues=
Name={!Account.Name},
{!Lead_Gen_Appointment__c.Related_Account__c}={!Account.Id},
{!Lead_Gen_Appointment__c.Related_Opportunity__c}={!Opportunity.Id}
Does anyone know how to get thos two lookups to pre-populate?
Any help is much appreciated!
4 answers
Hi Jessica,
I think it's a bug that you can't get the opportunity id even though it's an opportunity page.
I have encountered the phenomenon that the Id of the lookup field cannot be obtained.
At this time, I purposely created a text type formula item to avoid it.
Maybe Id type can't be used?
https://trailblazer.salesforce.com/ideaView?id=0873A0000003W5qQAE
