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我有一个自定义对象FlightRequest用于Opportunity对象,并且在OpportunityFlightRequest中都有一个Amount文件。

我想在FlightRequestAmount字段中将OpportunityAmount字段值设置为默认值。因此,每当单击FlightRequest的New Button时,Amount输入应该已经包含OpportunityAmount

我正在使用标准页面布局而不是任何视觉强制页面布局,并且不能使用它。

我看到有一个选项可以为字段设置默认值,但选择字段类型选项中未显示机会对象

请建议我怎么能做到这一点

提前致谢

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2 回答 2

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This is possible with a "unofficially" supported technique (meaning everyone has been doing it for 10 yrs and while they say it's unsupported they'll never break it, too many customers use it) called URL hacking. Basically when they click the new button you'll pass the value for your field into the new record page dynamically based on the parent record. There is a good blog post tutorial on this. Give it a try and that should do what you need.

于 2012-04-21T19:53:47.120 回答
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您需要在对象之间建立主从关系,然后您可以将 FlightRequest 对象上的 Amount 字段设置为引用 Opportunity 上的 Amount 字段的公式字段。

这应该完成您需要做的事情。Master-Detail 关系对于字段的跨对象引用是必不可少的。

于 2012-04-20T13:27:49.863 回答