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I have a custom parent object A and a child object B.

When I create a new record from the child object B via the related list, only the parent lookup field is defaulted and filled in.

When I hit create new in the related list, I need to add more fields to be auto filled in.

Is there an appropriate solution to such issue?

Please advise if there is a way by using the process builder or some other means of automation processes?

  • Lightning or Classic? – David Reed Nov 27 '18 at 16:32
  • Classic version – lemdev Nov 27 '18 at 16:34
  • if the fields are not mandatory, you can use a workflow rule, a Process builder and so on. After, the user should edit. – m Peixoto Nov 27 '18 at 16:39
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In lightning: you can do that using Set Predefined Field Values for Quick Action Fields. Here you predefine values for the new record created in quick action attributes and thus they gets prepopulated when you click the quick action button.

In Classic : In classic you can use URL hacking : Here you pass the FieldID and its value in URL params and they get set in the corresponding fields accordingly.

Src : https://help.salesforce.com/articleView?id=predefined_field_values.htm&type=5

Src : https://www.salesforceben.com/salesforce-url-hacking-tutorial/

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