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is it possible to auto-populate a lookup field without saving the case record type? (without code/via config)

Scenario:

Case Record Type.

-User uses lookup field 'Client Product' to select a product. -Upon selection and without saving, a Picklist Field called 'Case Product' auto populates XYZ Value depending on what the user selected as the 'Client Product'. -('Case Product' is a global value set.)

Thanks

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No, it's not possible. Workflow and Process Builder only triggers on a successful save. You would necessarily need to write code. Picklist values can only depend on other picklist values and checkbox fields.

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  • That's what I thought, Thanks Fox.
    – Mr.Smith
    Mar 8, 2019 at 12:32

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