[SalesForce] Lightning Navigate to Create Record with Default Values not working

I want to add a button on the related list to create a new record with some prepopulated default value in the standard "Name" field. I'm looking at the release notes from Spring 2020 which says it is now supported in Lightning but I'm unable to prepopulate values.

Here is the release notes link: https://releasenotes.docs.salesforce.com/en-us/spring20/release-notes/rn_general_lex_navigate_to_record_dfv.htm

I'm adding a button on a custom object where I want "Name" field to be prepopulated with "Account Name" (where Account is parent). Here is my button URL:

/lightning/o/CustomObject__c/new?defaultFieldValues=
Name={!Account.Name},
Client__c={!Account.Id}

When I add button on the related list on Account Page, I'm still not able to prepopulate Name field. I do not want to hardcode Account Id. What am I missing here?

Best Answer

Remove the line breaks. It's not called out in the release notes and examples always seem to show line breaks (for readability) but line breaks do not work.

/lightning/o/CustomObject__c/new?defaultFieldValues=Name={!Account.Name},Client__c={!Account.Id}}

This is called out in this article, but I've also run into the same issue.

Related Solutions

[SalesForce] Workaround for URL Hack to prepopulate fields on standard page layout

I think the answer to your question is maybe. Up until a couple years ago, asking support to disable validation of CSRF token on GET requests did the trick for allowing save=1 as a parameter in URL hacks. It's no longer possible.

If you don't need to automatically save, then you can still do URL hacks. Is there a particular use case you're trying to solve for?

I guess you should also check out Publisher Actions and the Process Builder. Those two functions solve many of the requirements previously only supported by APEX/Visualforce or URL hacks.

[SalesForce] Access parent record id from visualforce page called in custom list button

I was able to access the Parent record Id using the below code.

<script>
    $Lightning.use("c:LAPP_CreateReturnRequest", function() {
      $Lightning.createComponent("c:LCMP_CreateReturnRequest",
          { opportunityId : '{!$CurrentPage.parameters.id}' },
          "lightning",
          function(cmp) {
            alert('component created successfully');
          }
      );
    });
</script>

Best Answer

Related Solutions

[SalesForce] Workaround for URL Hack to prepopulate fields on standard page layout

[SalesForce] Access parent record id from visualforce page called in custom list button

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