[SalesForce] Overriding Related list standard button with Lightning Component & prepopulate parent record field in form

Is there any way to override 'New' standard button with lightning component and refer the parent record as prepopulated value in record creation screen?

I saw in some posts to achieve this using visualforce override and pass parent recordid in url but I wanted to achieve using only lightning component.

Please let me know if more details are needed.

As shown in screenshot I have to override this standard 'New' action to open a form and prepoulated opportunity and account information and few fields of Agreement record itself.

Best Answer

You haven't described what you're actually trying to achieve in the question (please do add that to your question), so I'm not sure if my first suggestion will be enough, but I have two suggestions...

The first thing I'd do is see if you can achieve your aim using a Quick Action instead of writing a component. If you can, then that saves you having to write/maintain code and that's great.

If that doesn't work, suggestion number two is to write a custom component Write it like this:

<aura:component description="NewObjectAction" implements="force:LightningQuickAction,force:hasRecordId">
    Parent record is {!v.recordId}
</aura:component>

Set that up as a Lightning Component type of action on the parent object and it will receive the recordId of the parent record when pressed.

Edit

Two ideas weren't enough! After the question was updated, the actual requirement was to have custom actions appear in the standard related list in LEX. Which is not possible (yet) vote on the idea here:

https://success.salesforce.com/ideaView?id=0873A0000003TXFQA2

So the only options are to put this functionality on the main record's actions in the top-right of the UI, or to write your own related-list.

Related Solutions

[SalesForce] Launch lightning Component from Related List Button

As far as I know, your best bet here is still to use Visualforce and just surface lightning through that page.

<apex:page standardController="ChildObject__c" recordSetVar="children">
    <!-- include lightning here -->
</apex:page>

[SalesForce] Overriding Standard ‘NEW’ button using Visualforce or Creating custom button and replace standard button

If you're trying to prepopulate fields on the UI when the user tries to insert a new record:

In Classic - try using the Web Link option in the new button override option and do some URL hacks as explained here
In Lightning (or Classic using Chatter Actions) - you can use Actions to prepopulate fields and that can be your main entry into inserting a new record. There's a great post on that here

If you're just trying to set the SObject.Name field, this can be achieved through a before trigger.

Here's a sample if you wanted to set the Opportunity Name to "{Account Name} - {Amount}" anytime the Opportunity was created or updated (i.e. it'll always overwrite the user's attempt to change the name):

trigger MyOppTrigger on Opportunity(before insert, before update) {
    for (Opportunity opp : Trigger.new)
        opp.Name = opp.Account.Name + ' - ' + opp.Amount;
}

Note that if you're trying to pull some other value from the Account lookup field, you'll need to do a separate query to grab that other field, or use a formula field to pull that lookup field's value to the opportunity. Then the opp.Name code would look like this:

opp.Name = opp.Cust_Field_on_Account__c + ' - ' + opp.Amount;

At this point, might as well just add the whole logic into the formula field and just do opp.Name = opp.Opp_Auto_Name_Formula_Field__c

Best Answer

Related Solutions

[SalesForce] Launch lightning Component from Related List Button

[SalesForce] Overriding Standard ‘NEW’ button using Visualforce or Creating custom button and replace standard button

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