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Controlling New Record Creation

Question asked by macguy0918 on Sep 18, 2009
Latest reply on Sep 18, 2009 by ninja

Title

Controlling New Record Creation

Post

I want to set certain default values for fields whenever a new record is created.  I can go that pretty easily with a script attached to a "Create New Record" button.  

 

However, users can create new records other ways...either by clicking on the "New Record" icon in the Toolbar, or by hitting "Cancel Find" when in a layout that is normally used to Find Records, then entering new records that way.

 

How can I get control of those other situations.  I don't mind them using those other methods to create new records but I would like to execute a few setup steps (assign some default values, etc.) when they create new records, no matter how they create them.

 

thanks 

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