1 Reply Latest reply on Sep 18, 2009 9:09 AM by ninja

    Controlling New Record Creation

    macguy0918

      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