How to Set Default Values in a Quick Action
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An object-specific Quick Action performs a specific action in Salesforce, such as creating or updating a record. HomeKeeper comes equipped with a number of quick actions to help you streamline your data entry. These actions can be modified, and field values within the action can be defaulted. This article will walk you through the process of defaulting a field value in a Quick Action.
In this example we review how to edit the Service File Quick Action that creates a Counseling/Education record, the “New 1-1 Counseling” action. We'll set a field called “Fee” to default to the value of $0, for programs that don't charge for their services.
Navigate to the Object Manager
1) Click on the Setup gear icon 2) Then click Edit Object
Find the Quick Action
There are several Buttons, Links and Actions delivered with HomeKeeper. The type "Action Layout Editor" is the newer Lightning Quick Action type, where it allows for you to create a Related Object, define a layout as well as Predefined Field Values.
Add a new Predefined Field Value
Click the “New” Button at the top of the “Predefined Field Values" Section and find the field "Fee"
You'll may see a few Predefined (defaulted) Values already, such as those shown below which populate the Address fields, Status field, and Intake Date.
Then click on the link to open the formula editor.
Add Your Formula using the Formula Editor
You can simply enter text (2), reference other fields (3) on the Service File, and/or use conditionals (4) to determine the default field value. Be thoughtful about how you structure them as they can be very dynamic (or very confusing!). Once you're done, hit Save (5).
For this example, we simply entered text and added a 0.
NOTE: Want to learn more about Formula Operators and Functions in Salesforce? Check out this Salesforce Help Guide on Salesforce Functions
Add the Field to the Layout
Once the field is defined, you can then add it to the layout.
Click on the Edit Layout Button to Make Changes to the Layout
1) Find the Fee field, and drag it into the layout. 2) Drop the field where you'd like it to appear. 3) Hit save when you're done.
Check your work!
Hooray! The Fee is now set to $0 when using the Quick 1-1 Counseling Action! Navigate back to your HomeKeeper App, to the Object where your Quick Action appears. Click the Quick Action to ensure that your new defaulted/predefined value is populating as expected.
