Set default values on new row action by formula (similar to Salesforce Quick Action predefined fields)

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  • Updated 2 years ago
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What I'd like is an easier way to create child record defaults (more complicated ones, requiring a formula) when creating that record from a parent - which is a frequent process.

When creating a quick-action in Salesforce to create a new record from a parent you can set predefined field values via a formula. It'd be really swell if you could do the same in Skuid as the way I'm currently doing this in Skuid is to create some ui-only formula fields on the parent model and to then reference these via `{{$}}` in the new row action. This is a lot more work/overhead than the Salesforce quick action process.

Screenshot sums it up best!

Let me know if I'm missing something!



(p.s. some validation in the formula editor would also be SWEET - including making sure referenced fields are in the models)

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Louis Skelton

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Posted 2 years ago

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Zach McElrath, Employee

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Official Response
Louis, the ability to use all of the same "Value Sources" that are available when using the "Update a field on rows" action as of Millau Update 2 (11.2.x), e.g. "Field from another Model", "Result of Formula", etc., is going to be made available for Defaults on "Create new Row" as of the Spark release. 

Definitely agree about it being a lot more overhead to have to use merge syntax - so we're changing that, finally :)

Also agreed about validation in the Formula Editor, we are planning to improve the UX of the Formula Editor in an upcoming release.