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Try It Out: Set a Predefined Field Value on an Action

When we customized our Create a Case action, the Status field was already present, because it’s a required field for cases. Whenever Acme Wireless’ mobile technicians are out in the field and have to open a case, the case status is always going to be “New” for them. Rather than require them to fill in the Status field every time they open a case, let’s set up a predefined field value for it as “New”. Then we can remove it from the action layout, and whenever the Create a Case action is used to create a case, the status will automatically be set to “New”.

  1. In Setup, go to Customize | Accounts | Buttons, Links, and Actions.
  2. Click Create a Case.
  3. In the Predefined Values related list, click New.
  4. From the Field Name drop-down list, select Status.
  5. Set its value to New.
  6. Click Save.
    Now we need to remove the Status field from the action layout.
  7. On the action detail page, click Edit Layout.
  8. Click the Status field on the layout and drag it up to the palette.

    If you have a required field with a predefined value assigned, and have removed the field from the action layout, if you later delete the field’s predefined value you will need to re-add the required field to the action layout. Otherwise, users won’t be able to save the record.

    Tip

  9. Click Save.

OK, now let’s see it in action.