autofill account field

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  • laura
    Junior Member
    • Feb 2019
    • 20

    autofill account field

    Hey,

    When I create a new Opportunity the field "account" should be filled automatically. How can I set it?

    Thanks for help!
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hello,
    Set the defaul parameter for this field in the Entity manager or create a formula for the 'opportunity' entity in the Entity Manager. The formula looks like this: ifThen(entity\isNew(), accountId = 'Besharp')
    Last edited by Maximus; 03-13-2019, 08:53 AM.

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