Setting Predefined Default Field Values for Quick Action Fields

You can create a button on the project page that generates a new resource request record with predefined default values. For example, set the region field to default to the project's region. For more information, see “Set Predefined Field Values for Quick Action Fields” in the Salesforce Help.

To set predefined field defaults:

  1. From Setup, click Object Manager | Project | Buttons, Links, and Actions | New Action.
  2. Set the values shown in the following fields:
    • Action Type: Create a Record
    • Target Object: Resource Request
    • Name: Enter your own name for the new action
  3. Do one of the following:
    • Enter your own value in the Label field.
    • Select New [Record] in Standard Label Type.
  4. Click Save.
  5. Add the following recommended fields one at a time:
    • Region
    • Practice
    • Group
    • Requested Hours
    • Resource Role
    • Suggested Resource
    • Start Date
    • End Date
  6. Click Save.
  7. Click New in Predefined Field Values.
  8. Select a field from the Field Name picklist. For example, Region.
  9. Specify a new field value in the Formula Value field. For example, insert the pse__Proj__c.pse__Region__c API name for the region field. This is the API name of the project followed by the API name of the region field.
  10. Click Save.
  11. Repeat steps 7-10 above for the fields previously added including entering the API name for each field you want to default.
  12. Click Page Layouts | Edit on the project layout you want to use. For example, the Project Layout page.
  13. Click Mobile and Lightning Actions.
  14. Drag your new action into the Salesforce Mobile and Lightning Experience Actions section and click Save. The new button is added to the Project page.