Scenario: Universal Inc would like to increase staff productivity with fewer clicks when creating a Case from the Account page, users still need to enter other fields, but a few fields have been populated by default:
- Skip record type prompt
- Type = Other
Solution: create a custom button and add it to the page layout. Here is the URL:
/lightning/o/Case/new?defaultFieldValues=RecordTypeId=0125g0000022dlQAAQ,AccountId={!Account.Id}&Type=Other
Reference:
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