Can I create an action button to create a new record that passes in information from the source screen?

  • 9 September 2021
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Trying to create a no-code customization in 21 R1. I would like to add an action button that uses the create new record functionality from a case to a sales order. I got it to pop up the sales order creation screen, but I would also like it to grab the customer # and case ID to populate into the customer field and a custom case ID field we have on the sales order screen. Is this possible with the no-code customization of adding an action button? The parameters section allows me to pass in the specific order type I’m looking for, but I haven’t gotten it to pass the other fields into the sales order screen. Thanks!

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