How to set a default value in a field?

Hi,

 

I would like to find a way to populate the fields with a default value in the form when you create a new opportunity.

Is it possible and how to do it? if not possible is there a workaround?

 

Thank you

 

Pierre

0
1

1 Comments

  • Hi Pierre,

    Although this isn't a default setting we can adjust natively in Copper, you may be able to use our Workflow Automation feature to support this.  Your trigger would be when an Opportunity "is created" and your action would be to "update" the Opportunity's value field to your desired default.

    Try that!

     

     

Please sign in to leave a comment.

Add Comment

Didn’t find what you were looking for?

Ask our community of experts on the Copper forum.

Submit a Post