Skip navigation

Allow layout types to apply templates

score 55
You have not voted. Below Review Threshold

We have a need to default specific values on specific fields on a change request.  We were hoping to use layout types and have that new layout type apply the template on the New button action, but we misunderstood that configuration - see Cannot get template to be applied from Console > Create/Edit Layout > Assign Template on record create .


This idea to to enhance layout types to be able to configure each type to apply designated templates when the layout type is selected from the New button action.  That way, we can select a layout type, have the record 'new' tab created and opened, and have the values populated for certain fields all before the first initial save.


Vote history