Forum Discussion

JenniferCarter's avatar
JenniferCarter
Qrew Member
5 months ago

Copy master & detail records (which includes a default value)

I have set up a scenario where I have a master "Project" record with multiple "Task" records as children. We are using the "Copy master & detail records" button to create a copy of both parent and ch...
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 months ago

My understanding is that the Copy MasterDetail functionality was written 20+ years ago and is unlikely to be ever changed. So it works how it works. 

My suggestion is to set up a Pipeline to trigger on record created and where that user field us blank, and have it edit the record to change that field to be the value in Record Owner.