A System Administrator at a healthcare company needs to enable care managers to create a new Patient Follow-Up record directly from an active Contact record. The solution must automatically populate the Patient field with the current Contact and set the initial Priority field to 'High'. Which TWO configuration steps should the administrator perform to satisfy these requirements? (Select 2 answers)
- Create an Object-Specific Quick Action on the Contact object with Patient Follow-Up as the target object.Cevap
- Configure Predefined Field Values on the action layout to populate the Patient and Priority fields automatically.Cevap
- CCreate a Global Quick Action for Patient Follow-Up and set component visibility filter criteria using Dynamic Forms.
- DCreate a Custom Detail Page Button using JavaScript to execute URL parameter passing for record creation.
Cevap
The administrator must create an Object-Specific Quick Action on the Contact object targeting Patient Follow-Up, and configure Predefined Field Values for the Patient lookup and Priority fields.
To create a related record in context of a parent record with predefined defaults, an administrator should create an Object-Specific Quick Action on the parent object (Contact) and define Predefined Field Values for necessary fields on the action.
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Object-Specific Quick Actions and Predefined Field Values