Auto-Populating Wizard Fields at Runtime
Occasionally business requirements may require responses in Wizards to be auto-populated when the Wizard is first launched. Circumstances may dictate that fields for a particular Wizard are always populated for reasons such as the following:
- Object field values for the Wizard should always be the same (e.g., an Agreement-creation Wizard that will always have the same Account and Opportunity names filled in for certain steps).
- Wizard Input or Object Field values should always match every new Wizard of the same design (e.g., multiple surveys/questionnaires for each line item in a Cart line that should share the same responses based on a previously completed survey).
There are two primary methods provided in Wizard Design for auto-populating fields during wizard runtime:
- passing record IDs as parameters when the wizard launches to auto-populate Object fields.
- implementing a special DataSource callback class that fetches data from one runtime wizard to populate other wizards of the same design.
Tip: Note that while the above functionality exists out-of-the-box, use of this
feature requires a custom implementation for initiating auto-populated wizards. Also note
that compound and read-only fields cannot be auto-populated at this time.
