How to Use Lightning Components to Simplify Record Creation
This blog was co-written by Jagmohan Singh and James Sullivan.
There is no easy option to set up a quick action to create a new Quote from Opportunity object.
In this post, we are going to cover how to set up a lightning action on the Opportunity object to create a new Quote and dynamically pre-populate fields. This will demonstrate how to use a Record Edit Form component to create new records based on an ID provided. In this example, we’ll pass in the Opportunity ID to create a quote with the same name.
Since we can’t do this with a quick action, we’ll create our own Lightning Component.
A Step-by-Step Guide
Step 1: On Quote object, set up a couple of Field Sets for editable and readable fields to be displayed on the quick action and add the fields to those field sets as per your requirement.
Create the
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