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πŸ”§ MDM Master Record Creation – Setting Default Field Values on Open | Need Help / Workaround


Use Case: When clicking "Create" in MDM master record creation, I want certain fields to be pre-filled with default/placeholder values the moment the record detail view opens β€” before the user manually enters anything.

Scenario (CDI Example): In our setup, some fields are common across both Customer Types. The goal is to have these shared fields auto-populated with sensible defaults as soon as the creation screen loads β€” improving data consistency and reducing manual effort.
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What I've tried / What I'm looking for:

  • βœ… Is there a Workflow Step triggered at record creation (not save) where default values can be injected?
  • βœ… Can a Plan File be used to define these default values at screen load?
  • βœ… Any supported configuration or workaround to achieve pre-population on the Create event?

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Screenshots attached for reference:

  • Field layout on the record detail view
  • Highlighted common fields across Customer Types

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