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 — 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 — improving data consistency and reducing manual effort.
What I've tried / What I'm looking for:
- ✅ Is there a Workflow Step triggered at record creation (not save) where default values can be injected?
- ✅ Can a Plan File be used to define these default values at screen load?
- ✅ Any supported configuration or workaround to achieve pre-population on the Create event?
Screenshots attached for reference:
- Field layout on the record detail view
- Highlighted common fields across Customer Types




