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Opportunity and Appointment have XBO extend field, how to transfer value when create?

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Hi experts,

 

I created the xbo object in the following workcenter:

.Appointment

.Task

.Lead

.Opportunity

 

Extending the data type field.

 

When I Activities tab in opportunities create the Appointment.

The system will automatically transfer some of the default values from opportunities.

For example, the Subject(Name), Account, Primary contract

2016-9-8 上午 10-28-38.png

 

I would like to extend the field of transfer default value from Lead or Opportunity.

 

1. How do I determine is create under Lead or Opportunity work center, Activities tab create Appointment or Task job?

2. How can I get default?

 

Can provide me any ideas or information?

Thank you very much.

 

 

Best regards,

Daniel


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