I am trying to figure out how we can pre-populate fields on the sub opportunity layout from the parent opportunity. There are some fields on the parent opportunity that we want sub opportunity to inherit when we creat a new sub opp. Is there a way that this can be done?
1. Click the "New" button on the sub-opportunity, or any button that creat's a new sub-opportunity. get the URL
2. Create a Web-Link and expose it on the Opportunity Detail Page.
3. In the properties of the web-link add the URL you got in Step-1 above and pass the parameters from the Opportunity that you want to be carried over into this URL (sub-opty). This way when a Sub-Opportunity is created it will pass the values from the Opty to the Sub-Opty.
Note: If you choose to use this option, you will have to avoid using the button to perform this function to maintain consistency.
Hope this helps. Let me know if you need more detailed steps.