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Topics#Data ManagementFrage von A Admin
A Admin fragte in #Data Management
11. Sept. 2013, 19:22

Picklist formula cross object help - PList OPP field Region__c (East - South - Midwest - West), need to populate in custom object Project field Region__c

7 Antworten
  1. Deepak K Anand (‎‎‎‎‎‎Zoom Communications, Inc.)
    11. Sept. 2013, 19:35
    Hey,

     

    You will have two options to go about:

     

    (i) Convert the Region__c field on the Project to a Formula Field of type - Text and then use a formula like:

     

        Opportunity__r.Region__c

     

    Note: Make sure you are on the Advanced Formula tab and use the 'Insert Field' button to grab the API Names of the fields.

     

    Pros: For all those who are on a PE and do not have Workflow Rules.

     

    Cons: The Region field on the Project cannot be edited.

     

    (ii) Create a Workflow Rule + Field Update.

     

    Pros: Region__c on the Project becomes an Editable field.

     

    Cons: You need Workflow Rules which comes as a default feature only from Enterprise edition and above.

     

    Best,

     

    Deepak
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