There are 3 more fields in this section: email, phone, and fax. As of right now, we select the Contact from the Lookup Field, and then have to manually enter the rest of the data.
Is there a way to auto-populate those fields after selecting a contact instead of having to enter it manually?
3 Antworten
Hi Victoria, Yes you can create a workflow and three fields update under that workflow rule to update above fields.
- Go to Setup | Create | Workflows & Approvals | Workflow Rules.
- Click New Rule.
- Object: Quote and Next.
- Rule Name : Give any Name.
- Evaluation Criteria: created, and every time is edited.
- Rule Criteria:
NOT(ISBLANK(Contact__c)) // Please use correct api name for your contact field
- Click Save and Next.
- Click 'Add Workflow Field Update' action and select email field and in formula editor type, click Done
Contact__r.Email
- Click again on 'Add Workflow Field Update' action and select Phone field and in formula editor type, Click Done
Contact__r.Phone
- Click again on 'Add Workflow Field Update' action and select Fax field and in formula editor type, Click Done
Contact__r.Fax
- Click Done and finally Activate it.
