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Hello Everyone,

 

Could you please suggest how to autopopulate two picklist field values from one object to another object while creating a new record. 

 

Consider - While creating a new account (two fields Field A and Field B) should autopopulate values from (Field C and Field D - both are picklist type from Opportunity) once respective oppty is choosen from lookup on Account creation page.

 

Please suggest Field A and B data types and logic. I have tried with Formula and its throwing an error.

 

Similar to getting area name  by using zipcode. 

 

Thanks in Advance.  
3 Antworten
  1. 15. Okt. 2019, 11:01
    Hi Viswa,

     

    You can create a process builder for this on account object and get value from the opportunity object and populate the picklist value.

     

    I hope this helps you. Also, mention any query you have.

     

    Thanks and Regards

     

    Piyush
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