I have a custom field on my Account "Partner Account" and a custom field on my Opportunity "Primary Partner Account", both are Look-up fields.
If "Partner Account" is filled out, I would like to have the "Primary Partner Account" field on my Opportunity Auto-fill with the "Partner Account" name. If the "Partner Account" field is blank, then users should be able to manually add the "Primary Partner Account" on the Opportunity if needed.
I was able to figure out how to have the Opportunity update with the "Partner Account" info IF the field has data. However, I get an error when trying to create an opportunity if the "Partner Account" field is blank.
Thank you,
Boshra
9 respuestas
try a quick action, with the picker you can select the pripary id from account, then the action to enable the user to select something else.
