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How to write a code that references and automatically populates a field in a different object.

 

I have a field in my opportunity called Amount, see below:

 

How to write a code that references and automatically populates a field in a different objectI then have an object called Payment Schedule which is an object within opportunities and sits at the bottom of the page, see below:

 

User-added imageWhen I open this object there is a field in there called amount (see below) How do I get this field to automatically populate based on what is in the original field "amount" opportunity.

 

User-added image

 

What formula should I use?

 

 

Many thanks,

 

Ramsya 
11 respuestas
  1. 13 oct 2016, 09:02
    Ok, I got where we are going wrong. Your payment schedule is a custom object. So, Opportunity lookup might have a different API name when looking up from payment schedule.

     

    When you are on the formula editor, click on "Insert field" 

     

    Ok, I got where we are going wrong. Your payment schedule is a custom object. So, Opportunity lookup might have a different API name when looking up from payment schedule.

     

    Then select Payment Schedule > Opportunity > Amount.

     

    Finally click on the insert button. This will give you the right API name for opportunity.

     

    In your case "Opportunity" lookup might have a different name. So select it appropriately. In the screenshot above "GHT" is equivalent to your payment schedule.

     

    Hope that helps !
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