Hi Guys, please I need your help
I have two fields on the transaction line item object 1) Vendor 2) iContracts Credit Card Vendor (Both fields are lookup fields. at any one time there will be a value in either one or the other field. Instead of seeing the information in two different fields when running a report, we wan to see the it in one field. I was thinking to create a formula field to pull in the value where a value exist in one of the fields.
Can someone please help to direct me on the best possible approach for this? If a formula will do - can you please help with the formula structure?
Thanks
Temi
#Formula Field #Formula #Process Builder #Workflow #Workflow Rules #Automation
I think it is better for you to try and share where you get stuck - this is a great learning experience.
My answer and link I shared should help plenty to get started.