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Topics#CollaborationQuestion de Michael Garner
Michael Garner a posé une question dans #Collaboration
4 mai 2017, 13:50

How can I pull picklist field from one object to another? TEXT() is not pulling anything.

I'm trying to pull the text selected in a picklist field from one object to the other.  I am using TEXT(Property_Lookup__r.Owned_Leased__c) and am getting no syntax errors, but the field is coming up blank even though the field is not blank in the other object.  We are using Salesforce as a RMIS system.  We have a Property object that has a picklist field that you can choose whether it is Owned or Leased.  I would like have this information show up on each claim that is associated with that property. 

 

 
21 réponses
  1. Steve Dodd (Seeking a new opportunity)
    4 mai 2017, 15:50
    OK - I tried to duplicate your use case (as closely as I could).

     

    Claim looks up to Location (Hierarchy Object) which looks up to Property

     

    My formula came out like this when I used the field picker:

    TEXT(Location__r.Property__r.Owned_Leased__c)

    I tested it by creating a Property record, then creating a Hierarchy record (and relating it to Property with the lookup field) then I created a Claim that was related to Location (Hierarchy) using the lookup field.

     

    I set a value on the Owned Leased field on the Property record and when I created the Claim record, my formula populated the value from the picklist field on Property upon save (below):

     

    OK - I tried to duplicate your use case (as closely as I could).

     

    User-added image

     

    Hope that helps...here is a screen-shot of my field picker:

     

    User-added image

     

     
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