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Topics#Data ManagementDomanda di Dave Swensen
Dave Swensen ha fatto una domanda in #Data Management
21 dic 2012, 22:06

How to add a field in the Account object to the page layout of the Case object

How can I add a field that is in the Account object to the Page layout of the Case Object. Please provide step by step instructions if responding. For example the  'Key Account' field..

 

thank you,

 

Dave Swensen 

 

Adapx
4 risposte
  1. David Pier
    22 dic 2012, 00:08
    Hey Dave,

     

    You can accomplish this by creating a formula field on the Case that references the Account field.

     

    What field type is the field you want to bring over?

     

    David

     

    Duckyforce.com
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