I have created a custom object under Opportunity that is called "Brief".
In Brief, I have created the field "Account name" - This field needs to be autopopulated with the account name that opportunity belongs to.
Also I created a custome picklist field in opportunity that is called "existing/new" that has these 2 picklist values. I created the same field in "Brief" and I want it to automatically populate.
I tried to follow the URL instructions but I just didn't get it:( If you can explain the URL to my needs I will be able to do it.
Please help
Thank you so much
Tali
4 件の回答
Hey Tali,
Assuming you created a lookup field on Brief to Opportunity, you can accomplish this with formula fields.
On Brief, if you make a new formula field with a type of text, you can enter Opportunity__r.Account.Name as the Formula to get the Account Name.
You can do the same with the picklist. The formula would look something like TEXT(Opportunity__r.Custom_Field_Name__c)
Hope that helps.
Best,
David
Duckyforce.com
