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Topics#Data ManagementChristi Kane의 질문
Christi Kane (New Penn Motor Express) 님이 #Data Management에 질문했습니다
2019년 7월 1일 오후 2:17

Cross-Object lookup formula question

I want to take a field from a custom object (Location is the object) Shipper_Code__c is the field, and create a formula to populate the same information on the Account object.

 

The Shipper Code field is a TEXT field.

 

I tried Location.Shipper_Code__c as the formula - and tried Location__c.Shipper_Code__c as the formula.

 

How can I write it correctly? Does it actually have to be a number? The Shipper Code field contains a number, but was written as a text field. TIA
답변 8개
  1. Adam Johnson (DoubleTrack)
    2019년 7월 1일 오후 2:31
    You can't populate a formula Up a level, as an Account could have multiple locations.  You'll need to use Process Builder or a roll up field
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