I am trying to do a cross object formula but obviously wont work for a picklist value.
The picklist field I am trying to do is Surcharge_Option__C on Quote_for_SA object.
Can some one help?
답변 3개
Cross object formulas work for picklist fields.
If you want the value of the parent field on the child record use the TEXT function in your formula:
TEXT(theParent.thepicklist__c)
If you want to reference the parent value to make a decision, use the ISPICKVAL function
ISPICKVAL(theParent.thepicklist__c, 'A')
