I have been having an issue with this and if anyone could help me that would be great. Basically I am trying to pull the value from an existing field to a new custom field that has been created in a separate record. Does anyone have some insight on this?
2 respostas
Thanks for the quick reply!!
The records are related by Opportunity and Case, where the Case will only be linked to 1 Opportunity. I have reviewed the Cross-Object formulas; however, I can't seem to get the syntax to go through....
I am entering TEXT(Opportunity__r.Cases.Stage_name__c)
Where the Stage_name__c is the field I am trying to pull the information from. From what I can see the syntax is failing at the Cases part, any information on this is greatly appreciated!!
