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Topics#Data ManagementPergunta de Leanna Cinquanta WIN.Global
Leanna Cinquanta WIN.Global (WIN (We Ignite Nations)) perguntou em #Data Management
4 de mar. de 2018, 22:55

Cause population of a text Account field to show up in Contact record as checkbox "true"

Hi here's an interesting challenge: In Accounts I have a field CEO_SrPastor_etc__c. This field is a text lookup for the CEO/Sr Pastor's name. Over in Contacts I want a checkbox field with the same title, that automatically gets checked when the field in Accounts is populated. This way when I'm viewing the Contact record for John Doe, in one glance I can see "oh this guy is the the head of XYZ company" without going to the Acct record. Is there a formula for such a field? Thank you!   
3 respostas
  1. Tracie Hart (Hart on Automation)
    6 de mar. de 2018, 19:32
    Cretea a formula on your Contact field:

     

    NOT(ISBLANK(Account.Sr_Pastor__c))

     

    Make sure your formula field type is a checkbox and replace the field I made with your field name.
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