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I have a formula field (text) on my Quote page that I am trying to populate with another text field (via lookup relationship) from my Opportunity page3: 

 

Custom Lookup field coming up blank on page layout

 

The field shows under Related Lists in the Opportunity page, but comes up blank on the Quote page. I verified field level settings show visible for all... what am i missing here? 

 

Thanks, in advance, for any feedback!
14 respostas
  1. 29 de out. de 2015, 19:53
    Janice, your formula seems to be right , but you need to make sure that opportunity record linked to quote record has value in the custom Events lookup field.

     

    Your formula is traversing from quote => opportunity => events name, which will work

     

    since quote is looking upto opportunity which is looking upto events.
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