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Dear SF experts,

 

Can you please confirm if I can actually use a formula field which depends on another lookup field? In my screenshot below, how do I create a formula field that will look for the Parent Agreement Date which is the agreement start date field in the parent record. Currently, this field is manually supplied, but I just wanted to know if I can change this to formula for faster processing. If this is possible, I plan to use Parent Agreement Number instead of Name since name can be duplicated in the system. Can you please advise me?

 

Formula field based on lookup field
8 answers
  1. Sep 25, 2019, 12:13 AM
    @Anel, you are a savior. Now, I see more fields. I think I found. Testing now. 
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