I have a field called "Parent Account" on a custom object - when the object is created it is supposed to pull from the Opportunity Record.
The "parent account" field is a lookup field, so if it wasn't on the opportunity to pull over, it can be saved separately. However, I have an issue where it is not saving.
I have two different page layouts - on layout A, I can save something in the field and it will retain the information. On layout B, I can fill out the field, but when I save, it disappears and will not retain the information.
Does anyone have any ideas as to why this might be?
Yes, I do have automation that if it is on the opportunity to pull it over. That works just fine, the issue is that if we end up needing to add a parent account or change the information, the object will not allow us to retain the change. That is what I cannot figure out.
This is not a formula field, so it allows editing to occur. On one page layout, it accepts it, but on the other, it does not. And as an Admin, even my changes are not retained.