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Topics#Data ManagementDave Swensen 的问题
Dave Swensen 提问于 #Data Management
2012年12月21日 22:06

How to add a field in the Account object to the page layout of the Case object

How can I add a field that is in the Account object to the Page layout of the Case Object. Please provide step by step instructions if responding. For example the  'Key Account' field..

 

thank you,

 

Dave Swensen 

 

Adapx
4 个回答
  1. David Pier
    2012年12月22日 00:08
    Hey Dave,

     

    You can accomplish this by creating a formula field on the Case that references the Account field.

     

    What field type is the field you want to bring over?

     

    David

     

    Duckyforce.com
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