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Jon S
formula to auto populate lookup based off picklist
I've been asked to update an Opportunity lookup field (looks up Custom Object "Threshold") based on 3 Opportunity picklist values (they are also dependant picklists) with a Threshold record id that matches those 3 picklist values.
Opportunity picklist fields:
a1. Market
b1. Vertical
c1. Segment
Threshold fields:
a2. Market (Custom Field)
b2. Record Type
c2. Segment (Standard Name Field)
Conceptual plan:
When a1,b1,c1 are selected, update lookup to Threshold with Threshold record that matches a2,b2,c2 to a1,b1,c1
I am thinking on using process builder to set the criteria which covers {a1,b1,c1 are selected} I am stuck finding a way to create a formula that pulls the record based on matching the Opportunity picklist values.
Thanks in advance!
Opportunity picklist fields:
a1. Market
b1. Vertical
c1. Segment
Threshold fields:
a2. Market (Custom Field)
b2. Record Type
c2. Segment (Standard Name Field)
Conceptual plan:
When a1,b1,c1 are selected, update lookup to Threshold with Threshold record that matches a2,b2,c2 to a1,b1,c1
I am thinking on using process builder to set the criteria which covers {a1,b1,c1 are selected} I am stuck finding a way to create a formula that pulls the record based on matching the Opportunity picklist values.
Thanks in advance!
You won't be able to do that with process builder alone. You will need a combination of process builder and flows to achieve this. The logic to populate the lookup based on picklist selection will be a part of your flow and not the process builder.
I do not want to use flows since I do not want the users to input more information. I was thinking about setting up the criteria through process builder and then the cirteria is met then use apex to perform a function like update the lookup with the matching record.