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carmantcarmant 

Pull CurrencyIsoCode field from Custom Object to Case (related via a lookup)

Hi,

 

We have a custom object (Supplier) that can be related to Case via a lookup.

 

Would like to set the Case currency the same as the Supplier, when a Supplier is chosen.

 

Doesnt seem to be possible via Workflow / Formula?

 

Just wanted to check if anyone else had come up against this and managed to do it declaritively? Otherwise I think it should be fairly simple via a Trigger.

 

Cheers,

Tom

REKREK

Hi

 

If you have lookup or Master - Detail Relation ship from Case to any object(Supplier)

 

then you create a Formula field to get the Currency of Case.

 

like as : Case__r.CurrencyIsoCode

 

 

Regards

Rekha.N