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Varshitha V
Having 3 objects : Account,Opportunity and Course objects.I want Opportunity name to be Account_name.Course_name
Hii,
Am having 3 objects : Account,Opportunity and Course objects.I want Opportunity name to be populated as respective Account_name with Course_name.This should be done without using any code.
How to do this? help me to do this action.
Thanks in advance..
Am having 3 objects : Account,Opportunity and Course objects.I want Opportunity name to be populated as respective Account_name with Course_name.This should be done without using any code.
How to do this? help me to do this action.
Thanks in advance..
You can create a workflow to do this if there is lookup relation between Opportunity and Course object.
Create a workflow rule on Opportunity Where:
Rule Criteria :- Opportunity:Opportunity Name NOT EQUAL TO null
Evaluation Criteria :- created, and every time it's edited
In "Add Workflow Actions" select "New Field Update". In "Field to Update" give "Opportunity: Opportunity Name".
Select the checkbox of "Use a formula to set the new value" of "Specify New Field Value" section.
In 'Show Formula Editor' box give "Account.Name & '.' & Course__r.Name"
Save it and activate the workflow.