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StephenCrane
Auto-populate Standard Name Field With Picklist
Hey there,
We have the standard field "Name" for an object, and then a custom picklist Type field. We want to auto-populate the standard name with whatever the user picksf or the picklist, and then be able to change it if needed.
I can't create a new custom formula field because the Name is standard and cannot be removed, and it wouldn't be editable, any other thoughts?
We have the standard field "Name" for an object, and then a custom picklist Type field. We want to auto-populate the standard name with whatever the user picksf or the picklist, and then be able to change it if needed.
I can't create a new custom formula field because the Name is standard and cannot be removed, and it wouldn't be editable, any other thoughts?
Is the custom picklist Type field of the object? If that's the case, you can use a Process Builder with a formula field update:
Name = TEXT(Type)
Let me know if you need help on building the Process.
All Answers
Is the custom picklist Type field of the object? If that's the case, you can use a Process Builder with a formula field update:
Name = TEXT(Type)
Let me know if you need help on building the Process.