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David Wright 97 Autopopulate field (pre-save) with another field when Opportunity Stage is changed
Hi,
I am interested to know if it possible to autopopulate a picklist field, with the value of another picklist field, upon Opportunity ‘StageName’ being moved to a certain value.
This would need to be carried out pre-save of the record, i.e. as soon as the Stage is moved on screen.
Many thanks
David
I am interested to know if it possible to autopopulate a picklist field, with the value of another picklist field, upon Opportunity ‘StageName’ being moved to a certain value.
This would need to be carried out pre-save of the record, i.e. as soon as the Stage is moved on screen.
Many thanks
David
Yes, you can achieve this by using process builder and populate the picklist field.
https://trailhead.salesforce.com/en/modules/business_process_automation/units/process_builder
Thanks,
Have you tried defining a dependent picklist for this?
A similar question is discussed here
Vinay, the objective is to populate the field pre-save. Using the Process Builder will update post.
Anudeep, a dependent picklist would not work in this instance.
If it is not possible to autopopulate the mapping of the fields, pre-save, then I will look to use a vf page & class to meet the objective.
Regards
David