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Umair Mohammad 10 :( Need help: Once a field is entered, another field needs to be updated automatically
Hey good people,
I am adding 3 images to better illustrate my ASK.
ASK: As a phone consultant, after I enter the store number on the case page layout, I want another field to appear on the same page layout with the corresponding zone number of the store on a new field called Zone.
Basically in short, as a phone consultant adds the store number (lookup field to account) in the field (see attached image), another field (called Zone) should appear with the correct zone number.
What is the easiest solution(s) to fulfill this ASK?
Any guidance/help will grealty be appreciated.
Umair
No you will see after saving the record only.
If the solution provided above helped you can mark it as best answer so it helps others.
Thanks,
All Answers
You can Try formula field for the above requirement. You can create formula field of return type text and add the below formule.
Let me know if you face any issues.
If this solution helps, Please mark it as best answer.
Thanks,
Thx:)
Sure let me know if you need any help after testing it.
Thanks
So I followed your instruction and I am unable to view the field on the case page layout. I have attached images to show the back-end:
I will add one more image in the next post since I reached the limit :P
As you implemented in sandbox can we connect on gmeet and check it.
Thanks,
Okay, so after saving the record, I see the zone number. Below is the image:
I see it after I save, I thought it was a dynamic field.
No you will see after saving the record only.
If the solution provided above helped you can mark it as best answer so it helps others.
Thanks,