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How to auto populate contact's title on contract page when contact name is chose from a lookup field?
Hello,
I created a contact name lookup field on the contract object page. I know would like to auto populate the contact's title, phone, email into the open custom fields I've created once the name is chose from the lookup field. Would this be a workflow rule? Thanks in advance :)
I created a contact name lookup field on the contract object page. I know would like to auto populate the contact's title, phone, email into the open custom fields I've created once the name is chose from the lookup field. Would this be a workflow rule? Thanks in advance :)
You can't make the fields "auto populate" on the page layout (before clicking save), without some crazy javascript hack. Otherwise, you're looking at either changing the custom fields to a formula field or using a process or trigger to populate it automatically when you save the contract.
Can I have it auto populate after I hit save?
Thank you :)
Gina
Second, What are the field type of the other fields?
Let's see what we can do once you provied this info!