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fredka
Pulling in fields for child object?
Hi - I am pretty new to salesforce - so new that we are still manipulating our trial account to see if salesforce will work for us.
We have two custom objects that are related. "Oppty Product" is the parent and "Horizon Products" is the child.
I have a lookup for "Horizon Products" on the "Oppty Product" l layout. What I would like to do it pull in a bunch of the fields from "Horizon Products" object onto the "oppty product" object. These fields would need to have the ability to be changed by the user and would stay on the "Oppty Product" object.
Basically, we have a bunch of products but many of the products can be customized. Thats why I want to pull in the default values from the Horizon Product but yet give the user the ability to modify them.
Is this currently possible? If so, I would really appreciate some guidance - thanks!!!!!!
Fred
All Answers
But then you say: I have a lookup for "Horizon Products" on the "Oppty Product" layout.
These two statements are in direct opposition to each other, unless you meant to say that you have a lookup on Horizon Products to Oppty Products.
Regardless, you'll have a much easier time of it if Horizon Products is the parent and Oppty Product is the child, so more like your seconds statement where there's a lookup for "Horizon Products" on the "Oppty Product" layout. In that case, you can create fields on Oppty Product which duplicate the corresponding fields on Horizon Product. Then you can make a workflow rule which triggers when the Horizon Product is changed on the Oppty Product, and a corresponding field update which copies the contents of the relevant fields from the parent Horizon Product into the Oppty Product.
If Oppty Product were the parent and Horizon Product were the child, then there could conceivably be more than one Horizon Product per Oppty Product, and workflow wouldn't be able to copy fields in that direction.
Perfect. Thanks again for taking the time to help me - I appreciate it !!!
Fred
Just two more questions, if I can....
The value I am trying to pull in is a picklist... it will not let me use a picklist - wants me to use the ispickval function but not sure how to use that because I don't have two arguments for the function - I just want the value
Also, this does not update until after the record is changed. Is there any way to do this right after the lookup value is selected?
Thanks!!!
Hi- What I ended up doing is creating a visualforce page that lists the products from my "horizon products" object. When a user selects one of the products, it opens up a "quote products" record and populates the fields from the "horizon products" object.
Hope that helps.
However, if you need help with the formula, I can probably help you... just tell me exactly what you want to do... thanks!!