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SueHall
Formula Field - Auto-pop a value from std object to custom object
I have two fields - one in a standard object and one in a custom object.
When the value for the field in the standard object is populated I would like the corresponding field in the custom object to be updated with the same value. Is there a way to do this?
When the value for the field in the standard object is populated I would like the corresponding field in the custom object to be updated with the same value. Is there a way to do this?
I have the same issue only it is a Related object, not Master Detail. Any suggestions?
Oh, no, that's not going to work. Activity to Lead is not a normal lookup -- it's polymorphic. That lookup can point to a lead, contact or person account, so you can't use formula fields across that.
Your only option then would be to write an insert/update Apex trigger on Activity to copy that field over if the Activity is pointing at a lead.
Hello,
I have Account Name and Account ID Fields in 2 objects (Accounts and Contacts). The Account Name in the Contacts object is a lookup field. Is there a formula I need to make the Account ID auto populate when the Account Name is chosen?
Thanks