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JodieB Pre-populating and linking fields
Hi Everyone,
I just spoke to premium support about this but they said they couldn't help and suggested I ask here.
In the cases section the email address and phone number are automatically populated from the contact details. Does anyone know how I can get other fields to populate in this way. For example on the Assets section how do I get the "Account name" on the contact page to feed through automatically along with the contact email address and phone number?
Thanks
Jodie
You can do this with cross-object formula fields. There is already a relationship between Assets and Contacts, so go to Setup | Customize | Assets and create a new field of type Formula. If you want the Account Name to show up automatically after selecting a Contact, your formula would be:
Contact.Account.Name
You can create two more formula fields for Contact Email and Phone.
Hope that helps,
Sati
All Answers
You can do this with cross-object formula fields. There is already a relationship between Assets and Contacts, so go to Setup | Customize | Assets and create a new field of type Formula. If you want the Account Name to show up automatically after selecting a Contact, your formula would be:
Contact.Account.Name
You can create two more formula fields for Contact Email and Phone.
Hope that helps,
Sati
Thank you so much for your help Sati - Thats working great.
Just one more question - is it possible to do this when the original field is a pick list? We have a pick list of countries and I would like the value set in the account picklist to feed through to the contacts section.
Thanks
Jodie
Yes - you have to use the CASE function to compare the value and then display. Check out this example.
Hope that helps,
Sati