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jobiggjobigg 

Displaying field in a different page layout

Please help, I think I'm being a complete numbtey!

 

Basically I want to display a custom field called x in the Contract Page Layout. I'm sure I have missed something I guess it's easy but the answer eludes me!

 

Thanks' for you help in advance

 

Jo

Best Answer chosen by Admin (Salesforce Developers) 
jobiggjobigg

I found it, didn't see the Advanced Formula tab.

 

Thanks 

All Answers

SFDCDev7SFDCDev7

Hi,

 

Goto Setup --> Customize  --> Contracts --> Page Layout 

 

It lists all the page layouts.

 

Click edit on the page layout which you want to add a field.

 

Now click on fields and drag and drop the field which you want to display.

 

Hope it helps.

 

Thanks,

-AJ

jobiggjobigg

HI AJ,

 

sorry maybe I wasn't that clear.

 

I want to add the custom filed I created called 'Product' in Accounts into the Page layout of Contracts.

 

I think this makes sense.

 

thanks for your help

 

Jo
werewolfwerewolf
You'll have to create a formula field on Contract that contains Account__r.Product__c (or whatever your field is really called -- use the Insert Field button to get the formula field builder and build it that way).  Add that formula field to your Contract page layout.
jobiggjobigg

Hey werewolf,

 

I did say I was being a complete numbtey! Well, I have tried to do this so many times I just can't see where I'm going wrong!

I go into Contracts, Fields, New, and create a text field but when I look at the Select field type I cannot see account. can see $org, $user etc

 

Insert field button doesn't give me the field name either

 

I try and put Account__r.Product__c  but it doesn't like the syntax!

 

What am I doing soo wrong!

jo

Message Edited by jobigg on 08-12-2009 10:24 AM
werewolfwerewolf

If you're creating a Formula field and you press the Insert Field button, you should see a window like this where you can access Account > fields...

 
jobiggjobigg
OK so i guess i'm in completely the wrong place, how do I get to that screen?
jobiggjobigg

I found it, didn't see the Advanced Formula tab.

 

Thanks 

This was selected as the best answer