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PrakkiPrakki 

How to fetch Opportunity Product custom field value into a field in Opportunity object

Hi All,

 

I want to create a formula field whose value should be a copy of an opportunity product custom field. I was trying to find out opportunity product object name in the formula editor, but i am not finding.

 

Can any one help me to solve this, quick response will be highly appreciated.

 

 

Thanks & Regards,

Prakash

Maf_007Maf_007


You CAN push up to parent fields from the child object and use a formula to only push what you want. Check out field updates under CREATE -> WORKFLOW & APPROVALS -> FIELD UPDATES
PrakkiPrakki

Hi Maf_007,

 

Thanks for the quick response.

 

I would like to know why i am not seing Opportunity Product object in the opportunity object formula editor.

 

And how to declare Opportunity Product custom fields in the formula.

 

Thanks,

Prakash 
Maf_007Maf_007

You won't be able to see that because one opportunity has many line items and it is impractical to display many child object fields. You can only see the parent record in formula field. However, you can achieve your goal via workflow field update which is more appropriate in your case.

 

Please mark as solution if this helped you.