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Datajunkie
Duplicating Owner Name (not ownerID) on a page
I need to be able to repeat the name of the Opportunity Owner in a second section of the page, but so far, the only field I can merge with is OwnerID - and a string of random letters and numbers isn't exactly what I'm looking for.
The idea is that we have "shared sales" where two or three people share credit for a particular sale. We need to store their names and the percentages of credit for each one. I've added fields for the extra two reps (lookups to Users), and for their percentages (defaulting to 0%). But to make things crystal clear, I want the owner's name to appear in the section too - defaulted to 100%, but with a validation rule that makes sure the sum of all 3 percent fields = 100%. Obviously, I don't want them changing the duplicate Owner field. I'm hoping I can make it read-only. But I do want it to show up to make it absolutely clear who has what percentage credit.
Is there a way to merge my duplicate field with the Owner's name instead of the ID? It's obviously a two-step link - it starts with the OwnerID on the current object, but then has to link to the Users Object to grab the associated Name. Fancy formula work, maybe?
As of the Spring '08 release, there's not a way to auto populate a lookup field using a formula.
As a workaround, you could have the user manually select their name in your "Sales Rep 1" field and then use a validation rule to check for a mismatch in the Opportunity Owner ID and the ID of the user entered in your "Sale Rep 1" user lookup field. The formula would look something like this:
OwnerId <> Sales_Rep_1__r.Id
This technique also works to show data from a parent record (e.g. if you wanted to show the Account Address on the Opportunity page you could use this method).