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waylonatcim
auto populate account lookup field
I have a custom object notes, which has 3 lookup fields (Projects, Contacts, Accounts). I am trying to use a formula to auto-populate the Account lookup field based on the information in the Contact field, but I have been unsuccessful so far. My formula for the account field is pretty simple:
Company (text) =
Contact__r.Account.Name
But this is not working. Is there any way to accomplish what I'm trying to do? I am limited to whatever is in professional edition but I am not opposed to doing any type of code writing.
Thanks!
Ok, so I now realize that my post doesn't really make much sense. I was putting the formula on a text field that I didn't have in the layout (called company) and I was thinking that I had it on the Account lookup field, which of course isn't possible. That's what I get for leaving this problem alone for a couple months, then re-visiting it.
So I guess my basic question remains the same, which is that I want a lookup field to be automatically populated based on the value of another, but I'm not sure that this is possible with formulas.
Hi "Waylonatcim",
Did you ever get resolution on this issue? I'm trying to figure out how to do the same thing, so any insight would be helpful.
Thanks,
Jennifer