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WorkingOnIt Is it possible to copy an Opportunity field value to a Task stored under an Opportunity?
I can use field updates via lookups for a variety of related or custom objects and copy field data from one object to another.
It looks like under the Task/Activities custom field choices etc. I have less options to work with.
Is there a way to copy an Opportunity field value like Opportunity Type to a Task record that has been assigned the Opportunity as its related object?
Thanks for any help!
To copy the value -- not without an Apex trigger, and I am not sure about that. However if you just want to show Opportunity Type on Tasks related to that Opportunity:
1. Create an HTML s-control named Opportunity Type,which contains only the merge field for Opportunity Type
2. Put the s-control on your Task page layout. Edit the element properties on the layout and change the height to 18 or 20 and choose to show labels.
When a Task is related to an Opportunity you will see the Opportunity Type shown on the Task detail page (it will not appear on the Task edit page).
Hope this helps :-D
~Chris Dening