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Cross-Object Formulas for Pick-List Fields

We are trying to build some fields on one object to pull information from another object. We were able to do this on date and text fields using the cross-object formula outlined in the SFDC help. However, there is not a formula type for a pick-list, so how do we create a cross-object formula that will pull a pick-list value from another object? We logged a case with SFDC and received a response that this is possible, but as we have standard support, they couldn't tell us how to do it - very frustrating.  We tried the ISPICKLIST based off another post, but couldn't get that to work with the cross-object formula; maybe we're just missing a set of parentheses - has anyone built this type of formula successfully?

Thank you in advance for your assistance!

At the current time, this isn't an easy thing to do. You will need to create a formula field (Text) that has a Case statement to figure out what picklist value to display. For example:


CASE(MyOtherObject.MyField__c, "Value1","Value1", "Value2","Value2", "Value3","Value3", "")


You will need to keep this formula in-sync with your picklist values manually (for now). I believe in a future release they will allow the use of the TEXT() function for formulas -- right now it only works with picklists in validation rules.

There was a recent post/ Wiki that has some additional reference for formula creation, although doesn't cover this use case. Link



Confirming Mark's comment: " a future release they will allow the use of the TEXT() function for formulas".


This functionality is coming in the Summer '09 release, so your formula can be much simplier can be:




Thank you very much for this information!