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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

CheyneCheyne

You cannot access a fields from a child record through a formula field. There could potentially be multiple opportunity products, so the formula field would have no way of knowing which one to reference.

 

It is possible to create a workflow rule on the Opportunity Produt to do a field update to the Opportunity. You should be careful, though, because if your rule blindly updates the Opportunity fields when Opportunity Products are created, then adding a second Opportunity Product could overwrite the Opportunity fields that were populated with the first one.