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roysmith601.3493067652527424E1 need Help:question about lookupfield on custom object and custom field?
Hi,
I have question about workflow.I create a custom object ="Product" on opportunity object .I create three (3) fields on custom object = Product and the filed description is below:
Field # 1:Application Received By(which is lookup(user)field)
field #2 : Closing Stage (pick list field; option is recieved)
field # 3: Closing Stage Owner ((which is lookup(user)field)
I have the requirment that :
If Application Received By not null
then
condition # 1 : set Closing Stage = recieved
and
condition # 2 : set Closing Stage Owner = Application Received By
Example: If Application Received By = steve then according to workflow it should update the Closing Stage = recieved and Closing Stage Owner =steve
I create workflow for this and i am able to satisfy the condition # 1 but I am not to create work field update for condition # 2.
I am new to salesforce and could anyone of you help.
thanks
Hi
Lookup fields are read only .Even i tried with workflow but i didn't get the result.Instead of that ,i created a formula dield for Closing Stage Owner with return type as text and the formula is
(ApplicationReceivedBy__r.FirstName ) + ( ApplicationReceivedBy__r.LastName)
it is giving the result as you desired.
this is similar to my requirement i am also facing same problem...
but this answer so helpful to me
Works like a charm! Thank you for your help! :)
I try to create formula field with test :
(Application_Received_By__c.FirstName ) + ( Application_Received_By__c.LastName)
but i am getting error as follow:
Error: Field Application_Received_By__c does not exist. Check spelling.
please help me
choose the field names from the insert field drop down list while you are creating formula.Those names are according to my system.