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sreekanth reddy Opportunities record type filter on Account page
Hi All,
I need a field update on account page based on opportunity record types. As we have multiple record types for opportunities lets say for example A and B. Whenever an Account has A record type opportunity and aslo B record type opportunity, i need a filed update on the account page to know this. I am using below formula field but its not working
IF( Test1__r.RecordType.Id = "12345678932565", true,false)
Please help
Thanks
Srikanth
I need a field update on account page based on opportunity record types. As we have multiple record types for opportunities lets say for example A and B. Whenever an Account has A record type opportunity and aslo B record type opportunity, i need a filed update on the account page to know this. I am using below formula field but its not working
IF( Test1__r.RecordType.Id = "12345678932565", true,false)
Please help
Thanks
Srikanth
Can you please explain in detail. Are you trying to update the account through opp?
Correct me if I am wrong.
If you have opp with eigther rectype-A or B then you want to update a field in Account?
Regards
Prad