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Admin User 5098Admin User 5098 

Lookup field on contracts page - How to?

I need help with creating a field on the 'contracts' page that will lookup the 'type' of account on the accounts section; for example, need to know if a particular contract is for a vendor account or a supplier account.
Best Answer chosen by Admin User 5098
Rohit Sharma 66Rohit Sharma 66
Try following formula:
TEXT(Account.Type)  // Type will be for field name from Account

All Answers

Rohit Sharma 66Rohit Sharma 66
If I understand correctly, u need to show the Account record type in the pop up window that opens when u click on Account look up from the Contracts Edit page.
To do this just go to Customize--> Account --> Search Layouts --> Click on Lookup Dialogs and move the record type field from Left section to Right section.

Let me know if this works.
Admin User 5098Admin User 5098
Thanks for your response. I already had that setting setup as you described below. What I want is the “type” field on the contracts page pulling the “account type” from the account page. For example, if an Account is a “vendor” versus a “customer” I would like the contract page to show that the “type” of agreement is for a “vendor” or “customer” Any help is appreciated. Thanks much. Brian N. Davidson 443.286.2861 m
Rohit Sharma 66Rohit Sharma 66
Just create a Formula field on the Contracts Object and add the formula "Account.RecordType.Name".
U wont be able to see this field on Contract Edit Page, but when u save the record it will show the Account record type.
Just try and let me know if it works.
Admin User 5098Admin User 5098
I tried creating a new formula field within the contracts page and inserted “Account.Type.Name” but I’m getting a syntax error that “Field Type does not exist; check spelling.” The field that I want it to pull from on the ‘Accounts’ page is indeed titled “Type.” I must be doing something wrong….ideas? Brian N. Davidson 443.286.2861 m
Rohit Sharma 66Rohit Sharma 66
When u creating a Formula field, on Enter formula section, click Advance Fromula Tab, click on insert field, On the right hand section click on Account >, Click on the field u want to show the data from. See screen shot below:User-added image

In your case select "Type" field from Account, or which ever field u want to show data from.
Admin User 5098Admin User 5098
Thanks for your help, really! I’m getting the same error; see screen shot. Brian N. Davidson 443.286.2861 m
Rohit Sharma 66Rohit Sharma 66
Can u please attach the sceenshot
Admin User 5098Admin User 5098
Attached. Brian N. Davidson 443.286.2861 m
Rohit Sharma 66Rohit Sharma 66
Where is the screen shot sir. I am not able to see that. Click on Image link and attach the screen shot.
Admin User 5098Admin User 5098
I attched here again, and embedded below in the body of the email. The error message I’m getting is it states “Field Type is a picklist field. Picklist fields are only supported in certain functions.” Brian N. Davidson 443.286.2861 m
Rohit Sharma 66Rohit Sharma 66
Try following formula:
TEXT(Account.Type)  // Type will be for field name from Account
This was selected as the best answer
Admin User 5098Admin User 5098
You’re the man! Thanks………..that worked!! Thank you Brian N. Davidson 443.286.2861 m
Rohit Sharma 66Rohit Sharma 66
Great Brian, glad it worked for u.
Can u mark this as best aanswer.
Admin User 5098Admin User 5098
Happy to…….Where do I do that; didn’t see option to mark it.
Rohit Sharma 66Rohit Sharma 66
Select the answer that worked for you. Then
When u move ur mouse near the Like and Dislike flag u will see the oprion "Best Answer". Just click that option.
See Image below:

User-added image