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CGriffeth How do I create a text Formula record related to a Picklist field?
I created a custom object that we want to include the value of a field in the related Contact record at the time of the original creation of the custom object record. The field tells us what the customer's status is in our system (service level, paid client, prospect, etc.). I do not want the field to be able to change if the record is edited in the future in case that field has changed since the object was created. A little help?
You need a custom field (read only perhaps?) + a workflow rule to set it when the record is created.
With that you copy the field value but after that users won't be able to change it.
If this answer solves your problem, please mark as "Best Solution".
May the force.com be with you ;)