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sana240sana240 

Auto Populate Lookup value

Hi All,

I have custom lookup account on quote object. It has to autopopulate the standard account lookup field on quote or account value from opportunity.

Any suggestions?
 
Veena Sundara-HeraguVeena Sundara-Heragu
You can definitely do it using a trigger - on Quote insert/update check if Quote.AccountId is populated, copy to the custom lookup, else get it from parent opportunity. 

Not sure if you can do it with workflows