G'day

I have only 4 main products in the system and I want to create a work flow that auto populates the Opportunity Name.

I have created the picklist

Opportunity Type

Product A

Product B

Product C

Product D

Created workflow

Rule Name: Opp Type1

Rule Critera: Opportunity: Opportunity Type EQUALS Product A

Workflow Action

Field Update: Opportunity Name

Formula: This is where I'm stuck

I have tied

TEXT (Opportunity_Type_c)

TEXT (Product A)

"Product A"

Im so close or am I so far.

Any help will make my day.

Cheers

Ok, 

Almost cracked the nut but I have fallen short on the formula/work flow. 

Scope: 

Want to create a Quote PDF that shows an image of the main machine that is beign purchased. There are a total of 4 main machines. 

From my digging around I have come up with the following solution

In the Quotes

1. Create a pick list Machine Types with options A,B,C,D

2. Create a Custom field Text (Rich) called Image

3. Store all 4 product images in documents

4. Create a work flow (this is where I get stuck) When A,B,C or D are selected Change Field Images to the url of Image A,B,C,D

Effect: you select the machine type and the Image field auto changes the Image field with the image. When I create the PDF Quote I get a nice picture of the Machine selected. 

Am i barking mad or almost there? any help would be tops. 

G'day

I have only 4 main products in the system and I want to create a work flow that auto populates the Opportunity Name.

I have created the picklist

Opportunity Type

Product A

Product B

Product C

Product D

Created workflow

Rule Name: Opp Type1

Rule Critera: Opportunity: Opportunity Type EQUALS Product A

Workflow Action

Field Update: Opportunity Name

Formula: This is where I'm stuck

I have tied

TEXT (Opportunity_Type_c)

TEXT (Product A)

"Product A"

Im so close or am I so far.

Any help will make my day.

Cheers

Ok, 

Almost cracked the nut but I have fallen short on the formula/work flow. 

Scope: 

Want to create a Quote PDF that shows an image of the main machine that is beign purchased. There are a total of 4 main machines. 

From my digging around I have come up with the following solution

In the Quotes

1. Create a pick list Machine Types with options A,B,C,D

2. Create a Custom field Text (Rich) called Image

3. Store all 4 product images in documents

4. Create a work flow (this is where I get stuck) When A,B,C or D are selected Change Field Images to the url of Image A,B,C,D

Effect: you select the machine type and the Image field auto changes the Image field with the image. When I create the PDF Quote I get a nice picture of the Machine selected. 

Am i barking mad or almost there? any help would be tops.