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secondthought
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Update Custom Field in Opportunity with the same field in Account when it is updated within Account

Hi, I am probably missing something here, but after several tries using Formula, workflow and field updates in various combinations, I just can't seem to figure this one out. Please forgive me if this turns out to be a no-brainer...

I have created the same custom field "NDA Signed" for Account and Opportunity. What I am trying to accomplish is to be able to automatically update the field in Opportunity, when the field in the related Account is filled in or updated.

I was using a checkbox but that didn't go anywhere. I can see this field being a textbox with "Yes" or "No" to replace the checkbox, if necessary.

Any help would be greatly appreciated. Thank you! Lynn

secondthought
August 13, 2008
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7 replies

Please help me write a formula to deal with the pesky "%20" in the URL!

I am obviously new to this. Was proud that I managed to do this on my own so that the hyperlink automatically links to the report for the customer (stored on the intranet) based on the "Account Name".

http://internal.mycompany.com/internal/customer/WeeklyReports/Current/{!Account.Name}.doc

This of course works only for customers with a single-word name. Since the actual URL for "ABC Company" is

http://internal.mycompany.com/internal/customer/WeeklyReports/Current/ABC%20Company.doc

So the automatic link from SFDC

http://internal.mycompany.com/internal/customer/WeeklyReports/Current/ABC Company.doc

does not work.

Can't ask the team to change their naming convention to one word. As a work-around, I am thinking of creating a custom field to capture the file name, e.g. "OnewordNameCompany", "ABC%20Company", "Three%20Word%20Company", and have the URL formula point to the custom field.

Is it possible to write a formula for this custom field so that

1. it can tell automatically whether the Account name has more than one word, and if so,

2. insert "%20" in between the words?

Thanks much!

Lynn

secondthought
June 20, 2008
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11 replies

Is there a way to populate one field based on a pick-list value in another field?

I am not that good with programming or formulas so maybe whoever looks at this would be kind is this sounds impossible:

I have a field called currency. It is a picklist with the values: USD, EUR
If the value is USD then I want the value in a field called "Total Revenue" to be copied to a field called "Amount in USD"
If the value is EUR then I want the value in "Total Revenue" to be copied to a field called "Amount in EUR"

The Amount in USD and the Amount in EUR fields were created so that a report with two currencies can be shown-these two fields would be hidden on the page layout.

Is this possible to do? I have tried various formulas but none seem to fit the bill, so to speak,

All help is appreciated,
Jackie

Message Edited by JJVA on 08-19-2008 04:35 AM

JJVA
August 19, 2008
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10 replies