• Jimmy Juares
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I am attempting to create a new Case from an Opportunity with the Account Name and Opportunity (custom field: Look Up Reference)prepopulated. I understand that there are several ways to accomplish this, but I can't find a solution, please help.
Hey,
How do you do this: I need to get information (three fields) from my Opportunity page to Case page (with those very same fields). Is it possible to some how take care of this kind of task?

For example when converting a Lead into Account and Opportunity, the fields are autofilled by the information from that Lead. Nice and easy! I would like to do something similar with Opportunity --> Case, and be able to choose which fields are needed.

Is this a piece of cake thing or what? Help needed!

:smileyindifferent:

Yours,
TigerPower


I would like to add a custom field from the Products object to the Opportunity Product object.  For example, for each product we specify a custom field call Product Family.  I would like to include that field in the product records listed in an Opportunity such that when I add/update an Opportunity Product item the correct Product Family value is displayed for the selected Product. 
 
So far, I've added a Product Family field to the Opportunity Product and I've setup a workflow rule to update the field on new/update of records.  To fill-in the value, I've tried to use ISPICK() and CASE() but I've reached a dead end.  Any help would be *much appreciated*.
 
Jeff