Hi I am fairly new to salesforce so I apologize if this is an obvious question.

I am working on a Quote tool. There is both a Quote and Quote Request object. I need to have some of the info from the Quote Request show up as the default text in the quote, the quantity for example. I would do a formula but it doesn't show up when creating a new quote and its read only.

I have a master detail setup between the quote and quote request. I tried using the syntax from the formula field type, but it told me it was spelled wrong or didn't exist.

Thanks in advanced

Tyler

Hi I am fairly new to salesforce so I apologize if this is an obvious question.

I am working on a Quote tool. There is both a Quote and Quote Request object. I need to have some of the info from the Quote Request show up as the default text in the quote, the quantity for example. I would do a formula but it doesn't show up when creating a new quote and its read only.

I have a master detail setup between the quote and quote request. I tried using the syntax from the formula field type, but it told me it was spelled wrong or didn't exist.

Thanks in advanced

Tyler