Apex Code Development You need to sign in to do that
Don't have an account?
Gary Allen How to link opportunity to a custom object and thereby automatically update two custom fields on the opportunity.
The project criteria is to have two fields on the opportunity, electric utility and gas utility that are automatically
filled out without user input. Utilities are based on two critera, city and state.
First I created a custome object called Utility with the fields city, state, elecric utiliy and gas utility. I took the city
and state field and put them together to create "Utility_Service_Area__c" and did the same on the opportunity.
On the opportunity I created a lookup field linking the Opportunity utility service area to that on the Utility custom
object.
I then created two more fields on the opportunity (electric and gas utilities). These two fields are the reason for the whole project. The following is an example of the electric utility field (Utility_Service_Area__r.Electric_Utility__c). I felt that this should work but it doesn't.
Any help on solving this would be greatly appreciated!
filled out without user input. Utilities are based on two critera, city and state.
First I created a custome object called Utility with the fields city, state, elecric utiliy and gas utility. I took the city
and state field and put them together to create "Utility_Service_Area__c" and did the same on the opportunity.
On the opportunity I created a lookup field linking the Opportunity utility service area to that on the Utility custom
object.
I then created two more fields on the opportunity (electric and gas utilities). These two fields are the reason for the whole project. The following is an example of the electric utility field (Utility_Service_Area__r.Electric_Utility__c). I felt that this should work but it doesn't.
Any help on solving this would be greatly appreciated!
I just did a test and it worked.
I created the Utility object that has the following fields: City, State, Electric utility, Gas utility and an Utility Service Area formula field that concatenates the City & state
On the opportunity object I added the Utility Service Area as a lookup field to the Utility object.
After that I created two formula fields on the opportunity object and it worked.
Utility_Service_Area__r.Electric_Utility__c and Utility_Service_Area__r.Gas_Utility__c
If this helps you please mark the answer as correct.
Thank you
Good luck
(Utility_Service_Area__r.Electric_Utility__c)
Try to review what you did up to the formula.
Did you entered the formula manually or with Insert field?
and therefore I can't use this as a lookup. Am I missing something obvious?
and then created a lookup field to the custom utility object called utility service area. The problem must be in the
way I created this field.
I am used to working with traditional relational databases where I can see everything on a server. I am still trying
to get used to a lookup field as a traditional link. When I look at the two objects in the schema they appear to be
linked correctly therefore I must be missing something. Is there anything I should have put in the filter settings?
on the account object?
Whenever this happens logic tells me that there has to be a difference between our two processes.
1. After I have created the formula fields on both the opportunity and utility objects (concatenating city and state) what is the next
step in creating a lookup.
2. As I have said I am not used to the lookup as a link. How do I know what field I am linking to. If there was some criteria that told
me you are linking the service area field on the opportunity with the service area field on the utiliy I would understand.
Again, am I missing something?
Join, boy do I miss that word.
https://onegoodhandyman.co.uk/service/electrical/