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can't access account.name from opportunity
I have created a workflow on opportunity
enrty criteria: Opportunity.name not equal to null
evaluation criteria:every time its created and edited
worflow action:field update on opportunity name
value to be set is: Recordtype.name&" " &Account.name
Problem is after the workflow fires,the opportunity name is populated with only the recordtype.name and account name seems to be blank..
is it that we can't access the account.name through opportunity in a workflow formula field?
enrty criteria: Opportunity.name not equal to null
evaluation criteria:every time its created and edited
worflow action:field update on opportunity name
value to be set is: Recordtype.name&" " &Account.name
Problem is after the workflow fires,the opportunity name is populated with only the recordtype.name and account name seems to be blank..
is it that we can't access the account.name through opportunity in a workflow formula field?
i have got the solution...the thing is that it was person account so it was not getting populated directly
All Answers
I think that I'm really wrong, but have you tried to use Opportunity.Account.Name instead of Account.Name?
Hopefully that works.
Pablo.
i jus tried your suggestion but its not working out
I have reproduced your case. However I have use AccountId instead of Recordtype.name. Also the value to set which I have use was the following:
Thanks,
Pablo.
Rule Criteria (Filter) - Opportunity: Created Datenot equal to null
Immediate Actions Field Update: Set opportunity name to the following formula: - Account.Name &" "&$Recordtype.Name
Try with this, hope it helps...
http://help.salesforce.com/HTViewHelpDoc?id=workflow_examples.htm&language=en_US#SettingDefaultOpp (http://help.salesforce.com/HTViewHelpDoc?id=workflow_examples.htm&language=en_US#SettingDefaultOpp)
Thanks,
Pablo.
i have got the solution...the thing is that it was person account so it was not getting populated directly