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GoJoy How to Pre-populate Text field based on a Contact Lookup field on the Opportunity Page?
Hi,
I need your help.
On Opportunity page, there is a "Contact" lookup field.
Based on Contact person, we want a Text "A" field to be populated.
Text "A" field is displayed as a Text field on the opportunity and "PickList" on the Contact Page.
Since there is a relationship between Contact and Opportunity record on "A" field, I would like to have this field duplicated.
How do you do this?
I need your help.
On Opportunity page, there is a "Contact" lookup field.
Based on Contact person, we want a Text "A" field to be populated.
Text "A" field is displayed as a Text field on the opportunity and "PickList" on the Contact Page.
Since there is a relationship between Contact and Opportunity record on "A" field, I would like to have this field duplicated.
How do you do this?
Take field on the Opp as formula text field, and use this formula
IF( ISBLANK( Contact__c), " ", TEXT(Contact__r.fieldname) )
All Answers
Take field on the Opp as formula text field, and use this formula
IF( ISBLANK( Contact__c), " ", TEXT(Contact__r.fieldname) )
Thank you so much for your response!
I get an Syntax error, "Formula result in data type (Text), incompatible with expected data type (true or false)
Is it because "A" field I'm trying to auto populate is a Picklist field on the contact record?
I am new to writing advance updates like this so I appreciate your help.
1) Created a Workflow on Opportunity Object
2) Evaluation Criteria - created, and every time it's edited
3) Rule Criteria Is
IF( ISBLANK( Initial_Contact_Name__c),"", TEXT( Initial_Contact_Name__r.A))
Syntax Error message: Error: Formula result is data type (Text), incompatible with expected data type (true or false).
What I want my outcome would be:
- When Initial Contact Name is edited (Lookup) on the Opportunity record to Contact.
- "A" field to be auto updated upon record is saved.
This "A" field is a Text box on the Opportunity Page also, this same field is a Contact record which is a Picklist field.
Thank you so much for your guidence,
Soo
I would like to create a formula field but "A" gets auto populated from the Lead Conversion. If I change it to a formula field then I would need to create a new field.
I don't think I'm doing this correctly because it's not being updated.
Would you mind writing it for me?
Hey,1) first delete the exsisting field on opportunity which displays picklist value.
2) Create a formula field with datatype Text and paste this formula IF( ISBLANK( Initial_Contact_Name__c),"", TEXT( Initial_Contact_Name__r.A))
My next question is then how do I migrate old data into the new field?
It should be something like when a record is edited right? I have to create an edit field and deactivate all validation rules?
Most Welcome,
if everything works perfect mark my answer as the best answer please.
Thank you
thank you again