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Copy field from Account to Opportunity (is a picklist)
I am not sure how to write this formula field (I am very new to this). I have a field on the Acccount that is called National_Account_Status__c, this is a picklist with the following options: None, Targeted, Current. I need to just make an easy formula field to copy this field and the value over to the Opportunity. What I did was create a field forumal named it and put int the formula Account.National_Account_Status__c, seems easy. However I get the error that it is a picklist and I need to us ispickval. I have used this in a formula field before but it was to calculate something. I am not sure how to use it here.
Again all I need is to copy this field over to the Opp. One question though, if I create a new field with this formula field, will this work on Opporutnities that are already created or just new Opps?
Thank you very much!
All Answers
Hi,
Please follow the steps below:
1. create a text field in Oppty where u want to store the picklist value from Account.
2. Create a workflow rule on opportunity where rule criteria is formula evaluaes to true and put value as TRUE .
3. Click Save and next.
4. Add a work flow action as Field update and give some name, select the object as opportunity and field the one which u created where the value should be copied.
5. under specify new field value select use formula option.
6. Put the formula as VALUE(Account.National_Account_Status__c).
Save it and actvate the work flow rule once done.
Check by creating the a new record.
please accept this is answer incase if this works and please give kudos
The problem with all these solutions is that I keep getting this error (this one is on the workflow).
Field National_Account_Status__c is a picklist field. Picklist fields are only supported in certain functions.
Hi Mikki,
update the below formula in the work flow rule i told u before
Instead of VALUE(Account.National........)
now put it as TEXT(Account.National_Account_Status__c)
This should work now.
That does work.. Thank you, however, I do have one problem, when the Opp is edited and the National Account Status changes it does not get updated on the Opp.
Hi Mikki,
Select the second rule criteria i.e Whenever a record is created or updated. and this will work fine.
Also please accept this as answer is this helped you and if possible kudos :)
Awesome worked with the TEXT field.
Its been years, can you please help me out with same senerio as when I try to create an formula feild on Oppurtunity, cant find account feilds to Insert.
Thanks!