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Glenn Soden 9
How to use another objects entries as a picklist
Trying to use entries from one objec to another but stuck. I have one object "Project" and another object "Equipment". Equipment is a container for various items, details, type model# etc. Like a catalog. On the project I would like to use these entries as a "picklist" on object and pull some of the fields over from the peice of equipment that has been selected. What would be the best way to acheive this? Would process builder work or other? Not a coder so trying to find solution without code. But if requires code may have to go that route somehow. Thanks in advance
All Answers
Picklist can be defined globally and used across multiple fields, but not from another object.
Please create a Lookup Relatioship type field in "Project" object and refer Equipment object in it.
Object 1: Project__c (Id, Name, Start_Date__c, End_Date__c, Equipement__c)
Object 2 : Equipment__c (Id, Name, Type__c)
You can use Equipment__r.Id, Equipment__r.Name, Equipment__r.Type__c to fetch Equipment details in Project__c.
Hope this helps.