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Sourav PSourav P 

How to change the look up to Contract Name from the Contract Number in Quote object

Hi
We have the requirement that, rather than the below Contract Number, it should be the Contract Name, which is equivalent to Opp name above, Is that possible to do that ? or Can that contract auto number be changed to same as Opp number. As Contract is a standard field i couldnot found a way to do this. plz suggest. Thnx
 
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Best Answer chosen by Sourav P
Vivian Charlie 1208Vivian Charlie 1208

Hi Sourav,

 

You cannot change the lookup value that will be displayed. A workaround for this would be to create a formula field for the Contract Name on Quote object. This formula must be of type text. You can use the HYPERLINK function in the formula to display the value as a clickable link.

Eg. HYPERLINK("/"+AccountId, Account.AccountNumber)

AccountId is the parent record id where the link will redirect

Account.AccountNumber is the parent field value that must be displayed as clickable

 

Thanks

Vivian

All Answers

Vivian Charlie 1208Vivian Charlie 1208

Hi Sourav,

 

You cannot change the lookup value that will be displayed. A workaround for this would be to create a formula field for the Contract Name on Quote object. This formula must be of type text. You can use the HYPERLINK function in the formula to display the value as a clickable link.

Eg. HYPERLINK("/"+AccountId, Account.AccountNumber)

AccountId is the parent record id where the link will redirect

Account.AccountNumber is the parent field value that must be displayed as clickable

 

Thanks

Vivian

This was selected as the best answer
Sourav PSourav P
Thanks Vivian. The workaround will work for me.
Sourav PSourav P
Hi Vivian, Just have a small need on this. Its opening in a different window. Can it be possible to open in teh same window ?
Vivian Charlie 1208Vivian Charlie 1208

Hi Sourav,

 

Update the code as follows

HYPERLINK("/"+AccountId, Account.AccountNumber, "_parent")

 

Thanks

Vivian

Sourav PSourav P
Thanks Vivian. It worked :)