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JasonGregoryJasonGregory 

Formula and Lookup relationship to Custom Object Not Yielding Field Value

I am trying to get text value from a custom object to appear on the Opportunity record.  I have created a look-up relationship on the Opportunity that relates to the Custom Object below...

Lookup- Relationship:

Look-up on Opportunity to Custom Object "Search Name"

Custom Object:

Search Name Custom Object


Then I created a formula on the Opportunity that relates to the Custom Object's field "Name" below...

Formula for Name on Opportunity

Any idea why the formula field shows as blank?  I have verified the field is populated with data.

Thank you!

- Jason
 
Deepak Maheshwari 7Deepak Maheshwari 7
Can you please share the screenshot of record on which you are testing?
JasonGregoryJasonGregory
Hi Deepak.  The record I am working with is as follows (field value I need on oppoortunity highlighted.

User-added image

Thanks!

- Jason
Deepak Maheshwari 7Deepak Maheshwari 7

Hi Jason,

 

There is no need of creating formula field on Opportunity for getting the name.

In lookup field itself, it shows the name of "Search Name".

Can you please how you are creating the Opportunity?

Please follow the below steps for creating the Opportunity:

 

Please create the Opportunity from the related list of "Search Name".

In this way, the search name is auto populated on Opportunity lookup field.

 

Hope this make sense to you!

If not please let me know.