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StephenCraneStephenCrane 

Auto-populate Standard Name Field With Picklist

Hey there,

We have the standard field "Name" for an object, and then a custom picklist Type field. We want to auto-populate the standard name with whatever the user picksf or the picklist, and then be able to change it if needed.

I can't create a new custom formula field because the Name is standard and cannot be removed, and it wouldn't be editable, any other thoughts?
Best Answer chosen by StephenCrane
Mamadou Diallo 14Mamadou Diallo 14
Hi Stephen,

Is the custom picklist Type field of the object? If that's the case, you can use a Process Builder with a formula field update:
Name = TEXT(Type)

Let me know if you need help on building the Process.

 

All Answers

Mamadou Diallo 14Mamadou Diallo 14
Hi Stephen,

Is the custom picklist Type field of the object? If that's the case, you can use a Process Builder with a formula field update:
Name = TEXT(Type)

Let me know if you need help on building the Process.

 
This was selected as the best answer
StephenCraneStephenCrane
Hey! Appreciate the quick response (also didn't realize I'm in developer, not community). I'm not the best with the Process Builder. I tried creating it...I'd imagine it would only trigger when the Asset is created, not edited each time (since it could be overridden)...but there would be no Criteria for it to trigger right? Then under immediate actions there isn't anything about updating a Field....I'd appreciate the help :)
Mamadou Diallo 14Mamadou Diallo 14
The criteria will be: Type is changed.
StephenCraneStephenCrane
Got it with some tinkering, thanks! :)
Mamadou Diallo 14Mamadou Diallo 14
If my answer has helped you, please select it as Best Answer.