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Update CustomAccountLookup field by account on update of Opportunity
Hello,
I have below config:
Account
Oppourtunty
Quote
field (LookUptoAccount__c)
I have below usecase,
When an account is updated on Opportunity, i want that all the quotes should update LookUptoAccount__c with the name of account,
how can i do it ? workfow or rocessbuilder, thank you in advance
I have below config:
Account
Oppourtunty
Quote
field (LookUptoAccount__c)
I have below usecase,
When an account is updated on Opportunity, i want that all the quotes should update LookUptoAccount__c with the name of account,
how can i do it ? workfow or rocessbuilder, thank you in advance
You have to use Process Builder.
1. Create the Process Builder in Opportunity.
2. Set the criteria as [Opportunity].AccountId IsNull Boolean False.
3. Create the Field Update:
a. In the record type choose the Select a record related to the Opportunity
b. Choose the LookUptoAccount__c and select type as (Field Reference) and Value as ( [Opportunity].AccountId ). If LookUptoAccount__c is lookup field use the value as( [Opportunity].AccountId ).or it's a text field only you want to display the Account Name value as ([Opportunity].AccountId .Name)
Thanks,
Maharajan.C