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NOTLSimpson
manually editing data
Hi -- I have a custom object, Rev, which is a child of Opportunities and it needs to refer back to the Account that owns the Opportunity. My concern is that there are a whole bunch of Rev components that don't have the Account info populated, and I want to find a way to say:
If Rev A belongs to Opp B, and Opp B is owned by Account C, then populate Rev A's accountID field with Account C's ID.
Does anyone have an idea of how to do this?
I think you can simply create the Account field on Rev as a formula field and use cross object formula like: Opportunity__r.AccountId... this will populate the field for all the existing data as well...
just now i saw your other post...if you want the Rev to show up as a related list on accounts...then you cannot use formula fields...instead create a look up for account on Rev and populate using a workflow or a trigger....
It appears that Workflows don't allow you to do a field update to a look-up field. Is that correct? I can try to create a trigger for this. Thanks!