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TMangoTMango 

Formula Field to Pass Value from Account Custom Field to Case

We have a formula field that pulls the value from a custom field called Account Market on the Account that a case was opened from.  That field is hard-coded with all of the markets that were considered when the field was created.  For example,

 

Case ( Account.Market__c ,
"Albania","Albania",
"Angola","Angola",
"Argentina","Argentina",
"Australia","Australia",
"Austria","Austria",
"Bangladesh","Bangladesh",
"BeLux","BeLux",
"Bosnia","Bosnia",
"Brunei","Brunei",
"Cambodia","Cambodia", "Unknown)

 

The problem is that there are new markets in our business all the time.  Is there any way to program that field to just pull in whatever the Account Market field on the Account says, rather than having to constantly update the hard-coding with new markets all the time?

Best Answer chosen by Admin (Salesforce Developers) 
florianhoehnflorianhoehn

Hi,

 

You can use the 'TEXT' function with your picklist:

 

TEXT(Account.Market__c)

 

Have a look here for more info.

 

Hope this helps!

 

Florian

All Answers

florianhoehnflorianhoehn

Hi,

 

You can use the 'TEXT' function with your picklist:

 

TEXT(Account.Market__c)

 

Have a look here for more info.

 

Hope this helps!

 

Florian

This was selected as the best answer
LegendLegend

Hi,

 

You can create a custom setting and store all your values. Now using code you can populate the field (Text Field) after comparing the picklist value with values in custom setting.

 

-Thanks