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AutoPopulate Opportunity Name field
Hi everyone,
i have scenario where i have to do is autopopulate the opportunity name with Account Name and we have one more field called Lead Source(Picklist)
what i need to do is put the cancatination of both the fields in the opportunity name field(ex. AccountName-Sale Type(Picklist value).
i know we can get this done with WF field update but when i was looking for the formula i am doing the mistake..
can anyone implemented this kind of scenario please help me out what kind of formula field i need to use.
thanks in advance
First of all you can not use a picklist field in a formula so you need to do it with a trick,
first you have to create another field that can be used in formula a text field or another formula field and use that field in your formula like this , here CutomField is the newly created field
Account.Name + Account.CutomField__c
Yes , I got confused I was thinking of ISPICKVAL function , we can not use that , Yes surely we can use picklist values.
thanks for the reply
right now i was using this formula in the wf rule.
NOT(CONTAINS( Name, Account.Name ))
can any one tell how to iclude the picklist field here
thanks in advance...