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gyip31gyip31 

Help with cross formula object ?

Hi,

 

I have have an custom multiple pick list account field that I would like to autofill into an opportunity field whenever an opportunity is created for that account...?

 

I tried many different formulas but nothing works. Can someone help by writing an opportunity field formula that will work for me? If a opportunity formula field is not the way to go please give me your suggestion/best practice.

 

Gary

Srikant JoshiSrikant Joshi

Hi Gary,

 

Which field in oppurtunity do you want your custom field values to be pused onto?

 

Regards,

joshisrik@gmail.com

gyip31gyip31

A custom field titled "Instituion type" is the opportunity field.