+ Start a Discussion
SeanOSeanO 

Help with Auto Populating opportunity fields from account upon opportunity creation.

We have a series of check boxes on the Account object that I would like to autopoulate into an opportunity upon creation of the opportunity.

 

My example is.  Clients get reports on certain days.  So I have a series of check boxes Monday, Tuesday, Wednesday, Thursday, Friday.   Lets say we have Monday and Wednesday checked When creating the opportunity I want the same check boxes (on the opportunity) autopopulate to whatever was on the account object.

 

Does anyone have any suggestions on how to do this?

 

Thank in advance

 

Sean 

ericmonteericmonte
You can either create a Formula Field that reference the check boxes from the Account since an Opportunity looksup to an Account.

Or you can create a workflow and field update to update the Oppty when an Opportunity gets created or editted.