Apex Code Development You need to sign in to do that
Don't have an account?
Ellenatapl Request for assistance with formula for field up date
Hello-
We are a nonprofit organization who is looking to use the free volunteer management app available. We are setting up a survey for a volunteer application. It is working great...except for the fact that we need to connect the contact to the volunteer object. It was suggested by the survey application that we create a formula to have the contact ID available on the volunteer object. We would love some help.
If I completly understand what you are doing you want a look up value on your volunteer form from the Contact.
Create a new field on the volunteer object and choose the look up relationship as the field type
Next choose the object you want to pull the data from, in this case Contact
Then rename the field (if you want)
And then go through the process of saving the field
You will now have a look up field on your volunteer object.
Once you have a look up field on your new object you can bring over other related fields if that look up relationship is filled in.
An example would be to bring over the contacts phone number, fax, etc.
To do that just create a formula field, and from the insert field button find the
Contact>
field which takes you to the contact object. From there find the phone field
Every time your contact field is update the system will automatically grab the related fields.
I hope this is what you were looking for.