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footprint_nina
Default Value as Account name
Hi,
I created a new field on our opportunity page called "Acknowledgement Name" and I want to set up the default value to be the Account Name that the opportunity is tied to, but in the formula editor for the defaul value i don't see Account Name at all - is this just impossible to do? or maybe can i set work a workflow rule or validation rule?
Thanks!
What is the DataType of your custom field? If the datatype is Formula(Text) then you can use the Field Insert Wizard to create a Formula, which should look like:
Account.Name
If your field DataType is just Text then you're gonna have to use a Workflow Rule with a Field Update.
All Answers
What is the DataType of your custom field? If the datatype is Formula(Text) then you can use the Field Insert Wizard to create a Formula, which should look like:
Account.Name
If your field DataType is just Text then you're gonna have to use a Workflow Rule with a Field Update.