+ Start a Discussion
SLaunchSLaunch 

Referencing master field from detail field

Is it possible to create a formula custom field in a detail record that uses a field in the master record as an input for the formula? I am trying to create a simple table of monthly invoices associated with a particular opportunity and have one of the fields in the detail record display the appropriate month.
 
To do this, I'd like to store a "first invoice month" field in the opportunity record and then store a "month number" in the detail record (e.g., month 1, 2, 3, etc.) then have a formula field in the detail record display the coresponding date by adding the month number to the first invoice month. This makes it easy to change the timing of the invoices by simply slipping the first invoice month. (I'm trying to create a work around for the products/revenue schedule which is too complicated for our use.)
 
 
Carolina Ruiz MedinaCarolina Ruiz Medina
Hi Slaunch,
I'm not quite sure what is the question if the question is <<Is it possible to create a formula custom field in a detail record that uses a field in the master record as an input for the formula?>> If I understood correctly you would like to use a field that is in the master object/rectord in a formula field that is in detail object/record. Then the answer would be yes , as you are creating the formula in the detail record, and the detail record has visibility to its master.
Sorry If it was not the question. I'll try to help further if I can.
Kind Regards,
Carolina.