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KimberlyJ Picklist Custom Link in a Custom Object
Hello! I created a custom object and want certain fields to auto populate from the Opportunity. I got those to work except for the picklists. These picklists have dependencies and I don't know how to get them to auto populate into my new custom object.
Welcome to the user boards!
Great question. However I am not sure I understand exactly what you are going for, if you would like to reply with some more info, I will do my best to respond to that post as well. I am not sure how the dependencies are playing into your equation.
We have limited functions that we can use with Pick Lists, the 2 primary being ISPICKVAL and CASE. Below I have an example of how one can copy a Pick List value to a formula field using the Case function.
CASE( Status ,
"Open - Not Contacted","Open - Not Contacted",
"Working - Contacted","Working - Contacted",
"Open- In Approval","Open- In Approval",
"Channel Deal Approved (Converted)", "Channel Deal Approved (Converted)",
"Closed - Converted","Closed - Converted",
"Closed - Not Converted","Closed - Not Converted",
"Closed - Not Converted","Closed - Not Converted",
"Ready to Convert","Ready to Convert",
null)