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pradyprady 

Formula help

Hi,

 

Can i create a formula using a lookup object fields? For instance i have a custom object and got a lookup with account

i need a formula which uses a field from the account object

 

For eg.

 

"PJ_"&SHORTNAME&"_"&UNIQUE-SEQ-NUM (UNIQUE)

 

Where shortname is a field in account object.. If using formaula is not possible is there anyway to achieve it?

 

Thanks

 

Prady

 

 

 

thomastthomast

Account__r.Shortname__c should do it. If you switch to the Advanced Formula builder when creating the field, its Insert Field function lets you traverse relationships to select fields. Lookups and Master-detail relationships are denoted by a ">" after the field name, and clicking them shows you the parent object fields for selection.