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Megachuckmc Formula Field
It seems like it should be possible to create a Formula field in one Object that derives its value from a field in another Object...
Example:
A field called "TestFoo" in Opportunities is a formula field that takes it's value from the "FooTest" field in Accounts...
Is this possible? - If so what is the syntax for defining the foreign object field since it does not appear in the Select Field Type dropdown in the formula Editor
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In this case I have two custom objects: "Sales Order" and "Sales Order Item"
In the formula editor my only choices are the Object that I am working in (Sales Order) and other objects like:
$System
$User
etc.
If this makes sense...I want to create fields in the "Sales Order Object" that derive their value from the "Sales Order Item" object.
No, that is not available for formula fields.
Winter '08 introduced the ability to use "Related Object Fields" for workflow rules, validation rules, etc. But not custom formula fields.
Vote for this:
http://ideas.salesforce.com/article/show/71840/Crossobject_Formulas_Completely_unrelated_to_the_Rollup_Summary_feature_from_Summer_07