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snubby2929
Cross Object Field Copy
How can I move data from one object to another? Example, I have a formula field on the child that has a formula value of 4, I want to copy that field value to the parent and display it on the same field name on the parent.
If they have a Master-Detail relationship, you could create a Rollup Summary (RS) field on the Parent that returns the COUNT of child records. Then create a formula field the evaluates the RS field and retrns a 4 if the RS COUNT > 0
I'm actually looking to do something similiar but it's off a picklist that's not in a master detail relationship. I basically want to move a value from a picklist from the user object to the opportunity object. Any help would be appreciated.
DaFFy
how are you accessing the User object from the Opportunity object?
I was trying different things but kept getting syntax errors. I tried to create a formula field to try to capture the data, but kept running into errors.
can you post a screenshot of your Formula and the error message?
I had that as the code and the error message i received when i click on check syntax is:
Error: Formula result is data type (Boolean), incompatible with expected data type (Text)
are you trying to write a Validation Rule a Formula Field, or something else?
Not a validation rule. I'm trying to create a field that would copy over what the value is from the picklist of another object.
Here's the situation.
On the user object there's a picklist called Office with East, West, Central as the values. Whichever value is picked from that user's page is what i would like to copy into the opportunity owned by the user.
Apologies on the lack of clarity in my previous post, but hopefully the above situation clears it up a bit.
Okay you can't do that with a Formula Field, you'll need to use an Apex Trigger. You should probably repost this on the Apex discussion board (this one is just Formulas and VR's)
Will do. Thanks Stevemo