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g1n
Formula to reference opportunity fields from activity ?
Hi there,
I would like to create a formula field in activity (Task) that displays value from a field in opportunity that it is related to
For example: display the opportunity name that it is related to
I am not sure how to do this (or if this is even possible)
I know you can reference Account but i wonder why it could not refer to opportunity
I found out that you can use WhatId to get the ID of account or opportunity
Now i am thinking if there is a way to reference Opportunity the easy way or maybe if we can do a look up using the opportunity ID that we can get using WhatId
I hope someone can enlighten me
Thanks
I would like to create a formula field in activity (Task) that displays value from a field in opportunity that it is related to
For example: display the opportunity name that it is related to
I am not sure how to do this (or if this is even possible)
I know you can reference Account but i wonder why it could not refer to opportunity
I found out that you can use WhatId to get the ID of account or opportunity
Now i am thinking if there is a way to reference Opportunity the easy way or maybe if we can do a look up using the opportunity ID that we can get using WhatId
I hope someone can enlighten me
Thanks
MSSBMeghan
Did you ever get your question answered? I've encountered the same issue and can't seem to find a solution.
Steve :-/
It doesn't look like you can get beyond the (WhatID) AccountID/OpportunityID using a Formula(text) field.