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Slideumentary
Auto Populate Pick List at the Opportunity Product Line-Item Level
How do I auto populate a custom field (pick list) at the Opportunity Product line-item level based on the product that is selected. That is, when I "Add Product" to an Opportunity, I would like two fields at the line item level to be already pre selected. How would I go about accomplishing this? I am using the professional edition.
I''ve the same problem, don't know how to auto populate a picklist...
Any ideas??
Did you ever solved it?
Thanks;
Farid
You can't do exactly this, at least not without triggers. Some non-coding alternatives that come to mind:
1. Make the picklist have all the values that you could want no matter which product is picked, and then not have a default value, but make validation rule that checks the picklist choice makes sense given the product selected
2. If the picklist value is left blank, have a workflow rule that automatically sets the picklist to a specific value based on which product was selected.