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rbkrbk
Formula won't calculate a non-displayed field
I am creating a custom button.
Because the formula in the custom button wizard would not do a compound lookup (where we need to retreive a field of another record field like {!Renewal_Summary__c.Client__r.Folder_Location__c} ),
I created a new field of type formula that returns a field of a related object (Account__r.MyField__c)
This works fine if I include the new field in a page layout, but resolves to null if the field is not displayed.
Is this expected? No one ever wants to see this value displayed.
Sorry, but I don't understand where I would set security on the field. I am using Professional edition, so perhaps this is something I would see in Enterprise. This is a custom field in a custom object. I will assume that the security field is being set in the background when I remove the field from the Page Layout, but why default a value to null if it is used by a button that the user sees?