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JillW
Help with Opportunity Name field
In the Asset object, when I choose a Product, it automatically puts the Product Name into the Asset Name. I want to do something similiar in Opportunity.
I've created a picklist for Opportunity Description. I want the Opportunity Name to be filled in with the Opportunity Description immediately after the user selects an Opportunity Description.
How is this done in Assets and how can I recreate that in Opportunities?
Thanks for the tip. However, I can't make it work. All I get is an error message:
I'm completely lost here. What am I supposed to change the formula to?
Ah-
Well, you're going to go back to the workflow rule (Setup-->Create-->Workflow Rules & Approvals-->Workflow Rule), and then click Edit, and then change the Evaluate rule to "Every time a record is created or edited"
Oh, yay! This works almost exactly the way I want it to. The last obstacle is that the name doesn't change until I save the opportunity. (I'm foreseeing a lot of complaints about that.)
Do you know how I can tell SF to change the name field BEFORE save?
*Sigh*
This is so frustrating. The Asset page works exactly the way I want the Opportunity page to work. I choose a product and the Asset name is immediately filled in. I don't understand why I can't do the same thing in the Opportunity.
It seems simple. Choose a description and have the Opportunity Name immediately filled in. Any idea where I can find the answer to this?