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Ozz54001Ozz54001 

Copy picklist value from one custom field to a custom field on another page

Hello!  I am looking for some help copying a custom field from one location to another.

 

We are using the products tab within the Enterprise Edition and I have created a custom picklist field called AC Input on the products detail page.  I would like to have the chosen picklist value on the product detail page be copied over and visible on the quote line item related list on the quote detail page.  For example, the part number field within products detail page, as provided by Salesforce, already does this.


Can anyone help me?

 

Thanks,

Dave

wt35wt35

Have you tried with a formula?

go to Setup > Customize > Quotes > Quote Line Items > Fields > New Field > formula field, type=text

 

In the formula, type in this syntax:

TEXT(x)

 

where x is the exact name of your field.

Use the Insert field button to find out the exact name of your field. It should be something like Product2.AC_Input