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udayar_jayam
How do I create a clickable field in opportunity
Hi All,
I want to create an url-field within the Opportunity page that contains value an url that in concatinated.
It should combine a html-textstring and add FirstName + underscore + LastName+Space+Description in one string, something like this
Just like this:john_smith Hydrocarbon Area Remediation Mar13.
how to resolve this issues
You can create a hyperlink field passing in the fields as a query string parameter something like the following:
However, you can't use Opportunity Description in a formula because long text area fields aren't available in formulas, and you can't get the first and last names from a contact associated with the opportunity within a formula because they're associated using a ContactRole, which is a child (junction) object.
You can use a workflow field update to copy the first 255 characters of the Description field into a custom text field, and use that for your description, if that's enough. The formula in the field update would be:
You'll need a trigger to copy a contact's first/last name to custom fields on the opportunity so that you can access them from a formula.