+ Start a Discussion
roysmith601.3493067652527424E1roysmith601.3493067652527424E1 

need Help:question about lookupfield on custom object and custom field?

Hi,
I have question about workflow.I create a custom object ="Product" on opportunity object .I create three (3) fields on custom object = Product and the filed description is below:
Field # 1:Application Received By(which is lookup(user)field)
field #2 : Closing Stage (pick list field; option is recieved)
field # 3: Closing Stage Owner ((which is lookup(user)field)

I have the requirment that :
If Application Received By not null
then
condition # 1 : set 
Closing Stage = recieved
and 

condition # 2 : set Closing Stage Owner = Application Received By

Example: If  
Application Received By = steve then according to workflow it should update the Closing Stage = recieved and Closing Stage Owner =steve

I create workflow for this and i am able to satisfy the condition # 1  but I am not to create work field update for condition # 2. 
I am new to salesforce and could anyone of you help.

thanks

ForceLoverForceLover

Hi 

 

      Lookup fields are read only .Even i tried with workflow but i didn't  get the result.Instead of that ,i created a formula dield for  Closing Stage Owner with return type as text and the formula is

 

(ApplicationReceivedBy__r.FirstName ) + ( ApplicationReceivedBy__r.LastName)

 

it is  giving the result as you desired.

 

 

neeruneeru

this is similar to my requirement  i am also facing same problem...

 but this answer so helpful to me

Works like a charm!  Thank you for your help! :)

roysmith601.3493067652527424E1roysmith601.3493067652527424E1

I try to create formula field with test :

(Application_Received_By__c.FirstName ) + (  Application_Received_By__c.LastName)

 

but i am getting error as follow:

Error: Field Application_Received_By__c does not exist. Check spelling.

 

please help me

ForceLoverForceLover

choose the field names from the insert field drop down list while you are creating formula.Those names are according to my system.