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phanikumarphanikumar 

Display Same Data in Two Different Objects

Dear Salesforce Experts,

 

 

I am having a requriment like having 2 objects.

projectmanger and projectassociate,in both these objects few fields are common,Like Region,Task...etc.

If i select Region in Project manger object it will have to display in project associate object.

 

Thanks in advance........

 

 

Regards,

phani

goabhigogoabhigo

You will have to relate each other either using Lookup or master-detail relationship. Once this is done (Project Associate will have lookup/MD to Project Manager), you need to create formula fields that will copy values from Project Manager record. If you want these copied fields to be editable, then instead of formula fields you will have to create text/picklist fields and populate the data using workflow field updates.
phanikumarphanikumar

Thanks for a quick response,I am having pick list fields only..In project manger object,Task field having picklist datatype having C#,Java,.net.If i select C# the same value have to display in project Associate...

 
please help me....... 
goabhigogoabhigo

As mentioned above you need to create a field - Lookup/MD from Project Associate, then use Formula fields in Project Associate to pull the data in Project Manager.