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Steve Cairney
Cross Object Formula Syntax
Hi, I have a custom object called MC (for brevity) that has Master Detail relationships with the Account and Opportunity objects.
I have created an email field on the MC object that I would like to populate with an email field from the realted Opportunity object as the default value.
The options on the formula builder for the email field on the MC object are all $Feilds so although that would work initially (the Opp owner created the MC record initially) the field would be updated should someone else edit the MC record.
I've checked Eclipse and the Child Relationship name for the Opportunity is "Opportunities_del__r" and the email field from the Opp I want to present is Manager_Email_OPP__c but the syntax
Opportunities_del__r.Manager_Email_OPP__c throws the following syntax error: " Field Opportunities_del__r does not exist. Check spelling."
Any idea on what I can do here?
I have created an email field on the MC object that I would like to populate with an email field from the realted Opportunity object as the default value.
The options on the formula builder for the email field on the MC object are all $Feilds so although that would work initially (the Opp owner created the MC record initially) the field would be updated should someone else edit the MC record.
I've checked Eclipse and the Child Relationship name for the Opportunity is "Opportunities_del__r" and the email field from the Opp I want to present is Manager_Email_OPP__c but the syntax
Opportunities_del__r.Manager_Email_OPP__c throws the following syntax error: " Field Opportunities_del__r does not exist. Check spelling."
Any idea on what I can do here?
All Answers
you can try (1) URL hacking on clicking the NEW button of the Custom Obj; or (2) WF rule & field update on creation
$Label
$Organization
$Profile
etc.