• JHSDCA
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I created a formula field that is to display a value from a picklist field from another object based on a look up of a user. I wrote this formula, but it is not displaying the correct value from the picklist. Can anyone recommend how to fix it?
 
Thanks in advance,
Julie
 
CASE(Sales_Rep__r.Team__c , "Advertising Operations", "Business Services",
"Communities", "Communities-Central", "Communities-East", "Communities-North Coastal", "Communities-North Inland", "Communities-South", "Consumer Marketing",
"Database Marketing", "Enlace", "Executive", "Lifestyles & Entertainment",
"Majors & Nationals", "Majors-Digital Media", "Marketplace", "Marketplace-Automotive",
"Marketplace-Digital Media", "Marketplace-Real Estate", "Marketplace-Recruitment", "Niche", "Online Customer Service", "TLN", "Training", "U-T Direct Marketing" )
  • November 19, 2008
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I am trying to duplicate or display a user's team, department, or territory (custom field) from the user profile on an account page when a look up field is populated with that sales rep's name. Is this possible?
 
I.E.
 
Julie is filled out in the sales rep look up field
Thus: Team (read only field) is populated from the user profile
           Territory (read only field) is populated from the user profile
  • September 29, 2008
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  • 0
Is it possible to make a date field required or auto-populated by a specific picklist value being selected...???
  • September 29, 2008
  • Like
  • 0
I created a formula field that is to display a value from a picklist field from another object based on a look up of a user. I wrote this formula, but it is not displaying the correct value from the picklist. Can anyone recommend how to fix it?
 
Thanks in advance,
Julie
 
CASE(Sales_Rep__r.Team__c , "Advertising Operations", "Business Services",
"Communities", "Communities-Central", "Communities-East", "Communities-North Coastal", "Communities-North Inland", "Communities-South", "Consumer Marketing",
"Database Marketing", "Enlace", "Executive", "Lifestyles & Entertainment",
"Majors & Nationals", "Majors-Digital Media", "Marketplace", "Marketplace-Automotive",
"Marketplace-Digital Media", "Marketplace-Real Estate", "Marketplace-Recruitment", "Niche", "Online Customer Service", "TLN", "Training", "U-T Direct Marketing" )
  • November 19, 2008
  • Like
  • 0
I am trying to duplicate or display a user's team, department, or territory (custom field) from the user profile on an account page when a look up field is populated with that sales rep's name. Is this possible?
 
I.E.
 
Julie is filled out in the sales rep look up field
Thus: Team (read only field) is populated from the user profile
           Territory (read only field) is populated from the user profile
  • September 29, 2008
  • Like
  • 0