Trying to auto-populate a field statically
I built an opportunity table with a child table to make quotes. To maintain a unique Quote naming system, I want to use Customer name - Record number (of the Opportunity). I created a field as a Fo...
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Correct. That is the purpose, but apparently you can't do that with a formula, or I'm doing something wrong.
For understanding: An opportunity with our customers typically includes 3 types of services - Architecture, Consulting, and Project Management.
Here's the flow:
1. A Sales rep either browses to an existing contact or creates a contact
2. From that contact, clicks Add Opportunity - that part works.
3. After adding content and saving, the Internal Opportunity field contains "Customer name - Record#"
4. From the Opportunity form, they will then click "Add Quote" to initiate the first of potentially many lines
5. The expected results at this point would be that the contents of the Field "Internal Opportunity now contains the same information as in step 3.
Problem -When you click Add a Quote, the only thing it sees is the record number.
I think that I'm doing this wrong by using a formula, but I do have the relationships working already, so that's not the problem
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Wade Myers
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For understanding: An opportunity with our customers typically includes 3 types of services - Architecture, Consulting, and Project Management.
Here's the flow:
1. A Sales rep either browses to an existing contact or creates a contact
2. From that contact, clicks Add Opportunity - that part works.
3. After adding content and saving, the Internal Opportunity field contains "Customer name - Record#"
4. From the Opportunity form, they will then click "Add Quote" to initiate the first of potentially many lines
5. The expected results at this point would be that the contents of the Field "Internal Opportunity now contains the same information as in step 3.
Problem -When you click Add a Quote, the only thing it sees is the record number.
I think that I'm doing this wrong by using a formula, but I do have the relationships working already, so that's not the problem
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Wade Myers
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as a follow up, I was having trouble getting back to where this was the condition last night, but now I actually can see the information in the quote. I don't know what I did wrong last night, but after taking a shot at making it present the problem so I could show you some screenshot, lo and behold it is working. So, I guess my approach was correct but I just had something wrong somewhere. Thanks.
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Wade Myers
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Wade Myers
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