You’re offline. This is a read only version of the page.
225
I have a custom field on my Lead form, and a custom field with the same name on my Opportunity form. Both fields are drop down boxes with the same options defined as possible answers.
*This post is locked for comments
Agree with Gretchen Opferkew that its best to have global set options rather than seperate pick lists.
I learned that through experience!
thanks Jerry Weinstock!
Worked perfectly for me :)
Hi vandana a,
You can only achieve your requirement by implementing the mapping in onload method of the form of the new entity data. You can load the lookup name by the reference which is set on the form and then insert this value in your textfield.
Best regards,
Andreas
Hi there!
If you haven't gone down the road too far, I would highly recommend using a global option set rather than two separate picklists.
In the Navigation Pane, click Settings.
Under Customization, click Customizations.
In the Customization area, click Customize the System.
Under Components, expand Entities, and then expand the entity you want.
Click either 1:N Relationships or N:1 Relationships.
In the main pane, in the Type list, select Mappable.
Select a mappable relationship. Then on the Actions toolbar, click Actions, and then click Edit.
Under Related, click Mappings.
For each new mapping, on the Actions toolbar, click New.
In the Create Field Mapping dialog box, select the source field from Source Entity Fields. Select the target field from Target Entity Fields.
When you select fields, consider the mapping requirements.
Both fields must be of the same type and the same format.
The length of the target field must be equal to or greater than the length of the source field.
The target field cannot be mapped to another field already.
The source field must be visible on the form.
The target field must be a field into which a user can enter data.
If the fields are option set (picklists), the integer values for each option should be identical.
Address ID values cannot be mapped.
Click OK.
Click Save and Close to close the Relationship form.
When your customizations are complete, publish them:
To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
To publish customizations for all unpublished components at one time, click Publish All Customizations
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,219
Super User 2024 Season 2
#2
Martin Dráb
230,056
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (