Hello,
I'm new to CRM so sorry for a silly question. I have created a custom field on a contact record that when populated, I want the value to follow that field where ever I add it through other forums.
E.g. If I had a field labelled "Eye color" on the contact record, then the same field in an Opportunity, I would expect what was entered in the contact record is auto populated into the Opportunity and visa versa.
Thank you,
Daniel
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That is fine. Isn't that the source of the record, where the actual field will be in. If the field is created on the contract record, it can be editable in the Contact Form and Quick Create Contract Form, and then everywhere else, it would be read-only by association with Contact using the Quick View.
Hi Aric,
Thanks for the reply. The field would need to be editable in the Contact form and Quick Create Contact form. All other entities could have this field as read-only.
Cheers,
Daniel
Hi Daniel,
Do you need this field to be visible on all other entities, or do you actually need to manipulate the data in that field in the related entities?
You might look at creating a Quick View in the Contact entity for that field, and populate the Quick View in all other entities.
You can also display this field in the other entity views, since it does have a relationship with Contact.
What this means, is that the field will not actually exist in all the other entities, but just in the Contact entity, but everywhere the Contact field is populated, this field will automatically show up.
Aric
Hello,
This may work on a condition. I would need the field on the Contact record to also appear on the Quick Create Contact form as an editable entity. If I had staff adding a new Opportunity for a new contact, I would need them to add/modify the external UID in the quick create contact area of an opportunity.
Thank you,
Daniel
Hi Daniel,
I believe this UID resides in contact entity. Also, I assume that the opportunity, lead quote etc will be linked to this contact directly.
If this is the case and it is just a field that you want to display on opportunity,lead, quote etc form - then why not to use quick view form? In that way you will prevent the 'duplication of data' and the moment you link a new opportunity with contact - the value get visible on the form.
Will this help?
Thanks,
Prateek
Thanks again Prateek. I'm having to rethink this, and this relationship isn't just between a field in the contact record and one in an opportunity. I want the value in the field to follow that field where ever I use it in any form throughout the system.
The context for this is it's an external unique identifier and this field needs to be referenced in multiple locations throughout the system to ensure the contact you're working with is the correct person. So if I'm viewing a contact I would double check this UID to make sure it's the correct person. If I'm creating an opportunity for a contact then the UID would flow into the opportunity field again to make sure I've selected the correct contact. If I'm creating a lead, quote or order I would want this UID to appear on each of these forms so it's clear who the person is.
Hopefully that make sense.
Kind regards,
Daniel
Hi Daniel,
Contact and Opportunity and 1:N that is a single contact may be associated with multiple opportunity. So do you want that if contact field is change then all the opportunity should get updated?
If that is the case then you need to a plugin on update of contact which will retrieve all opportunity and populate them.
The other way will be to create another lookup of opportunity on contact. Once you do that then the second process will also show Opportunity option.
The delay us there because you might have created workflow as background process. If you uncheck that then it will work synchronously.
Hi Prateek,
Thank you so much for this answer! This did work when updating the field in the contact record, however if the field was blank in the contact record and entered through the opportunity it would not populate the field in the contact. I tried to make a second process using the steps you provided however there was no Opportunity option when selecting where to lookup the field. I also noticed there was a delay between entering the value and the field updating.
Thanks for your support,
Daniel
you need to write a workflow to update the opportunity whenever it gets created with the contact field value.
Go to Setting->process->New process (type = workflow)
Select entity = Opportunity and check the checkbox 'when record is created' on next screen.
Under Process, select 'Update Record' and there select Opportunity
Under the properties select the field you want to get value from Contact and on right hand side select 'dynamic values' then select 'contact' and then the field.
Thanks,
Prateek
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