Automatically populate different forms with the same custom field

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Posted on by Nmam

Hi all,

I've created a custom field (Internal rating) that I'm using in the Accounts form. I want to use the exact same field in the Opportunities form, i.e. whenever I update the 'Internal rating' field in Accounts, all opportunities within that account need to show the updated 'internal rating' and vice-versa.

Any clues on how to solve this?

Thanks

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a33ik 84,323 Most Valuable Professional on at

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RE: Automatically populate different forms with the same custom field

Hello,

As for me the easiest way of doing it is to use Calculated Field on the opportunity that will reference details from parent account.