Is it possible to use a calculated formula field to set a field value based on a look up for a certain value?

RE: Is it possible to use a calculated formula field to set a field value based on a look up for a certain value?

Yvonne Boxrud — Wed, 08 Jun 2022 15:40:26 GMT

Thanks very much - I will check this out!

cheers, Yvonne

RE: Is it possible to use a calculated formula field to set a field value based on a look up for a certain value?

André Lopes — Wed, 08 Jun 2022 15:22:19 GMT

enum-api field family certainly will fit your requirement.

RE: Is it possible to use a calculated formula field to set a field value based on a look up for a certain value?

Yvonne Boxrud — Wed, 08 Jun 2022 15:12:56 GMT

Thanks for confirming this Chris!

RE: Is it possible to use a calculated formula field to set a field value based on a look up for a certain value?

Yvonne Boxrud — Wed, 08 Jun 2022 15:12:22 GMT

The currency table was just an example to ask whether it's possible to use a calculated formula for this type of lookup.

RE: Is it possible to use a calculated formula field to set a field value based on a look up for a certain value?

André Lopes — Wed, 08 Jun 2022 13:49:14 GMT

So Opportunities may have, at the same time, 2 currencies and 2 currency rates? What is the meaning of such an approach?

RE: Is it possible to use a calculated formula field to set a field value based on a look up for a certain value?

Chris Raffle — Wed, 08 Jun 2022 06:16:50 GMT

Hi Yvonne Boxrud,

I don't think there are any Sugar Logic formulas that have the capability to do what you are seeking (i.e. based on a dynamic value, pull another value from another module). Custom code is the likely route to pursue here.

Chris