I am in the contacts tab and filing out info i need it to populate the same info into the opportunities tab.
I am in the contacts tab and filing out info i need it to populate the same info into the opportunities tab.
Also, if the field is a drop-down, you'll want to set the calculation to get the drop-down value (instead of the drop-down designation. Here's an example where I pull the Account Type from the Account into the Contact Record:
getDropdownValue("record_type_list",related($accounts,"account_record_type_c"))
Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
Also, if the field is a drop-down, you'll want to set the calculation to get the drop-down value (instead of the drop-down designation. Here's an example where I pull the Account Type from the Account into the Contact Record:
getDropdownValue("record_type_list",related($accounts,"account_record_type_c"))
Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)