The assigned to field continues to be a bit of a struggle for me. I am trying to have the assigned to field be a calculated field on the opportunity module so it reflects the name of a sales rep I am using on a drop down field in the accounts module. is there a way to do this?
Hi Zach Gonzalez ,
Yes, this should be possible! You first will need a list of database IDs of your users. The easiest way to get that is to build a report on the Users module showing the 'ID' column and their respective usernames. Once you have that, you would insert those IDs into a formula like the following on the assigned_user_name field in Opportunities doing a nest ifElse for each potential user you want to assign opportunities to:
ifElse(
equal(
related(
$accounts,
"sales_rep_c"
),
"User A"
),
"user_a_database_id",
ifElse(
equal(
related(
$accounts,
"sales_rep_c"
),
"User B"
),
"user_b_database_id",
...
)
)
createList("Apparel")), "1", "seed_jim_id")
Depending on how many sales users you have, the formula could end up getting quite large.
Let me know if this helps.
Chris
Hi Zach Gonzalez ,
Yes, this should be possible! You first will need a list of database IDs of your users. The easiest way to get that is to build a report on the Users module showing the 'ID' column and their respective usernames. Once you have that, you would insert those IDs into a formula like the following on the assigned_user_name field in Opportunities doing a nest ifElse for each potential user you want to assign opportunities to:
ifElse(
equal(
related(
$accounts,
"sales_rep_c"
),
"User A"
),
"user_a_database_id",
ifElse(
equal(
related(
$accounts,
"sales_rep_c"
),
"User B"
),
"user_b_database_id",
...
)
)
createList("Apparel")), "1", "seed_jim_id")
Depending on how many sales users you have, the formula could end up getting quite large.
Let me know if this helps.
Chris