04.05.2020, 20:21 | #1 |
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crmtipoftheday: Tip #1349: Calculated field from related record
Источник: https://crmtipoftheday.com/1349/calc...related-record
============== When Marius Agur Hagelund Lind poked me with this tip I was like, duuuude, who doesn’t know that? Turns out, not a single person in my family knew that so here it is. All yours, Marius Here’s an oldie but goodie. Did you know that you can use related records to calculate a field value?Well you can! Simply type in the relationship name followed by a period, then the field name of the related record. Tada! Nick Doelman pointed out that you can reference a calculated field on the parent record, and that could reference a calculated field on it’s parent. So you could cascade it however far you wish. Which means you can build a “top level value” if it’s a self-referencing field. Finale Ever wanted to use “set value” in a business rule to geta value from a parent record? Well here’s how:
This is something I use quite often to bubble up the values, e.g. show up a parent company’s phone number and email on a contact record without the need for a quick view form. One caveat if you start including calculated fields that use related records, into the views. They cannot be used to sort the results. Cover photo by unsplash-logoJosh Durham Источник: https://crmtipoftheday.com/1349/calc...related-record
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