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11-08-2012 04:06 PM
I need your help, looking to see how I can make this work.
When a user selects picklist item 1 (Provider_Type__c) + picklist item 2 (Region_Name__c), the third picklist item (Analyst__c) should be default to a specific item (Jamie Smith)
There are currently 20 items in the third picklist (Analyst__c), however, I would like to specifically only have 1 item be chosen when the specific items chosen from picklist item 1 and picklist item 2 are selected:
Provider Type = Practitioner
Region Name = West
Analyst should only equal = Jamie Smith
If user choses picklist item 1 and picklist item 2, then Jamie Smith should be automatically be auto populated into the Analyst__c field prior to saving the record.
I hope this makes sense.
Picklist item names:
11-08-2012 06:20 PM
If u want to populate the third field value before saving the record.
Then it cant happen with formula or workflow rule.
You need to go for a VF page with a controller.
There u can write ur own logic and can populate the thirdfield value before saving.
11-08-2012 08:38 PM
But since you didn't say that it had to be before save of record, a workflow and fild update should work. If has to be before save, then I agree With other post.
Certified SalesForce Developer, Service Cloud Consultant