Activity which needs to be accomplished :
Create a field on Transaction Records like Opportunity, Quotation, Sales Order, Invoice etc which will display the internalid of that particular record.
It's very simple and straightforward activity.
Here are the Steps (Administrator Role):
1. Create Transaction Body Field
2. Click New
3. Check the check boxes for Sale and Opportunity from "Applies To" Tab
4. Uncheck the check box for Store Value
5. Go To "Validation And Defaulting" Tab and add formula {id} and set formula checkbox to true.
Create New Transaction Body Field
Transaction Body Field Configurations
Validation and Defaulting Tab
In my opinion this is the best and simple way of creating such fields using formula instead of writing a complicated workflow or a script to populate data which is present on that particular record or its present withing the first join to the record. This also reduces load and improves performance of your system if you have many scripts/workflows running on your system.
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Chinmay Shepal
Gyan 1.1
Create a field on Transaction Records like Opportunity, Quotation, Sales Order, Invoice etc which will display the internalid of that particular record.
It's very simple and straightforward activity.
Here are the Steps (Administrator Role):
1. Create Transaction Body Field
2. Click New
3. Check the check boxes for Sale and Opportunity from "Applies To" Tab
4. Uncheck the check box for Store Value
5. Go To "Validation And Defaulting" Tab and add formula {id} and set formula checkbox to true.
Create New Transaction Body Field
Transaction Body Field Configurations
Validation and Defaulting Tab
In my opinion this is the best and simple way of creating such fields using formula instead of writing a complicated workflow or a script to populate data which is present on that particular record or its present withing the first join to the record. This also reduces load and improves performance of your system if you have many scripts/workflows running on your system.
-
Chinmay Shepal
Gyan 1.1
