1

Is there a simple way to populate one field on a contact, account or lead with another field? There's a system I'm using that allows me to fire a rule for a record that has a value for the "mobile" field, but all my numbers are in the "phone" field. I'd like to be able to add the phone field values to the mobile field (or another similar field).

2

You can either:

  1. Build a workflow with field updates to update your mobile field from your phone field (as long as both fields belong to the same SObject),

  2. Build a before insert/update trigger that copies phone's value to mobile field,

  3. If mobile is a custom field, make it a formula field that references to the phone field.

6
  • 1
    Do you mind if I put the link to the workflow field update docs into your answer and mention that the trigger be before insert/update? Then I can delete my answer since you got there first :) Jun 24 '13 at 19:40
  • Also, I think option 3 is only an option if mobile is a custom field. Jun 24 '13 at 19:40
  • @DanielBallinger Please, do so! :) And you're right about #3. Jun 24 '13 at 19:51
  • Thanks! So the only way #3 works is with a custom field? That's disappointing... I was hoping there would be something that simple for standard fields. Jun 24 '13 at 20:08
  • @JeremiahPrummer The point is that you cannot change a standard field type. If you HAVE to use standard fields, yeah, only #1 and #2 will work. Otherwise, consider creating a custom formula field. Jun 24 '13 at 20:17

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.