Checkbox formula comparing fields on two objects

Question

I want to create a checkbox formula on a child object that checks if a field matches a field on the parent object.

The relationship between the two is lookup.

I've tried

Name = Account.minInvoiceNumber__c

But I get the error

Check Syntax Error: Field Account does not exist. Check spelling.

m Peixoto · Accepted Answer · 2017-08-25 18:07:40Z

2

Is this a standard relationship? I am assuming that no. If not, you should use __r:

Name = Account__r.minInvoiceNumber__c

answered Aug 25, 2017 at 17:31

m Peixoto

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1

Even if the child object is a standard SObject, if the lookup to Account is a custom field (as opposed to a standard relationship field), you'd need to use the __r syntax. Still, +1 from me for taking the words out of my mouth (or rather, taking the keys from under my fingers).
– Derek F
Aug 25, 2017 at 17:36
Yes, @DerekF. I would like to say a standard relationship. Like Account and Contacts, for example.
– m Peixoto
Aug 25, 2017 at 18:03

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