Project Task - Custom Formula Field. On the off ch...
# general
j
Project Task - Custom Formula Field. On the off chance someone has done this before?... I am building a formula field in a project task .. I need to get the Customer Id (internal) of the project into the formula .. but i am struggling to locate it in the list of fields available. Thanks in advance..
a
{company.internalid} should work @Jason Ross
j
@Abrar Shaikh thank you for this. This seems to give me the internal Id of the project rather than the customer!?
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a
Got it! You might wanna create a custom field first on Project record and source the internal id of the customer in it and then on the task record's custom field you can source the custom field value from the Project record. Since you can not go more than 2 levels I believe you will have to first source the internal id on the project record itself and then on Task record. @Jason Ross
t
@Jason Ross: {job.customer.id}
.id is always available and is the only 3rd level join you can ever achieve
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j
Thank you @Tristan Day and @Abrar Shaikh I will give that a go .. cheers
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@Tristan Day This worked like a dream .. I owe you.. Thanks
t
Pleasure mate, glad it helped
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