Discussions
Conditionally Setting value of Textbox from other Field value
I created a custom field on the Customer record named "Administrator" which is populated by a Contact. I want to create a cross-reference field on the Contact record that displays Yes/No depending on whether the Contact is the Administrator for that Customer (his parent).
In other words, if the Contact is the Administrator, the customer field on the Contact record should display "yes." It should display "no" if the Contact is not the Administrator.
It may not be possible to conditionally set the value of the Checkbox from the value of another field and I might need to use a Free-Form Textbox instead but I've never used a formula before.