Show manager name and team lead name automatically based on assigned user

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  • brijeshcp@gmail.com
    Member
    • Apr 2018
    • 41

    Show manager name and team lead name automatically based on assigned user

    Hi,
    I have added 2 fields (manger name and Team lead name) in opportunity.Now i want to display manager name and team lead name automatically based on assigned user automatically by default. please help me.
  • olamborelle
    Member
    • May 2018
    • 99

    #2
    Administration > Layout Manager > Opportunities > Relationship panel
    This is where you can select what link should be displayed. That will work if your 2 fields are of type link.

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    • tanya
      Senior Member
      • Jun 2014
      • 4308

      #3
      Hello,
      as I understand you, you can do it with Formula.
      Something like
      if these fields are varchar fields
      ifThen(assignedUserId == "1", managerName = "Peter"; teamLeadName = "Ben")

      if these fields are link fields
      ifThen(assignedUserId == "1", managerId = "peterId"; teamLeadId = "benId")

      Comment

      • brijeshcp@gmail.com
        Member
        • Apr 2018
        • 41

        #4
        Hi,
        managerName and teamLeadName are varchar fields.
        i have tried the formula.but not working.please help me.

        Comment

        • tanya
          Senior Member
          • Jun 2014
          • 4308

          #5
          You can see how Formula works only after you save the entity. And you need to check what id you set in assignedUserId (often I see, that people doesn't set id, but user name).
          Please share with me the formula.

          Comment

          • brijeshcp@gmail.com
            Member
            • Apr 2018
            • 41

            #6
            Hi,
            I checked by saving the entity.Now its working.Thanks for your reply.

            Comment

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