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

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  • 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.

  • #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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    • #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")

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

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        • #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.

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

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