Field filled in automatically in Account

[lukasz412]

Hi
Is it possible to create a field in Account, which will be filled in automatically with the field value from Opportunity?

[espcrm]

Yes it is, it require coding. You mean during the "Create" right? If it something else like a Foreign field then my answer below does not count.

You can watch a how-to here: https://www.youtube.com/watch?v=MdaJIGxOWpU

And based on that, you can read some of the code I create here: https://forum.espocrm.com/forum/gene...3754#post83754

[lukasz412]

I am looking for a solution without coding. Unfortunately, I have no programming knowledge.

[shalmaxb]

relationship and formula

[victor]

Hi lukasz412,

You need a workflow that will have a Trigger Type "After record updated" and Action (Update Related Record) screenshot 1.
Note that with such a workflow, if an Account has one, two, or a hundred related Opportunities, the values of the Account fields will be copied to each of them.

[lukasz412]

Thanks for the answer.
I understand that the workflow is in the Advanced Pack.
Is there any other option or do I have to purchase the Advanced Pack?

[espcrm]

Other option is code, and you not willing to watch the video to learn the code so the next best bet is Workflow... which yes: cost money to use.

PS. I went with the code method as there is a video guide on how-to. And also I don't have Advanced Pack

[lazovic]

Hi lukasz412,

The best option for you would be to use a field with the Foreign type: https://docs.espocrm.com/administration/fields/#foreign.