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Copy dropdown element RRS feed

  • Question

  • Hello all

    When a record for an custom entity( say A) is created, a new record of another entity( say B)  has to be created copying few attributes from A. I used a workflow to do this.

    Entity A has a dropdown which has to be copied to an attribute in entity B which is also a dropdown.

    When i place cursor on the dropdown of the entity B, nothing is showing in the attribute list of A.

    How can I copy the selected dropdow item from A to B

    Thanks
    krishna Choudary

    Thursday, September 17, 2009 1:33 PM

Answers

  • I've noticed this as well that it seems impossible to copy from one dropdown to another using workflows. My first suggestion would be to ensure the associated values to each picklist entry match exactly between the picklists as I haven't tried it and it seems reasonable to at least give it a shot. Failing this, my fallback has been to transfer the picklist value in A to a text field in B.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Thursday, September 17, 2009 5:30 PM

All replies

  • You need to create a relationship between 2 entities and after this, map the fields you wish.

    Thursday, September 17, 2009 2:42 PM
  • I've noticed this as well that it seems impossible to copy from one dropdown to another using workflows. My first suggestion would be to ensure the associated values to each picklist entry match exactly between the picklists as I haven't tried it and it seems reasonable to at least give it a shot. Failing this, my fallback has been to transfer the picklist value in A to a text field in B.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Thursday, September 17, 2009 5:30 PM