Access parent record in formula field
Formula fields in CRM are very useful. While I can use various functions on record's fields, I cannot seem to be able to access parent's record.
Example:
- I have a custom module Transactions and then a lookup field on Deals module allowing 1:many relations
- so from a a Transaction record standpoint Deal record is parent
-> I have a formula field in the Transactions module and want to access Deal.amount field of the parent record in the formula.
I don't think it's currently possible. Correct?
Perhaps the closest thing I can think of is a workaround via field of lookup on the child record, but that's not good enough because:
- I do not want to copy the data, i. e. I do not want to recreate the amount field on the Transaction record - it's a n unnecessary redundancy
- I do not want to copy the data, i. e. I do not want to recreate the amount field on the Transaction record - it's a n unnecessary redundancy
- currently field of lookup is not synced: https://help.zoho.com/portal/en/community/topic/auto-sync-field-of-lookup-value
That makes me think that if accessing the parent in the formula field was possible, then field of lookup would not be necessary as a feature in first place :)
Wanted to double check anyway!
Wanted to double check anyway!
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