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Template / Type Formula

215 bytes added, 21:08, 22 October 2013
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* To assign the owner of the company attached to the Level 1 item to the ''Person '' field use the following statement in the Level 1 template formula box:
@opportunity.peopleid@=@company.ownerid@
 
* To populate the '''End Date''' standard field with the date the status is changed to '''Complete'''
@level1.enddate@=IF("@level1.status@"="Complete" and "@level1.enddate@"="0000-00-00" ,CURDATE(),"0000-00-00");
==Using a Level 2 Type Formula==
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