Discussion:
Picklist values
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Wendy
2010-06-18 21:12:44 UTC
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Is there a way to display a chosen picklist value from the lead entity in the
account entity when the lead is converted to an account? I don't want to
have to maintain two picklists just to view the value after the lead is
converted.
LeonTribe
2010-06-22 12:23:16 UTC
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Post by Wendy
Is there a way to display a chosen picklist value from the lead entity in the
account entity when the lead is converted to an account?  I don't want to
have to maintain two picklists just to view the value after the lead is
converted.
There is no such thing as universal picklists in v4. You can create a
new entity which is a 1:N child to leads and accounts that stores the
values but that's about as good as it gets.

Leon Tribe
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AdamV
2010-06-27 10:49:37 UTC
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Alternative approach - add a text field on the Lead. Use javascript on
the form to copy the value from the picklist to the text field whenever
the value changes (you can hide the text field or put it in an "admin
use only" section on a separate tab. if you make it read-only don't
forget to use forceSubmit=True).

If the picklist can be altered in workflow you will also need to copy to
the text field there too.

Add a text field to the Account as well and map through from the Lead.

Hope this helps.
Adam
Post by Wendy
Is there a way to display a chosen picklist value from the lead entity in the
account entity when the lead is converted to an account? I don't want to
have to maintain two picklists just to view the value after the lead is
converted.
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