Help with calculated fields - creating a record id based on related lookup and date

[kirstyobrien]

Sugar Version: 6.2
Sugar Edition: Enterprise On Demand
Category: Opportunities
Operating System: Windows 7


Good afternoon, I am trying to create a calculated field on opportunity module to create an internal ID for our opportunities. We are looking for the format "lookup account name on opportunitiy"-"todays date". Once created it cannot changed.

I cant find account name in the field lookup in formula builder and cannot get the format of the formula right to put two of any field together.

Any help would be appreciated.

Thanks

[Editha]

The account_name field cannot be used in a calculated field. In the studio/Formula Editor $account_name is not available and if you try the following field definition for a calculated field with name 'internal_id'

<?php
$dictionary['Opportunity']['fields']['internal_id'] =
array (
'name' => 'internal_id',
'type' => 'varchar',
'calculated' => true,
'formula' => '$account_name',
);
?>
you'll see, that it doesn't work properly.
If you select an account from the popup window there is no event 'onchange' on the account_name field.

I would calculate the field in a logic hook

[rafael.q.g@hotmail.com]

It can be performed creating a custom field and assign its value programatically.

[kirstyobrien]

Thanks, I am on the on-demand version so cant do any coding.

Rafael, can you please let me know how to programatically assign a value using a custom field - what field type etc do I select?

Thanks again!