Ask Search:
Julia SJulia S 

how to display data from one text field in another text field

Hi - 

Is there an easy way to show the text from one field in another field?

 

Background: I have a custom field that's part of a package installed from the AppExchange. One of my users wants to use this data to report on in Tableau, but the custom field's character limit is too high and I'm not able to modify that attribute (max for Tableau is 4000 characters). I should mention that although the charater limit for the original field is 10,000, there are no records that exceed 4,000 characters.

 

I would like to create a text field with a 4000 character limit, and have the default value be whatever is in the custom field.  This is the formula I have:

TEXT (CBIS__CBI_All_Investors__c)

I get the following error:

Error: Field CBIS__CBI_All_Investors__c may not be used in this type of formula

Is there a way to make this work, or any other work-around that I'm not thinking of?  

Best Answer chosen by Julia S
Pratima ShriPratima Shri
Hi Julia,
So you are trting to use CBIS__CBI_All_Investors__c field which is already existig but want to create another field which will bring the value from CBIS__CBI_All_Investors__c? 
If this is the case, simply create a formula field of type text then just use the field CBIS__CBI_All_Investors__c without TEXT
If the formual doesnt work, then you can create a workflow or proces sbuilder to update the new field of type Long Text area to update this field with the value from CBIS__CBI_All_Investors__c.

Pleas elet me know if this is not the case.
Thank you

All Answers

Pratima ShriPratima Shri
Hi Julia,
So you are trting to use CBIS__CBI_All_Investors__c field which is already existig but want to create another field which will bring the value from CBIS__CBI_All_Investors__c? 
If this is the case, simply create a formula field of type text then just use the field CBIS__CBI_All_Investors__c without TEXT
If the formual doesnt work, then you can create a workflow or proces sbuilder to update the new field of type Long Text area to update this field with the value from CBIS__CBI_All_Investors__c.

Pleas elet me know if this is not the case.
Thank you
This was selected as the best answer
Matt GraderMatt Grader
Hi Julia. I believe the maximum length a formula field that returns text is 3900 characters.  
What field type is CBIS__CBI_All_Investors__c?  
One other option would be to use a workflow rule to set the field value.
Nick SauerNick Sauer
When you say default value, are you indicating users will be starting with that value and then adding additional text?  If so, this will rule out formula field and take you in direction of WFR/PB as Pratima/Matt indicate.
Julia SJulia S
Thanks for all your help, Pratima, Matt, and Nick.  I did end up using process builder to duplicate data into the new field going forward.  For existing records I used data loader to do a mass update.