I am creating a record with an SFM button and would like to reference a field from a lookup field on the source object.
Basically, we are creating RMAs from Installed assets and I would like to set the To Street, To City, To State, To Zip and To Country fields with our shipping fields from the Installed Assets associated account.
I was trying something like SVMX.CURRENTRECORDHEADER.SVMXC__Company__r.Shipping_Street__c but that's not working.
Currently there is not a way to do a cross object reference past 1 level via an SFM. You will need to have the data (fields) referenced on the Installed Assets Object to then be able to map it via the SFM to the new record. Please create an idea for this item in the Ideas Exchange .