Is there a way to pull the master's related user onto the child every time a child record is created? I can't seem to accomplish this with workflow.
4 Antworten
You can pull the related User name(Concretely User name (TEXT) ) in the child record using Formula field or Workflow field update,The syntax would be something like this:-
Account.User lookup field __r.Field name__c
Replace the User lookup field name with the name of the User field on Master object
Replace the Field name with the name of the Field on User object.