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I have two custom objects with a master-detail relationship. The master has a user lookup field that needs to be referenced for an email alert when child object records are created. 

 

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
  1. 4. Nov. 2013, 10:05
    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.
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