I have a lookup field on an account and I want to do one of two things-trigger an email alert if/when the value in the lookup field changes (it looks up to "User" in case that helps) or, even better, have the value of that lookup field be the account owner.
We have accounts for our resource homes and the lookup field is the recruiter assigned to the home. The recruiter does not always create the record, so sometimes they are not the account owner.
In an ideal world, whoever was in that field would be the account owner as well. Is it possible for that to happen automatically?
If not, can I trigger an email alert to the new person in the field whenever it changes? I'm struggling with the ISCHANGED formula with a lookup field.
Thanks for your help!
3 respuestas
Unfortunately we cannot update a Lookup Field with neither Workflow Rules nor with Process Builder. You'll need a Flow Trigger instead.
As a workaround, you can use a Workflow Rule + Email Alert instead. Your WFR specs will be:
Evaluation Criteria: created and every time it's edited [2ND OPTION]
Rule Criteria: formula evaluate to true
Formula:
ISCHANGED(Lookup_Field__c)
