I've created a Custom Object "Onboarding Project".
I have a custom lookup field related to Users on this object, Onboarding_Lead__c
I want Onboarding_Lead__c to ALWAYS be a certain user when first created. My team will be using a quick action button on the Opportunity object to launch this.
I've attempted to use predefined values for this lookup field on that quick action, but can't get the formula correct, it keeps returning errors about boolean results.
In the past I've used Process Builder to easily prepopulate this type of field. I find Flows to not be nearly as intuitive as the old Process Builder.
I've tried to use a Get Records in an update records Flow to gather all of the USER IDs, but it produces no results and my decision tree on whether collection is Null seems to be ignored.
Is there an easier way to populate a User lookup field with the same User without having to resort to using Flows?
If you have something that already works and you just need to add an update to another field, the logic should still be the same. No need for a screen flow in this particular use case I believe!
Add another row to your update records element for your user field, and get your users Id to update it.
If this solves your question, please mark as best answer!