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John Morgenthaler 님이 #Data Management에 질문했습니다
2020년 10월 29일 오전 3:03

Auto-populate related lookup field

I'm trying to auto-populate the related account field when I create a new Time Log from the related section while on the Case object. The Case does have the related account field on it. I created a Flow and Process Builder but it doesn't seem to be populating. Any help is appreciated! 
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  1. Andrew Fragias (Lumary)
    2020년 10월 29일 오후 5:52

    Hi,

    You won’t need to launch a workflow. What you can do is have the process builder launch on creation of the time log record only and then set the criteria where Account is null then set the action as update records and then map the account field on the time log then use field reference and reference the case object account field

    Regards Andrew Fragias

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