Hi all, I just downloaded Lookup Helper and built my first one. What I'm looking to do is pull into a field on the Task the Owner Id of the record that's in the What Id field. I created a lookup field on the Task level to the Account.
Then I built my Lookup Helper:
I've set it to run a few times, and the Account_Owner__c field is not populating. What am I doing wrong?
Hello Kelsey,
From your screenshot it looks like you are trying to match the WhatId field to the OwnerId field of Account, since WhatId can never point to a User it would be expected for this setting not to make any matches.
In order to pull the Owner ID of a related Account to a Task first you must have a Lookup Field populated which relates the Task to the Account.
This can be accomplished by matching the WhatId field to the AccountID field in order to populate a new lookup fieldto Account on Task.
Once you have this Lookup field populated by Lookup Helper you can create a formula field to pull down the OwnerId value from that Account to the Task.
If you would like help setting this up please feel free to sign up for a screenshare call on our website here:
