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Minhaj_Developer Arifin (FirstPagely) asked in #Data Management
Oct 15, 2017, 8:58 PM

Using Process Builder - Populate Look up fields based on other Look up fields

Hello and thank you for your help, 

 

I have a custom object called 'Emergency' which has 3 Look up fields: 

 

Related Case ID - Looks up to the Case object to display the Related Case ID

 

Person of Interest - Looks up to Account object to display the Account Name 

 

Receipt Number - Looks up to Purchase Slip object to display Receipt Number. 

 

I am using Process builder to get the following done: 

 

On the creation of an Emergency Record:

 

If Related Case ID is populated on the Emergency record then populate the Person Of Interest and Receipt Number.  

 

If Receipt Number is populated then populate the Person of Interest 

 

So far I only have it up to the point where I have specified that Related Case ID is populated.  Can you pleaste tell me how I can proceed further from here? 

 

Using Process Builder - Populate Look up fields based on other Look up fields
11 answers
  1. Mike Arthur (MikeArthur)
    Oct 21, 2017, 1:32 PM

    Hi Minhaj,

    Aha, now it is clearer 😊

    When selecting the value to populate your Person of Interest field you need to select Case (or Service Item, can’t remember which is displayed if you have renamed it) and then select the Account field.

    Same for Receipt Number – choose Case then Receipt Number.

    Thanks,

    Mike.

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