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Topics#Data ManagementAbby Sisk's Question
Abby Sisk asked in #Data Management
Mar 29, 2016, 4:50 PM

Workflow or Process Builder: Update Lookup Field based on Text Field

I need to create a process builder or workflow to update a look up field based on the value of a text field. 

 

We have custom field Regions (text field) and I need to populate a custom field Region President (user lookup) field based on the Regions field.

 

Would you recommend a process builder or workflow to accomplish this and how would you write the formula. Would it be a CASE?

 

"Midwest", User A

 

"Central", User B

 

"East", User C

 

"West", User D

 

"Sales Operations", User E

 

"South", User F

 

"North", User G

 

 
2 answers
  1. Francisco Saravia (Amazon)
    Mar 29, 2016, 5:40 PM
    Hi Abby,

     

    You can create a Process to evaluate the Regions field and update the Region President lookup field like image below:

     

    Hi Abby, You can create a Process to evaluate the Regions field and update the Region President lookup field like image below:
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