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Topics#Data ManagementMichael Dely's Question
Michael Dely asked in #Data Management
Jun 19, 2019, 1:20 PM

Task Object - Need to Pull in Lookup Field

I have a lookup field on the task object.  It is related to the contact record as well as the household.  I cannot seem to figure out a way to pull the lookup field into the task automatically upon creation.  The Lead Advisor Lookup Field (Highlighted in Orange) is associated with Name.Contact of Daniel Smith as well as the Household, which is a "Related To" option.  Can someone help me see this thru?  I have included my Workflow via Process Builder as well as a screenshot below.  The Process Builder is basically set to say if the Lead Advisor is Null then the immediate action is the following (listed below).  Appreciate it! 

 

Thanks,

 

Mike

 

Task Object - Need to Pull in Lookup Field

 

User-added image
46 answers
  1. Om Prakash (AppyCrown Private Limited)
    Jun 20, 2019, 6:58 PM
    As we can't create another User Lookup as already there one custom User lookup is on Task.

     

    So we need to pull the Name and Email field as discussed earlier.

     

    In current flow, you already have a Contact record variable.

     

    Use a Get Element like below for query User record by advisor id.

     

    As we can't create another User Lookup as already there one custom User lookup is on Task. So we need to pull the Name and Email field as discussed earlier.

     

    User-added image

     

    Now Edit existing "Assignment" element as below to assign User's(Advisor) email and name on Task new fields. (Email and advisor name)

     

    User-added image

     

    Now flow will be rearranged like this.

     

    User-added image

     

    No any changes in other elements of this flow, or no changes in existing process builder.

     

    Give it a try. One time stuff and all set.
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