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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

 

 
3 answers
  1. Jun 18, 2019, 6:43 PM
    Upon the task being saved, so in essence "creation."
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