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Topics#Data ManagementSfdc User's Question
Sfdc User asked in #Data Management
Sep 28, 2017, 7:34 PM

workflow field update when added a user to Lookup field

Hi..I have a Lookup field ADD USER and other text field EMAIL ID. I need to have the email ID populated based on the user chosen in ADD USER field and i do not want to use/make EMAIL ID a formula field. How can this be achieved using Workflows ? 

 

appreciate your help.
4 answers
  1. Doug Burkhart (Centric Consulting)
    Sep 28, 2017, 7:59 PM

    In that case, create a Process that anytime the ADD USER field is populated upon creation or changes and is not blank:

    OR(
    AND(
    ISNEW(),
    NOT(ISBLANK(ADD USER))),
    AND(
    ISCHANGED(ADD USER),
    NOT(ISBLANK(ADD USER))
    )

    Update the Email ID field and reference the ADD USER's Email Address.

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