Hello!
I have two fields on my lead object which I need to work together. The "Branch" field is a lookup field to a custom object. The "Internal Referrer" field is a lookup field to the User object. I am using Process Builder and attempting to automatically populate the Branch field with the correct lookup value based on the text located in a text field that's present on the User record. Here's an example:
If the text in the "Department" field on my Internal Referrer is "Main Branch," populate the "Branch" field on the lead with the lookup value "Headquarters." (There will be several of these if statements, so I'm assuming I would use the CASE function, but can't figure out how to dictate which field receives the value).
Screenshot for visuals:
Thank you!
Ashley
Hi @Ashley Freiheit,
If you want to update the field that you have shown in the screenshot , then you will have to write an automation logic for same , either in trigger / process builder / flow.
If you want to achieve via formula field you will have to create a new formula field for the same.
