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Alison Richards
update lookup field
I have created a custom object called Project and which holds two look up fields Project_Manager__c and Project_Coordinator__c. I am trying to have those fields be updated by the look up fields on the Account object also named Project_Manager__c and Project_Coordinator__c when a project is created. Any help is greatly appreciated. I was told apex trigger was the way to go.
Thanks.
Thanks.
Daniel Zeidler (DZ)
I think you should be able to do this with Process Builder. Try creating a Process on the Project object which fires when a project record is created. Then have it set those fields to match those on the related account.
Alison Richards
Thats the first route I took, however it doesnt like me user the field, the user id it doenst like any of it.
Daniel Zeidler (DZ)
What sort of error or restriction are you getting?
Alison Richards
No error message, the look up foield on the project object just would populate with the look up information on the accoutn object. From searching it states lookup field won't work in process builders.