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michaellee.ampfmichaellee.ampf 

Getting the Owner Role via workflow or formula?

Hi,

 

We'd like to be able to capture the role of the owner on a custom object when the record is originally created.  (Since the owner role may change over time, even if the OWNER stays the same.)  

 

I'm looking, and I don't believe that I can do this through a workflow rule -- though I'd rather not have to get into a trigger if it isn't actually necessary.  (But I would believe that it might be.)

 

Thanks,

Michael

Best Answer chosen by Admin (Salesforce Developers) 
SteveMo__cSteveMo__c

Sorry, you've gotta do a trigger

All Answers

SteveMo__cSteveMo__c

Sorry, you've gotta do a trigger

This was selected as the best answer
michaellee.ampfmichaellee.ampf
That was what I had already concluded.  Sadness!
Santro652Santro652

You can get this via workflow rule just use this in the field to update in workflow: $UserRole.Id, i am using this to populate it on the record which is being used in criteria based sharing.......