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SueHall
Cross object formula - Pulling over Opportunity Owner
Does anyone have a solution for pulling over the owner of a record from a standard object to a custom object?
Tried using the cross object formula but it only pulls the owner ID and I am looking for the actual owner name. My users are looking for the field to "auto-populate" rather than have to use a look up. Any thoughts?
Example:
Opportunity Owner - need to pull the owner name into a custom object
The two objects currently share a master-detail relationship with the opportunity as the master
Tried using the cross object formula but it only pulls the owner ID and I am looking for the actual owner name. My users are looking for the field to "auto-populate" rather than have to use a look up. Any thoughts?
Example:
Opportunity Owner - need to pull the owner name into a custom object
The two objects currently share a master-detail relationship with the opportunity as the master
Unfortunately this does not work because the Workflow field update does not allow you to specify the Record Owner in the lookup field update. For User Lookup fields in workflow updates, you can only pick a specific user, not reference the record owner.
:-(
Has anyone figured out a more elegant solution? My hack around involves nested if statements that populates the name based on the USER ID.
Anything better?
I got a solution for this but its very similar to solution provided by @Jakester except it'll have an apex trigger instead of workflow rule.
I did this on my account object.
Steps:
1) Make a Lookup(User) on Account: Owner_Copy__c
2) Apex Trigger:
trigger ownerRole on Account (before Insert, before Update) {
for(Account a : Trigger.New){
a.Owner_Copy__c = a.OwnerId;
}
}
3) Next a Formula Field:
Account Owner Role (Text) = Owner_Copy__r.FirstName