Hi,

We have a custom object hooked up to the Account object called "Environment." It basically tells our users what our customers current software environment is. We have a lookup field on our Cases that points to the Environment in question for a particular Case.

The problem is that whenever we update our Environment, the lookup is going to point to that Environment as it currently exists, not as it existed at the time of the Case.

To fix this, I'm trying to create a workflow rule that updates a text field on the Case object to display what the Environment's "Release #" is at the time of the Case. It's just a static field and we don't want it to change.

So I've set up a workflow rule for Cases with the criteria:

ISCHANGED(Environment__c)

(Where "Environment__c" is the lookup field on the Case.)

So when the "Environment__c" is chosen, it should update a standard text field "Static Release #" on the Case object to display what the "Release #" is on the Environment case.

What I'm trying to do with the field update workflow:

"Static Release #" = "Environment__r.Release#__c"

Of course, if I try to do that it tells me I need to pick a CASE() or ISPICKVAL() formula, and neither of those look remotely helpful.

Am I doing something wrong or is this beyond the realms of SFDC?