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Toby Tarczy
Process Builder - Inserting a field based on a lookup field value
Hi
I am new to process builder, and with some help I managed to create 2 processes.
I have a process whereby i would like to populate the primary filed of an object to be equal to the lookup value of contacts from an account. Here is the structure:
Object - Work Request Resource
Case if Work_Request_Resource.Contact__c is not blank
Action - update and edit Work_Request_Resource.Resource_Name_cc to equal Work_Request_Resource.Contact__c
I was also thinking of a trigger but I can't get the trigger to update the primary field.
The reason why I am taking this round about way is so that I can see the Contact Name on lookup lists, and not just an ID
My preference would be to use Process Builder, however I am open to triggers
Many thanks in advance
I am new to process builder, and with some help I managed to create 2 processes.
I have a process whereby i would like to populate the primary filed of an object to be equal to the lookup value of contacts from an account. Here is the structure:
Object - Work Request Resource
Case if Work_Request_Resource.Contact__c is not blank
Action - update and edit Work_Request_Resource.Resource_Name_cc to equal Work_Request_Resource.Contact__c
I was also thinking of a trigger but I can't get the trigger to update the primary field.
The reason why I am taking this round about way is so that I can see the Contact Name on lookup lists, and not just an ID
My preference would be to use Process Builder, however I am open to triggers
Many thanks in advance
You will not be able to update the resource name with Contact Name, as the look up field will contain id only. You need to write the trigger for this.
The sample code for trigger would be like this: You need to update field and Object API Name as per your object model. You can also contact me either on my email id: neetu.bansal.5@gmail.com or Skype Id: neetu.bansal.5
Let me know if any other information is required.
Thanks,
Neetu
All Answers
You will not be able to update the resource name with Contact Name, as the look up field will contain id only. You need to write the trigger for this.
The sample code for trigger would be like this: You need to update field and Object API Name as per your object model. You can also contact me either on my email id: neetu.bansal.5@gmail.com or Skype Id: neetu.bansal.5
Let me know if any other information is required.
Thanks,
Neetu