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Rick SF Admin
Cross object field relationship for lookup fields updates
I've created a custom object (Bids__c) related to another (master) object (Opportunites__c). The Opporunities object has a custom lookup user field called VP (VP__c). The Bids object also has a custom lookup user field called VP (VP__c). I'm trying to set this up so that when a New Bids record is created from the related list of the Opportunites object, the VP__c field autopopulates with the same (lookup) user from the related Opportunities record. I do not want users to have to manually choose a VP on the Bids object.
Bids are connected to an Approval Process that the Related User, in this case is the user in the VP__c field, has to approve.
Please Help! Thanks.
Bids are connected to an Approval Process that the Related User, in this case is the user in the VP__c field, has to approve.
Please Help! Thanks.