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SapamrmSapamrm 

Show user info of the owner on the account record

I have a custom field on the user object.
I would like to show this field on the account object, with the user field info related to the account owner!

Right now it is possible to show user information on the account page, but only user information of the user who created the record and the user who last modified the record. But not of the user who owns the record.

Is this possible?


Thanks in advance!

Ankit AroraAnkit Arora

I hope you are using formula fields on account to display info of users (last modified , creator) and not able to display the info of user you own it. In formula you can't access anything from OwnerId so what you can do is create another field which will be for internal use and will be a user lookup. Now fill this user lookup with owner.

 

Now you can display any info of owner using that lookup field.

 

Thanks

Ankit Arora

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metaforcemetaforce

Ankit's solution works like a charm for me!
SapamrmSapamrm

Hi Ankit,

 

The solution you suggest works indeed, but it doesn't really help me since:

- the value in the lookup field has to be chosen manually for each single record

- when the record owner changes, the value in the lookup field remains unchanged, and thus incorrect

 

This would all be solved if it would be possible to create a workflow field update for a lookup field, but apparantly this is still not the case..

 

Do you happen to know an alternative solution to get round this?

 

 

Thanks.