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MichaelABMichaelAB 

Lookup field needs to equal the value of another Lookup field

I need the CUSTOM Lookup field, 'Signing Rep', to equal the value in Lookup Field, 'Lead Owner'.
'Lead Owner' is a Standard Lookup field and 'Signing Rep' is a Custom Lookup field.
 
Is this possible? Any Lookup field experts out there?

Thanks.

Michael
Steve :-/Steve :-/
Is this field located on the Lead object as well?
MichaelABMichaelAB
they are both in leads, yes
Steve :-/Steve :-/

Unfortunately you can't auto-populate a Lookup field via a Formula or a Workflow Rule with a Field Update.  But you can at least create a Validation Formula that will throw an error if the 2 fields are not the same.

 

 

OwnerId <> Custom_Lookup_Field