Hello - I have tried few solutions ( trigger, process builder, lookup helper) based on what I have found online but no luck so far :/, so any help is appreciated. 

We have a custom object to enter  Incidents: c4g_Incident_Report__c
This object has a lookup field "Reporting Staff" that looks up in the "user" object: c4g_Reporting_Staff__c

Looking for a solution that will auto-populate, before insert, the lookup "Reporting Staff" field with the name of the current user creating the entry. 

I have a workflow rule to send an email reminder. I need a rule criteria with a formula that evaluates if a date field is empty or not, in order to send the email. If the field date is empty, send the email.

Using the rule criteria builder, the rule is supposed to run if the formula evaluates to true, but I tried many formulas with no luck. Examples of what I tried are:
c4g_Contact__r.c4g_Primary_Enrollment__r.c4g_Actual_Discharge_Date__c  =  NULL
ISBLANK(  c4g_Contact__r.Primary_Enrollment_Discharged_Date__c   )
ISBLANK(  c4g_Contact__r.Primary_Enrollment_Discharged_Date__c   ) = TRUE

Any idea what I could be missing here? Thanks for any help.




 

Hello - I have tried few solutions ( trigger, process builder, lookup helper) based on what I have found online but no luck so far :/, so any help is appreciated. 

We have a custom object to enter  Incidents: c4g_Incident_Report__c
This object has a lookup field "Reporting Staff" that looks up in the "user" object: c4g_Reporting_Staff__c

Looking for a solution that will auto-populate, before insert, the lookup "Reporting Staff" field with the name of the current user creating the entry. 

Hello - I have tried few solutions ( trigger, process builder, lookup helper) based on what I have found online but no luck so far :/, so any help is appreciated. 

We have a custom object to enter  Incidents: c4g_Incident_Report__c
This object has a lookup field "Reporting Staff" that looks up in the "user" object: c4g_Reporting_Staff__c

Looking for a solution that will auto-populate, before insert, the lookup "Reporting Staff" field with the name of the current user creating the entry. 

I have a workflow rule to send an email reminder. I need a rule criteria with a formula that evaluates if a date field is empty or not, in order to send the email. If the field date is empty, send the email.

Using the rule criteria builder, the rule is supposed to run if the formula evaluates to true, but I tried many formulas with no luck. Examples of what I tried are:
c4g_Contact__r.c4g_Primary_Enrollment__r.c4g_Actual_Discharge_Date__c  =  NULL
ISBLANK(  c4g_Contact__r.Primary_Enrollment_Discharged_Date__c   )
ISBLANK(  c4g_Contact__r.Primary_Enrollment_Discharged_Date__c   ) = TRUE

Any idea what I could be missing here? Thanks for any help.