Top Use Case: Assign Child Record To Owner Of Parent Record

If you have a need to automatically assign child records to the owner of the parent record, look no further for a solution! With Lookup Helper you are able to set a custom or standard user lookup field for a record automatically by referencing information available on a parent record.

Steps to create Lookup Helper Setting:

  1. Select the child object you would like to assign to a user automatically.
  2. Select the user lookup field you would like to automatically populate.
  3. Select the 'Relate child object when the value in a field matches the name/id of the user' Lookup Helper setting type.
  4. Select the parent lookup field (containing the '>' at the end of the field label) that contains the owner you would like to assign to the child.
  5. After selecting the parent lookup field select the user lookup field on the parent object.
  6. Save the setting.