Problem: Do you need to automatically assign child records to the owner of the parent record?
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:
- Select the child object you would like to assign to a User automatically.
- Select the lookup field of the User data type you would like to automatically populate.
- Select the child field you would like to match to the parent User object's field.
- Select the parent User field you would like to match the field you selected in Step 3.
- Save the setting.
Lookup Helper Use Case Library