Top Use Case: Assign Child Record to Owner of Parent Record

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:

1. Select the child object you would like to assign to a User automatically.
2. Select the lookup field of the User data type you would like to automatically populate.
3. Select the child field you would like to match to the parent User object's field.
4. Select the parent User field you would like to match the field you selected in Step 3.
5. Save the setting.