I have a task level custom field - that is related back to Customers. I want to have the default value for this field dynamically come from the customer related to the given project that the task is contained within - I tried playing with the FindObject function without any luck - thanks in advance for any ideas!
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Hi,
You cannot use nested or related data as a default value for a custom field.
You can however populate that with a workflow rule on creation.
1. Runtime: on creation
2. Update the custom field / Run on Customer.
3. Value=TargetObject.
Please let me know if that worked.
Good luck!
Tamir
bingo! - thanks Tamir!
I know this post is quite old but would you be willing to share the complete syntax of what you created?
Thank you!
Hi Greg,
Depending on your exact setup I think it may look something like this:
I hope this helps.
Roland
Ronald, thank you very much for the quick response, sorry to be slow on the update here but still having an issue. I have a customer field for the customer called time zone and have those built out, i'm now trying to pull that field onto the project card after the person creating the project puts in the customer name on the card. so what i'm doing is trying to get that time zone field to show on the project card once they put in that client name.
Trying to have the workflow below update the time zone at the project level but from customer but geting the below error, thanks for any additional tips.
Hello Greg,
Based on the error, you need to put the failing formula within ToString().
I hope this helps.
Roland
