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Create Field to Reference User from Related Object

I'm trying to create a custom field that will simply look at a related object and copy the name of the user to the new custom field. For example, we have a custom field in "programs" that is populated with a user. I want to create a custom field in "requests" that simply grabs the name of this same user and populates.

Formula fields in custom fields don't allow for going to related object fields. So I'm not sure how to solve.

Any ideas? Thanks.

Dan Cowell Answered

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You will need a custom field and then a workflow rule that populates that field. Note you may also need a scheduled workflow rule to populate the data the first time around. 

Josh Santos 0 votes
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