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Question

Change ""Employee"" look up field matchin the record owner upon creating the record

  • January 28, 2019
  • 0 replies
  • 101 views

In the table "Ticket requests", I have a lookup field to the parent table "Employees". I would like that the ticket request record automatically sets the value of the look up field to match the record owner. Reason is that I want to profile "ticket request" depending on certain information that is related to the employee creating it (BU, country, supervisor, etc), ie the record owner.
How I can do this?
I have tried to create a rule that upon creating the record changes the "Employee" lookup to the record owner, but it fails to do this, as record owner is allocated after this moment. If I edit the same record after saving and save it again, then the rule functions and "Employee" matches the record owner. 
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I suggest having the rule only fire when the field you want to populate is blank, and also unchecking that innocuous checkbox at the bottom that says to only fire when the record changes.