Workflow: assigning ownership of record to owner of parent record.

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Posted on by MichRX7

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As a franchise based company I need to automatically assign new records to items so that specific franchise business units are unable to see other franchise records. I can do this through a workflow, but I must enter an if/elseif statement for each franchisee, edit those records if a franchisee leaves and add new one's if a franchisee is added. This can be a pain and susceptible to mistakes when you have as many franchisee's as we do.

My question is: is there a way to simply say look at ownership of the parent record and set this record owned by same? For instance, someone creates a new contact, I want the workflow to look at the parent Account and assign ownership of the contact to whatever user/team owns the parent Account. Seems like it could be one line rather than 150 if statements.

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RE: Workflow: assigning ownership of record to owner of parent record.

In your example, you set the value to {Owner{Parent Customer{Account}}}, but that does not appear to be an option for me. I'm wondering if this changed with conversioning changes between your original post in 2013 and now (2015). Can you share what the new value would be? I cannot seem to find the correct fit. Thanks.
MichRX7 245 on at

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RE: Workflow: assigning ownership of record to owner of parent record.

Brilliant, thank you for helping write my first (of many) workflow processes.