Update Child record owner from ondemand workflow

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Posted on by dkrishna

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Hello,

I have child record on that there is lookup field when a value changed on lookup field then selected record owner of lookup should get updated to child record.

how to implement this in ondemand work flow?

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LuHao 40,886 on at

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RE: Update Child record owner from ondemand workflow

Hi krishna,

First of all, your requirement states that you want to start the workflow when the lookup field is changed, then this is not an on-demand workflow, just a normal workflow.

Do you want to update the owner of the child record according to the owner of the record in the lookup field?

If so, I will use Account and Contact as examples.

There is an account lookup field 'Company Name' on the contact form. So the owner of the contact needs to become the owner of the account in the lookup field 'Company Name'.

Create a new workflow. Select Scope as Organization, select Start when as Record fields change. Select the lookup field.

Add a step 'Assign Record', select entity as Contact, click Set Properties. In the Form Assistant, select the entity of lookup field and Owner, add it to the Value.

Activate this workflow.