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ReportI want to copy the value of the lookup field onto a text field. Is this possible via Business Rule or do I have to create a workflow?
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I want to copy the value of the lookup field onto a text field. Is this possible via Business Rule or do I have to create a workflow?
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You cannot do it using Business Rule
Hi,
Business rules have "type checking", so you can't just put the value of any field into just any other field - they have to match. Workflows are less restrictive, but those changes won't be visible in the UI right away.
You can still use a javascript, though.. Here is an example of how you can access the lookup in JS:
arunpotti.wordpress.com/.../get-lookup-id-text-entityname-in-crm-using-javascript
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