I have two page layouts. One is for Customers, the other is for Partners.
I have two Partner Fee fields. One is on the Customer page layout, the other is on the Partner page layout. They are both picklists.
These two layouts are connected by a lookup field, "Partner", which is on the Customer layout.
I need the value inside the Partner Fee Field on the Customer layout to match that of the Partner Fee Field on the Partner layout, but I also need it to be editable. So if I chose to make the Partner Fee 10% for a Partner (let's call this partner, "Test"), the Customer that "Test" is connected to via lookup field should then have a Partner Fee of 10%, too. But I could change it to 40%, if I wanted to.
To achieve this, I've tried a process builder with multiple field update flows and several workflow rules (as there more is than just one value inside the picklist field, Partner Fee). But it's not working; I feel like I'm missing something obvious. Can I even do this in a workflow or process builder?
My workflow rule criteria is:
ISPICKVAL( Partner__r.Partner_Fee__c, "10%")
My workflow action is a field update, that updates the Partner Fee field on the Customer layout to read "10%" too.
So my question is, can anybody see what I'm doing wrong?