1

I simply want to update a field via a Lookup.

Object Customer Master has a lookup to standard object Account (CM is a related list on the Account layouts as well). I have a custom Lookup field on the Account.

I want to stamp the ID of the Customer Master to the Account.

(there "will never be" more than one record despite the many-to-one possibility via Lookup - but EVEN IF THERE WERE, I want the CM record being touched to set it's ID into the Account custom lookup field)

In my screenshot, note that field picklist at the bottom (red). It is showing me fields from the child (Customer Master), NOT the lookup to Account (note above in green, I've picked what I want to update).

enter image description here

The verbiage is bad enough (because it calls it "record type", and on the screen where you select it, you are selecting a FIELD on the RECORD you want to update, bu the screen asks you what RECORD you want to update.

I am at a complete loss. Nothing is making sense.

How do you update a field on the lookup record using Process Builder? Every search I come up with dances around this without an actual example! I'd actually like it if someone points out something I spent an hour missing at this point. Much rather have a workflow, but... (sigh)

2

You may have selected same Customer Master object via Account I mean

Customer Master--->Account---> Customer Master

That's why, it is displaying Customer Master fields and not Account fields.

So, during record type selection select 'Account' (NOTE: without right arrow) as follows.

Then you will get all the related fields of the Account object.

Select a record to update

After choosing, Record Type will show like: [Customer_Master__c].Account

  • "Without right arrow". (sigh) Yep, I needed that slap in the face. THANK YOU. Totally makes sense, since it kept taking me to Account and then since forced to do so, I was selecting the very field I want to update.. the lookup back to the very object being Processed. Wow. Thanks again. I just lost two geek points... – AMM Oct 28 '16 at 12:19
  • Unfortunately, though it is clearly defined properly, it does not work. Figures. No errors, no nothing. Rewrote it 3 times, now it's literally "every edit of CustMast, stick the CustMast ID onto the Account lookup field". Nothing. The next investigation begins. Yay. – AMM Oct 28 '16 at 12:45
  • And... I think posting here sometimes causes your (my) brain to suddenly work. The first step was set loooong ago to "when created". Blah. Thanks again. – AMM Oct 28 '16 at 12:46
  • 1
    Nice to hear that :) – Santanu Boral Oct 28 '16 at 13:34

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