I have a question for you knowledgeable people

On the contract object we have a field called “Client Director” which is a look up to the contact record.

Field: Client Director field api : Client_Director__c Datatype : (Lookup(Contact)

On the contact there is a field called Contact Owner Role

Field: Contact Owner Role field api : Contact_Owner_Role__c Datatype : formula formula : Owner__r.UserRole.Name

I somehow need to get the owner role on the contact record onto the contract object Any ideas how this can be done ?


You don't need a trigger for this. You can do it with a formula on the Contract object. Just create a formula equal to "Client_Director__r.Contact_Owner_Role__c".

  • Kyle You are a * :) – user8746 Jul 25 '14 at 15:17

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