Client owner must be the owner of the related contact.

Hello

I need that, when a contact is created, the owner of the customer becomes automatically the owner contact even if it is not he who created the contact. Then he can give ownership to another user.

-I can't use assignment rules - because there is no contact :(
-I can not put a JoinFieldValue on the owner of the Contact field (it is not allowed)

Could someone help me on this problem?

Thank you very much.

Jon.

Hi Jon,

The first thing, since you want it to be always the account holder then you should have the formula as a default value, and not a WF.
Second, you must run the field Id. 'S called it .
Third, the formula should be JoinFieldValue ('', [], ''). Don't forget to mark the DV as a 'Default Post' for it to work.

Let me know if you still have problems,
Josh

Tags: Oracle

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