Setting assigned to on opportunities to match field on related account

Hi Zach Gonzalez ,

Yes, this should be possible! You first will need a list of database IDs of your users. The easiest way to get that is to build a report on the Users module showing the 'ID' column and their respective usernames. Once you have that, you would insert those IDs into a formula like the following on the assigned_user_name field in Opportunities doing a nest ifElse for each potential user you want to assign opportunities to:

ifElse(
    equal(
        related(
            $accounts,
            "sales_rep_c"
        ),
        "User A"
    ),
    "user_a_database_id",
    ifElse(
        equal(
            related(
                $accounts,
                "sales_rep_c"
            ),
            "User B"
        ),
        "user_b_database_id",
        ...
    )
)

                createList("Apparel")), "1", "seed_jim_id")

Depending on how many sales users you have, the formula could end up getting quite large. 

Let me know if this helps.

Chris

Hi Zach Gonzalez ,

Yes, this should be possible! You first will need a list of database IDs of your users. The easiest way to get that is to build a report on the Users module showing the 'ID' column and their respective usernames. Once you have that, you would insert those IDs into a formula like the following on the assigned_user_name field in Opportunities doing a nest ifElse for each potential user you want to assign opportunities to:

ifElse(
    equal(
        related(
            $accounts,
            "sales_rep_c"
        ),
        "User A"
    ),
    "user_a_database_id",
    ifElse(
        equal(
            related(
                $accounts,
                "sales_rep_c"
            ),
            "User B"
        ),
        "user_b_database_id",
        ...
    )
)

                createList("Apparel")), "1", "seed_jim_id")

Depending on how many sales users you have, the formula could end up getting quite large. 

Let me know if this helps.

Chris