i need to change value of account manager of lead to be same as account manager of selected account (customer) i tried using logichooks but it is not working for relate fields
I do it in 7 all the time. It is a bit complicated though. Let’s see a screen shot of your workflow and maybe I can help you troubleshoot.
Couple things abour relationships… they are created AFTER the record saves. So if you’re trying to create a relationship from a relationship that doesn’t exist yet on the save of a record it won’t work.
The solution is to configure it to run in the scheduler after the record saves and the relationship will be created.
i am trying using logichooks i don’t know how to do it using workflow can you please tell me how
Creating relationships with logic hooks can be tricky. Again, it’s a timing issue of when the logic hook fires vs. when the relationship is orginally created on the record you are creating/modifing.
Usually, you have run a custom scheduler job to ensure that it runs after the original record is saved and after the original relationship is created.
You can try an after save hook instead of a before save hook, but you have to be careful not to get into a loop.
Setting up a workflow that runs in the scheduler on new or modified records and builds the relationships you want is a fairly easy way to do it.
@pstevens supposedly you should be able to get a grip on that sort of issue by using after_relationship_add or after_relationship_delete instead of relying on the other hooks that fire for the Bean itself.
Have you tried those? What is your experience with them?
(I haven’t used them much, can’t say)