Process Builder - Update Lookup field from formula/text field?
There is a lookup relationship from Object A to Object B. Object A has a formula that populates one of 17 different 18-digit IDs from Object B based on what is chosen in a particular picklist on Object A. I want to populate the lookup to Object B with that formula's result.
No matter what I try, the formula field will not show up as an available field to update the lookup field - only actual ID/lookup fields are showing up as options to update the lookup field. I've also tried committing the formula value to a regular text field via field update, but even the 18-digit text field is not selectable when using Process Builder to update the field - it seems it only allows lookups to be populated by other lookups.
Does anybody have any suggestions? Thanks.
Notice that the two other Lookup(Contact) fields (LeadReferralContact__c, Realtor_Mgmt__c) do show up in my Process Builder options to "Select a Field," just not the one I want! Help?
I just had a similar problem and found that Lookups dont appear in process builder field references of formulas unles they are required. Once I checked the box on the custom lookup field to make it required, I could choose the field through process builder.
If you just created your custom field, I realized it doesn't appear immediately on the process builder page. Leave your page, refresh and come back again. The new fields should appear. I'm hoping they'll put the possibility of matching ID fields with formulas in next Release, it would allow a lot of new actions with this tool.
Can you share how you were able to achieve this from declarative formula.
I need to assign the lookup field with the id that is stored in Text field ( via process builder).
Hey Simon, can you share how you were able to set a Lookup field in process builder using a value stored in a formula text field?
It seems your solutin is in hot demand! Can you shre how you got this to work?