Convert a cross reference field as based on record creator group
I have a cross reference field from Member Firm Application.we have groups for every member firm which has member firm name associated with it at the end. For instance XXX Group - [Member Firm Name]
I have a users/groups list which has all groups and option default to users group selected. In this way, I am getting the record creator group.
When a record is opened, based on the record creator group I would like to select that particular Member firm automatically in cross reference field.
Is this possible?
My requirement is somehow identify member firm name based on record creator group when New record is opened. Not when saved.
Please help me.
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Data doesn't flow from parent to child on creation, as it requires a save to do so. The only exception would be a questionnaire, which does calculate and save on creation. If you can use a questionnaire, setup the field on the questionnaire to calc to match your field on the Target App, and on creation it should populate with the same.