anderj39
Workflow Hero

How can I pull in a Manager's name, based on another People field?

I have a CSR people lookup field.  And I have a Manager people lookup field.

 

When a User inputs the CSR name, I would like the Manager name to be populated accordingly. How can I pull that in?  The User completing the info is NOT the named CSR.

 

I've read about the query profile command, but can't seem to get it working.  Any help would be appreciated!

 

 

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kunalpatel
Automation Master
Automation Master

Re: How can I pull in a Manager's name, based on another People field?

@anderj39 .....for Manager field on the form you can use the calculated control and using userprofilelookup function, you can get the manager's name. You can then connect the control to the list column.

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anderj39
Workflow Hero

Re: How can I pull in a Manager's name, based on another People field?

Thanks for the quick reply!

 

How would I write that formula out?

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