Cube Yogi
Cube Yogi
Leader in Zoho Solutions/Consultation

Update Account module's field value by Contact module's value

Here is our approach to update Account module's field value by Contact module's value

Our Assumption 

1. We assume that you have 'Billing Contact' lookup field of Contacts module in Accounts module

2. 'Billing Email' is a custom field in Accounts module

3. You want to update the associated Billing Contact's Secondary Email in 'Billing Email'

Approach 

We've given the steps to update Account module's field value by Contact module's value

1. Create workflow to update 'Billing Email' in Account

1.1 Tap on Settings icon

1.2 Tap on "Workflow Rules" under AUTOMATION 

1.3 Tap on "Create Rule"

1.4 Fill all mandatory  fields as mentioned in the image and tap on Next

1.5 Choose "On a record action"

1.6 Choose the following  as mentioned in the image and tap on Next

1.7 Choose 'All Accounts' and tap on Next

1.8 Choose "Function" for Instant Actions 

1.9 Tap on "New Function"

1.10 Choose "Write your own"

1.11 Give Function Name as mentioned in the image

1.12 Tap on "Edit Arguments"

1.13 Choose Param value as mentioned in the image and tap on Save

1.14 Copy  and paste the below Code Snippet and tap on Save

1.16 Tap on "Save"

Code Snippet 

Related Community Question

 Custom Function to populate Email Field in Opportunity from Related Lookup Field | Link

Hi guys, have a question quite related to this one if I'm not mistaken. In the accounts module I have an extra lookup field for contact person (billing contact) and I want to auto populate billing email (in accounts module) with the secondary email from that billing contact.

How do I do that? :-)

Appreciated