I would like to set up an automation rule to copy Organization to another field

Question

We have Organizations set up. When a customer enters the portal and creates a request, it is populated. I need to copy this value into another field (Customer) in the same ticket. I think it can be done with an automation rule but am having trouble accomplishing this. Any ideas?

Trudy P Claspill · Answer

@Taryn Lachter

Please start a new Question to get the assistance you need. Updating an year-old existing post notifies only the original author, responders, and watchers. That is not much visibility for your Question.

Plus, if somebody provides you with a working solution, this Question could not be marked as Answer Accepted since you are not its author.

Taryn Lachter_ynlxl2 · Answer

Hi Trudy, I have the same question. My Customer field is a multi-select searcher field as well.

Trudy P Claspill · Answer

Hello @Rachel Hafley

What type of field is "Customer"?

Organizations is a special variety of multi-selection list. If you try to simply Log the output in an Automation Rule you get something like this.

So, you will not be able to do a simple "copy" of the data to another field.

The solution is going to depend on what type of custom field the destination field is, and what you might be expecting to do with the value in that field.