Hoping someone can help me with an issue that is stumping me. Here is when I am trying to do:
We have each of our stores set up as an employee. I want to link each store to it's own personal accountant and then assign a task to that accountant when the store raises a certain type of request.
Each accountant can have multiple stores assigned to them so this is a many to one relationship.
Here is what I have done:
I have set up the Accountant link field and relationship in the Frs_CompositeContract_Contact object:
I then imported the Display name of the accountants into the accountant field above.
So far so good. I can see the accountants I have imported on the store's employee page.
The problem I am having is that I still cannot assign tasks to the customer's accountant, it just leaves the owner field blank. Here is the expression I used for this - $([Frs_CompositeContract_Contact#.ServiceReqAssociatedCustomer][Frs_CompositeContract_Contact#.Accountant]NetworkUserName). I have tried using this expression $([Frs_CompositeContract_Contact#.Accountant]DisplayName) in an email quick action from the contact record. This also just shows as blank, even though I can see the linked accountant on the form.
Anyone know what I have done wrong?