For my Cases I have a service type, like TANF. This is a lookup from the Programs table. The Programs table has an attribute for the name of the person on the Finance team who works all requests for that Program; so, the TANF record has Susan as the finance worker.
When creating a Case record, if I select TANF from the Program lookup, I want "Susan" to also be populated on the Case record as the finance worker. How do I do that?
This seems so logical; i.e., bring down two values based on your lookup, but it doesn't seem straightforward in the tool.
Thanks!