Our Capital Projects are associated to multiple Property records. I’m trying to figure out a way to populate a single text field on the Project record with the names of all of its associated Property records.
I’d assume I need a workflow to do this, but haven’t figured out how to use the Modify task. I tried creating both Retrieve and Query tasks to get a list of Property records and thought the “Task Data Picker” sounded like an option, but when I select the Retrieve or Query task, it puts a “null” in it. I’ve never used Task Data Picker before, so I’m reading up on it to see if that’s what it’s used for. Has anyone ever done anything like this? If so, I’d appreciate a little guidance.