This automation feature manages a business situation where, based on a specific field value, such as Type of Opportunity, a matched owner will be applied to the specified people field.
Configuration
In these configuration steps, we are using the Opportunity list name but any list can utilize this feature.
Add the following three Advanced Settings:
Setting Name: [listname]ManagerColumn
Setting Value: [name of person column]
Setting Name: [listname]TypeColumn
Setting Value: [name of column specifying the item ‘type’]
Setting Name: [listname]TypeManager
Setting Value: [Type]|[name or login of user] Each type on a separate line
Important Note: The field columns specified in the [listname]ManagerColumn and [listname]TypeColumn Settings MUST both be visible on the New and/or Edit form! The code needs to catch changes to the Type column and then directly modify the Manager column.