I have created a custom field in Order called 'Salesperson' which is a user lookup. What I want to do is automatically share the Order with the user in the 'Salesperson' field so that they can view the record.
I know it is possible to assign automatically through the normal workflow process, but this will cause issues with assigning accounts that I'd like to avoid if possible.
Can it be done?
ps I am using CRM 2011 online so custom workflow assemblies are not allowed yet.....