function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion

Auto Select Checkbox through Parent Account

I have a checkbox in Accounts that is called client. I want all child account client  = True when any one of those accounts has client = True.


For Instance:


Account A (parent account 1)

Account B (parent account 1)

Account C (parent account 1)

Account D(parent account 1)


If Client = True in Account A, I want Client to be set to True in Account B,C and D. Is this possible?


Not sure if I understand you right, but if you have a parent-child relationship and want to display something at the child, you could also use a formula field;





This would display "Your_Field__c" from the parent account.



I don't think I understand what your saying either, haha. Let me further explain. Say I have 4 accounts: A, B, C, D.

A is Parent

B,C,D are all A's Children.


There is a field (checkbox) that is clicked if a particular Account is a client of ours. If any of these particular accounts are a client I want that box to be checked in all connected accounts. If A is a client, then so is B,C and D.


Okay, if you exactly want to set the checkbox, you will not get around writing a trigger.


Otherwise, if BCD are all direct children of A you could create a formula field on Accounts and check if ParentAccount.YourCheckbox__c is true and when it is true display a certain value or information in the formula field.


Yea that works great. The only problem is if it is not the parent account, I still want all associated accounts to be true. If B= True, then I want A,C, and D = True. So basically I want child accounts to update the parent as well as other child accounts. Is this possible or do I need to make some type of trigger?


Then you'll not get around writing a trigger...


And, it's an interesting trigger because it will recurse unless you control that.    Child changes, triggers an update to the parent which changes and triggers an update to all the children, and so on and so on.  The Cookbook has an example of how to limit recursion.


Best, Steve.