You need to sign in to do that
Don't have an account?
Venkat N 7
Parent object field as a criteria in workflow/process builder
Hi All,
I am new to salesforce and learning on it. I have a difficulty while using a workflow/process builder.
I have two custom objects, say Result (parent) and Score (Child), with a master detailed relationship.
I want to write a workflow such that it uses both child object field and parent object field as criteria for process builder.
Ex. If Result is >=80, and Score.name = Maths and Score.marks >=90 , then a email alert should fire.
I tried to write the workflow on Score object (child), but since I am using the parent object field (result) in the criteria, workflow is not triggering.
Could you please help me on this case.
Thanks in advance.
Regards,
I am new to salesforce and learning on it. I have a difficulty while using a workflow/process builder.
I have two custom objects, say Result (parent) and Score (Child), with a master detailed relationship.
I want to write a workflow such that it uses both child object field and parent object field as criteria for process builder.
Ex. If Result is >=80, and Score.name = Maths and Score.marks >=90 , then a email alert should fire.
I tried to write the workflow on Score object (child), but since I am using the parent object field (result) in the criteria, workflow is not triggering.
Could you please help me on this case.
Thanks in advance.
Regards,
This is verymuch possible in a process builder.
Can you please let me know if you are getting any error?
Regards,
Anto Nirmal
Thank you very much for your response. I am not getting any error in process builder. The email alert which configured is not firing. Just want to know how to proceed further.
Thanks