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Goldi
How to display fields from child object to the parent?
Hi all,
I need to get child details to the parent level in order to run process builder with the right criteria.
There is an object Contract (Parent) which has a Child object Security (has a lookup on Contract).
Thanks
I need to get child details to the parent level in order to run process builder with the right criteria.
There is an object Contract (Parent) which has a Child object Security (has a lookup on Contract).
Thanks
Shruti S
Could you please explain me the eaxct business requirement?
Goldi
Basically, process builder needs to generate separate tasks depending on the "Type" field under child object Security.
Shruti S
Well, in this case, shouldn't we be creating the Process on the Security object instead of the parent Contract ?
Goldi
Well the process actually is for the Case object which is related to the contract.
Shruti S
Oops! I am confused. Can you please tell me how the objects are related and how many objects are there in your question ?
Goldi
Case (Process Builder runs from) that has a lookup on Contract and Contract's child: Security (has a lookup on Contract)
Shruti S
Ouch. I dont think we can traverse relationships that far (2 level deep). I am thinking you will have to use Apex Triggers for this.