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MoinK how to update record and related records of same type under same parent
Hi All,
I have a custom object A with related list of custom object B.
Object B has a custom read only checkbox field and a custom dropdown field.
I need the system to check the checkbox field only when the user selects a certain value in the dropdown list field while updating or creating record B and at the same time uncheck the checked checkbox field(if any) on any related records of object B for record A.
How can I implement this? Can this be implemented? Any pointers much appreciated. Thanks
I have a custom object A with related list of custom object B.
Object B has a custom read only checkbox field and a custom dropdown field.
I need the system to check the checkbox field only when the user selects a certain value in the dropdown list field while updating or creating record B and at the same time uncheck the checked checkbox field(if any) on any related records of object B for record A.
How can I implement this? Can this be implemented? Any pointers much appreciated. Thanks
You can use pocess builder on object B and update related records using checkbox is true as a criteria.
Hoping it solves your problem
Create a process builder on object B ,check the criteria and check the checkbox in record.In the same way you can update the fields in Object A as it has a lookup.
Thanks.
Here is the process builder I am able to come up with:
1) Able to check the checkbox for inserted or updated record of object B for the dropdown value criteria.
2) Unable to check the checkbox of related records of object B without unchecking the checkbox for record B created in step 1.
How can I exclude the inserted/updated record B from the process while unchecking the related records?
Any thoughts?
Thanks