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Sascha Löffler Visualflow cross object update for custom objects without relationship
Hi friends,
through i'm not very familar with visualflow, i wanted to ask for your help with the following request from our customer.
We have 2 custom objects (figures and report). A report will be created from an account (Master-Detail) and the figures are also related to an account (Lookup), but figures and reports doesn't have any relationship.
What we now need is a workflow
- which takes the dates from the report
- checks if a figure record = THIS YEAR exists
- and if yes -> update record with dates from the report
- or if no -> create a new record with dates from the report
Can someone help me with some instructions, how to solve this with visualflow?
Thanks in advance
If you could get the screenshot of all the 3 objects from the Schema Builder then that will be great.
thanks for your fast reply. Through there are too much fields i think that is not a good idea.
But i have a mapping table for the fields from the report to the figures:
Figures <---------- Report
Owner <---------- Owner
Account <---------- Account
Value 1 <---------- Value 1
Value 2 <---------- Value 2
Year <--------- THIS YEAR
Does this help?
The flow gets started by an process from the process builder, when a visit report ist created or edited. But it does not work actually.
both are not working and i dont receive an error message.