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formula field to chnage record type
So i have some requirement that in the product object there is one field Record Type(Abc) so if i change to another record type(Xyz) type.in the product there is product offering object so there will be fetch your checkbox will active_c(true)
And in prduct offering there is one formula field status_c Approved
So what is my Condition that
if record type is changed .make status is approve and checkbox will active
it will work on new created also.
And in prduct offering there is one formula field status_c Approved
So what is my Condition that
if record type is changed .make status is approve and checkbox will active
it will work on new created also.
So you have two object product and product offering and you if record type of product object change then product offer fields that are status__c and active_c should change to Approved and True respectively?
Can you please tell if Product_Offer is the child of the product object?
Thanks & Regards
Suraj Tripathi
Please take the reference from below code and change the field name according to your requirement:-
Please mark it as Best Answer if it helps you.
Thanks & Regards
Suraj Tripathi
I understand your requirement. The best way would be to use the process builder on the object 'Product'. And then when the 'Record Type' field is edited/created in the 'Product' record, then you can update the 'Status__c' and 'Active1__c' field on your 'Product_Offer' child object.
If it helps, please mark it as the best answer to help others