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Chaim Rosenfeld 8 how to match rich text area fields from child object
Hello ,
i have two objects,
1.Steady_Maintenance_Proposal__c
2.Steady_Maintenance_Commercial__c
both of these objects have Scope of work Rich Text area Fields, i want when ever Steady_Maintenance_Commercial__c object's rich text area field get created, it should automatically update the Steady_Maintenance_Proposal__c objects Scope of work,
I have already tried work flow rule and process builder, both of these get saved with now errors, but dont update fields,
i have added look up field of Steady_Maintenance_Commercial__c on Steady_Maintenance_Proposal__c object ,
Please help me in this if any one has already came across this problem
i have two objects,
1.Steady_Maintenance_Proposal__c
2.Steady_Maintenance_Commercial__c
both of these objects have Scope of work Rich Text area Fields, i want when ever Steady_Maintenance_Commercial__c object's rich text area field get created, it should automatically update the Steady_Maintenance_Proposal__c objects Scope of work,
I have already tried work flow rule and process builder, both of these get saved with now errors, but dont update fields,
i have added look up field of Steady_Maintenance_Commercial__c on Steady_Maintenance_Proposal__c object ,
Please help me in this if any one has already came across this problem
Greetings to you!
I have used a process builder for this scenario and it is working fine.
You can use the Process Builder to update child record fields whenever the parent record is created/modified.
Note: I have used Account and Contact object, you can use Steady_Maintenance_Commercial__c instead of Account and Steady_Maintenance_Proposal__c instead of Contact.
1. Create New Process.
2. Select a parent object.
3. Add Criteria according to your requirement.
4. In 'Immediate Action', select Update Records.
Click the 'Object' Picklist, then select the Account record that started your process and select a record related to the Account:
Note: These records are radio buttons, and only one may be selected. To update child records, select the send option 'Select a record related to the Account'
5. In 'Find a field', look for the child Object name you want to update:
Note: If the child Object is a Custom Object, the name would end with '__r'
In 'Type'. select Field reference
In 'Value', select the parent's field that you want to update in child records.
6. Save and don't forget to Activate it.
I have tested in my org and it is working fine (using rich text area field).
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas
Please have a look on it