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Bfrank Workflow Rule and Field Update
I have created a workflow rule on an Account Object, which updates the Account Record type from Unsigned Group to Signed Group, when the Account status changes from Unsigned to Signed and if the Insurance type custom field is Group. However, the rule doesnt seem to be working?
Also, The Account status is workflow field update on its own. So when the Opportunity Stage changes to Closed Won, the Account status changes to Signed from Unsigned, and this is working fine.
Is it because the first workflow relies on the second workflow rule to update its value?
Yes, I remember reading somewhere in the docs that workflow rules will not trigger other. Try creating two separate workflow rules (one for closed/won & one for close/won with all other conditions true also).
Spring '09 Cross-Object workflow will only support custom objects. You can learn more here.
Best,
Sati
Same here, not working. (the demo nor the feature)
Did this cross object workflow ever get delivered in Spring 09 ?
When creating field update for a workflow on a child object of Master-Detail relationship, I cannot choose the parent object, opposite to what is said in the release notes.
You need to find 2 objects that are related to each other via a Master-Detail Relationship. Then create a field update workflow using the child object. In the Field to Update, chose a text, currency or number field (picklist and lookup don't work). Select "Use a formula to set the new value". When in the formula editor, you can use the Insert Field option to drill through to other related objects, including drilling through the master (parent) object to it's other related objects by clicking on fields with a ">" symbol next to them.
I'm pretty sure you can only perform updates on the children record based on values from it's parent or objects related to the parent, not the other way around.
Not sure if this makes sense but what I am experiencing is this.
I have a DE created last Dec and initially, I do not see the selection for parent object after I clicked on Update Field in the workflow. Then, I created 2 new custom objects, make a master-detail r/s between the 2 objects. Now I create a workflow for the child object, I get to select which object to update.
I've got other DEs created more recently, and I do not need to do this. I can immediataly see the object selection field.
Hi Mark,
Yes, that's exactly what I am saying. I thought I was seeing the wrong thing and I actually checked this out in 3 of my DEs.
When I first didnt see the object selection field, I was testing the workflow on the Recruitment application (Job Application and Position objects).
Hi All,
I cannot see the cross-object workflow funcationality in both my Enterprise, my Development, nor my Sandboxes.
I can create a Field Update, select "Case Comment" as the object, and I see the dual drop down allowing me to select "Case Comment" or "Case" to update (Cross-object functionality)
But for any other master-detail child objects, whether custom or standard, i cannot see the cross-object selections as above.
I have nothing under my "Critical Updates" which leads me to believe my orgs have already been updated.
Any ideas?
(I also tried with 2 brand new custom object... no dice).
:(
tjb
The behavior for this function is different than for Case Comments and Email Messages since you are picking related objects from lists. To use this for a custom object, you need to use a Field Update workflow but build a formula to actually update the field.
I think the biggest confusion is that you are not using picklists to select fields like with Case Comment and Email Message. You must use the formula and drill through using the " > " selections.
I hope this helps.
This doesn't work for me either.
Mark, your instructions are on how to set the value of a field on a child object to that of the parent field.
What Spring 09 is supposed to do is to set the value of a field on a parent object based upon a workflow that gets triggered on child object.
Ivan, in my DE org that i had created a year ago, I tried adding new parent/child objects and seeing if it works for them...it didn't.
The demo on the release website doesn't show it eaither.
Seems like an issue in salesforce - can someone in Salesforce confirm that this is a bug and if there a workaround?
As a workaround (I've used this in the past), you can set a workflow to fire on a Roll-up Summary Field on the master object. Depending on your specific use case, this may or may not work, but here's an example of one I've done in the past:
Setup a roll-up summary field on the Parent object that counts child records using a specific criteria. For my example, when the Child object Status field = In Process, it counts as a 1 on my Master object roll-up field.
In my workflow rule on the parent object, I have a field update that looks at the roll-up field -- if it's greater than 0 then I change the Parent sub status to field to "Extension In Process".
Obviously this is different than cross object formula fields from child to parent, but might work depending on your use case. The roll-up summary field workflow functionality has worked since roll-up summary fields were introduced.
Ivan,
I am not sure what you mean. I use eclipse regularly and I am using it update my DE org data.
DE org, I assume is automatically updated to Spring 09 right now.
Hi GoForceGo,
What I meant was, when Spring 09 was rolled out, I opened my DE in Eclipse (I dont usually need to use Eclipse for my Salesforce work).
There was a notification which says update to Spring 09. When the updates was taking place, I was also looking for the cross object workflow feature in Salesforce (front end). When I could not see it in the extra fields in workflow setup page, I created new custom objects and those extra fields appeared.
It is still fuzzy and I am not sure which one of my actions triggered the new fields to appear.
If this is taking too long to figure out, maybe can get some pointers from Salesforce Support?