You need to sign in to do that
Don't have an account?
Cannot do cross object field update
I know that cross-object workflow and updating was part of the Spring 09 release, but I can't get it to work. The documentation says there is some setup necessary and I have a tier two case out for it.. but has anyone gotten to work?
Release notes:
"Spring '09 provides the following capabilities related to workflow rules and approval processes. Cross-Object Workflow for Custom Objects in Spring ’09, you can perform cross-object field updates using workflow rules. For standard objects, workflow rules can only perform field updates on the object related to the rule. The exceptions are that both Case Comments and Email Messages can perform cross-object field updates on Cases. For all custom objects, however, you can create workflow actions where a change to a detail record updates a field on the related master record. Cross-object field updates only work for master/detail relationships. For example, in a custom recruiting application, create a workflow rule that sets the status of an application (the master object) to "Closed" when a candidate (the detail object) accepts the job. Or, for standard objects, create a rule to change the status of a case from "Awaiting Customer Response" to "In Progress" when customer adds a case comment."
I'll need to check with some other developers before I can implement, but I think this can be marked as solved.
All Answers
What can't you get to work? As soon as you create the Master-detail between your custom objects, you should be able to perform a field update on the Master when the Child has been updated. This is in my DE org without Support intervening.
Hope that helps,
Sati
These are custom objects- I have a parent object called Goals the child object is Goal Measurement (GM). The workflow is like this
I go to create a new field update and the option to update is only available for the GM object the workflow is on (goal measurement).
Sounds like you have it setup correctly. So when you create the Field Update and you select Goal Measurement as the Object, you don't see a drop-down to select the Goal Object (see image)?
Best,
Sati
Ha- I've never seen that drop down available on the screen. It's obviously a system error. That makes me happy, I thought I was going nuts. Thanks.
I'll post the outcome of this when support gets back to me.
My objects are completely independent and the parent only has a lookup to the user object. From the documentatiion (the little available) it seems to me that your situation would only be an issue if you were trying to update the opp record from the child of that... They've responded that they are working on it but aren't giving me more than that. I'll post when there is a solution.
-Chris
I'll need to check with some other developers before I can implement, but I think this can be marked as solved.