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Flash
Custom Objects: Workflow Rules that use a lookup relationship?
I have a custom "Order" object with a lookup relationship to a custom "Service Provider" object. I want to create a rule that triggers only when a new Order is created for a particular Service Provider, but relationship fields don't appear in the Workflow Rule builder: it looks like I can only define workflow rules off of the non-relationship fields (for custom objects, anyway).
Am I doing something wrong, or is this a limitation of custom objects?
Am I doing something wrong, or is this a limitation of custom objects?
say one called " do workflow"
and in that formula, you would say something like if(serviceprovider = theone, true, false)
then this field would only be true for the service provider you are checking for, then the workflow can trigger off when "do workflow" field == true.
this should work, i've not tried it.