function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
FlashFlash 

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?
Ron HessRon Hess
this is a limitation, however you may be able to create a custom formula field,
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.