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Can't define cross object workflow?
Hi All,
I thought there is a new feature in the Spring release which enabled us to set up workflow rule and specify the object to update. I know this only applies for Master/Child relation objects.
However I encoutered the same thing as the poster listed below. I have a child object with Opportunity as the master object, but I couldn't see the drop down object select list to choose opportunity when I try to define the field update workflow rule.
http://community.salesforce.com/sforce/board/message?message.uid=120423
In the Sprint'09 release the "CROSS-OBJECT WORKFLOW FOR CUSTOM OBJECTS " section mentioned some setup is required but didn't say in details. What kind of setup?
Any idea?
Thanks,
Dawn
Both objects have to be custom. The exceptions are that both Case Comments and Email Messages can perform cross-object field updates on Cases.
Best,
Sati
All Answers
Both objects have to be custom. The exceptions are that both Case Comments and Email Messages can perform cross-object field updates on Cases.
Best,
Sati