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Shwetal DesaiShwetal Desai 

UPDATE Field By WorkFlow

I have two custom objects,
1) PO
2) IR

in both custom objects i have one custom field namely "Status", the Field Type of this custom field is "PickList".

When IR's field "Status" get changed then i would like to change the "Status" field of PO
i want to do this operation through workflow.

Please guide me to create proper workflow for this task.

Thanks
Shwetal
shillyershillyer

You could do this with cross-object workflow rules. You would need to make PO the master of IR. Then when you update the status field in IR (child), you use cross-object field update to update status field in PO (parent).

 

From the help:

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.

 

Hope that helps,

Sati

 

 
Amal DominicAmal Dominic
I have come across a nice workflow and a document management tool, it is called Ultra Documents. It is very simple and easy to use; you can get setup and start a workflow in minutes. Ultra Documents comes with Document Management, document merging, Workflow process, Custom Forms, Electronic signature & various applications, the nice thing is it has a free version with all features available to you. Give it a try.