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Sara-CASA cross-object workflow master-detail with 2 masters
I have a tricky workflow that I'm trying to set up. Basically I have 2 objects (let's call them Master1 and Master 2) that both have master-detail relationships to the same detail object (Detail). I want a workflow rule to update a field on Master2 based on a value in Detail when a field on Master1 changes.
Since Master1 and Master2 don't have a direct relationship between them, I'm not sure how to make this work. I tried setting up the workflow rule on Detail, since then I could access all the fields, but the field update would never happen because the workflow was looking for an edit to Detail and I was updating Master1. I tried it with a formula field on Detail to copy the info I want from Master1 and then have that trigger the field update on detail, but unfortunately a formula updating itself doesn't count as an edit, so that didn't work either.
Would appreciate any thoughts on how to make this work.
Thanks!
Sara
Sounds interesting - do you have the option of using an Apex trigger to do the update? I think you'll run into workdflow limitations with the current setup
I have the option, but my coding skills are minimal, so was hoping to get around that :)