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

Cross Object Field Update

Hi all,
I have created a very simple formula:
ISPICKVAL( Product2.Family , "Prod1"),
ListPrice > UnitPrice ,
I want to use this as a workflow.  This was fine.  Now I want to add a field update based on this rule to change a record type on an Opportunity and there are no options in the Approval Process or Workflow Alerts to allow this to happen based on my criteria.  I don't understand why the Product/Opportunity are not linked to begin with....
Does anyone have any suggestions for a workaround?
Have you checked this out? (

Unfortunately you can only do cross object field updates between standard objects with master-detail relationships, and the opportunity-oppproduct relationship is a lookup relationship.

What you could do is do this programmatically, or possibly use visual flow and/or process builder.