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tsreenu92tsreenu92 

workflow

I am trying to create a workflow rule with 3 objects.for example I have 3 objects,they are Customer,CustomerInfo,SurveyResponse.Customer is a parent,In Customer object I have 3 fields,are AccountNumber,Description and MRR,and in CustomerInfo I have 2 fields(Description and MRRMonthly),and I have 1 field(NPSScore) in SurveyResponse...Now I am trying to give a workflow rule for email alert when the condition is satisfied. condition is

condition:we should not have a relationship b/w CustomerInfo and SurveyResponse

 

 

IF(SurveyResponse__c.NPSScore__c<=5&&CustomerInfo__c.MRRMonthly__c<=1000)

Navatar_DbSupNavatar_DbSup

Hi,


 you are working on different Objects, hence it’s not possible to use workflow on different objects based condition rule. For this you have to write the trigger.

 

 

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tsreenu92tsreenu92

How can we write the trigger for these types of things.
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.