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
ExedeusExedeus 

Comparative Conditional Cross Object Formula/WF

Hello all,

 

I have two objects and I need to use a formula/WF to bring the value of a field from Object A to Object B but only if ObjectA_Date_Field matches Object B_Date_Field. Thanks in advance for your help!

 

Best Answer chosen by Admin (Salesforce Developers) 
phiberoptikphiberoptik

Excellent... ok.

 

Just use a formula field on Object B with the following formula:

 

IF(Object_A_Date_Field__c = Object_B_Date_Field__c, Object_A_Field__c, null)

 If the two date fields equal each other, the value from Object A's field will display, if not, nothing will display.

All Answers

phiberoptikphiberoptik

How are the two objects related? Is Object A the master to Object B or what?

ExedeusExedeus

I apologize for leaving that out. Object B is MD Child to Parent Object A. 

phiberoptikphiberoptik

Excellent... ok.

 

Just use a formula field on Object B with the following formula:

 

IF(Object_A_Date_Field__c = Object_B_Date_Field__c, Object_A_Field__c, null)

 If the two date fields equal each other, the value from Object A's field will display, if not, nothing will display.

This was selected as the best answer