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Trigger a field update on a child record
Hello,
I'm trying to create a checklist in salesforce that updates automatically.
A brief example - I have a Master-Detail Relationship between two objects: Program Intake (Master) and Client Checklist (Detail). The API for the Program Intake field on the Client Checklist object is Program_Intake__c.
The Client Checklist has a checkbox called Service Plan (Service_Plan__c).
There is also a Master-Detail Relationship between Program Intake (Master) and Service Plan (Detail). I then have a rollup summary on the Program Intake counting the # of Service Plans (PI_Service_Plan__c).
I want when PI_Service_Plan__c on the Program Intake is greater than 0 (basically, when a Service Plan record has been created), the checkbox Service_Plan__c on the Client Checklist is automatically checked.
I tried to do this via a workflow field update, but it doesn't work since I'm technically not editing the Client Checklist record. I essentially don't want the user to ever have to "Edit" this record. I have a feeling a trigger is needed, but I'm not all that adept at writing triggers.
Is this a quick and easy trigger someone can write up? I've scoured the boards but haven't successfully copied anything yet.
Thanks!