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ahmadkhanahmadkhan 

Need HELP with WF RULE its URGENT PLEASE

HI guys,

 

i need some help please help me out i am stuck in this thing from last one day

 

i have two objects which have parent child relationship

 

i have workflow rule on child object that if the status in Parent object is not equalt to New then the record type of child object  will be changed.

status field in the parent object is Picklist field and i am using Formula if that formula evaluates to true then record type will be changed but itsn ot working i am using the following formula.

AND(
NOT(ISPICKVAL( ParentObject__r.Status__c , "New")) ,
ISPICKVAL(Type__c, "INIT"),
RecordType.Name == "Sample Layout")

 

then change the record type.

Please URGENT Help Needed Thanks

Sonam_SFDCSonam_SFDC

Hi Ahmad,

 

Try creating a worflow rule with the Rule crriteria as:

NOT(ISPICKVAL( ParentObject__r.Status__c , "New"))

 

and put the action as change in the Record type to the desired one.

 

This should do the trick and change the record type of the child object record.

 
ahmadkhanahmadkhan

Hi Sonam,

 

Thanks for ur quick reply i tried its not working.:/ now i am going to create a trigger instead of creating a workflow rule.